1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["4782"],{8754:function(e,s,t){t.r(s),t.d(s,{frontMatter:()=>o,default:()=>h,toc:()=>c,metadata:()=>n,assets:()=>l,contentTitle:()=>d});var n=JSON.parse('{"id":"settings/bcc-to-crm/index","title":"BCC to CRM","description":"Automatically log emails to your CRM using Yesware\'s BCC to CRM feature in Gmail.","source":"@site/docs/settings/bcc-to-crm/index.mdx","sourceDirName":"settings/bcc-to-crm","slug":"/settings/bcc-to-crm/","permalink":"/docs/settings/bcc-to-crm/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"BCC to CRM","description":"Automatically log emails to your CRM using Yesware\'s BCC to CRM feature in Gmail."},"sidebar":"tutorialSidebar","previous":{"title":"Plans & Pricing","permalink":"/docs/settings/plans-pricing/"},"next":{"title":"Salesforce","permalink":"/docs/settings/salesforce/"}}'),i=t(5893),r=t(65);let o={title:"BCC to CRM",description:"Automatically log emails to your CRM using Yesware's BCC to CRM feature in Gmail."},d=void 0,l={},c=[{value:"Setting up BCC to CRM in Gmail",id:"setting-up-bcc-to-crm-in-gmail",level:2},{value:"Finding your BCC address by CRM",id:"finding-your-bcc-address-by-crm",level:2},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function a(e){let s={a:"a",admonition:"admonition",code:"code",h2:"h2",li:"li",ol:"ol",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",...(0,r.a)(),...e.components},{Details:t}=s;return t||function(e,s){throw Error("Expected "+(s?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(s.p,{children:"BCC to CRM lets you automatically send a copy of your outgoing emails to your CRM by BCCing a unique email address. If your CRM provides a BCC or dropbox email address, Yesware can route your outbound messages there automatically."}),"\n",(0,i.jsxs)(s.p,{children:["This feature is available on ",(0,i.jsx)(s.strong,{children:"Pro and Premium plans for Gmail"})," users. Enterprise users with Salesforce Sync enabled do not need BCC to CRM. Emails are synced automatically via the Salesforce integration."]}),"\n",(0,i.jsx)(s.h2,{id:"setting-up-bcc-to-crm-in-gmail",children:"Setting up BCC to CRM in Gmail"}),"\n",(0,i.jsxs)(s.ol,{children:["\n",(0,i.jsxs)(s.li,{children:["Click the ",(0,i.jsx)(s.code,{children:"Yesware"})," dropdown in the left-hand corner of Gmail"]}),"\n",(0,i.jsxs)(s.li,{children:["Select ",(0,i.jsx)(s.code,{children:"Preferences"})]}),"\n",(0,i.jsxs)(s.li,{children:["Under ",(0,i.jsx)(s.code,{children:"Integrations"}),", scroll to ",(0,i.jsx)(s.code,{children:"BCC to CRM"})," and toggle it on"]}),"\n",(0,i.jsx)(s.li,{children:"Enter your CRM's unique BCC email address"}),"\n",(0,i.jsxs)(s.li,{children:["Click ",(0,i.jsx)(s.code,{children:"Save & Reload"})]}),"\n",(0,i.jsxs)(s.li,{children:["When composing an email, confirm the ",(0,i.jsx)(s.code,{children:"CRM"})," button is checked at the bottom of the compose window"]}),"\n"]}),"\n",(0,i.jsx)(s.h2,{id:"finding-your-bcc-address-by-crm",children:"Finding your BCC address by CRM"}),"\n",(0,i.jsx)(s.p,{children:"Each CRM stores its BCC address in a different place. Here's where to find it in popular tools:"}),"\n",(0,i.jsxs)(s.table,{children:[(0,i.jsx)(s.thead,{children:(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.th,{children:"CRM"}),(0,i.jsx)(s.th,{children:"Where to find the BCC address"})]})}),(0,i.jsxs)(s.tbody,{children:[(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:(0,i.jsx)(s.strong,{children:"Salesforce"})}),(0,i.jsxs)(s.td,{children:[(0,i.jsx)(s.code,{children:"Your name"})," (top right) \u2192 ",(0,i.jsx)(s.code,{children:"My Settings"})," \u2192 ",(0,i.jsx)(s.code,{children:"Email"})," \u2192 ",(0,i.jsx)(s.code,{children:"My Email to Salesforce"})]})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:(0,i.jsx)(s.strong,{children:"Pipedrive"})}),(0,i.jsxs)(s.td,{children:[(0,i.jsx)(s.code,{children:"Settings"})," \u2192 ",(0,i.jsx)(s.a,{href:"https://app.pipedrive.com/settings#email-sync",children:"Email integration settings"})]})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:(0,i.jsx)(s.strong,{children:"SugarCRM"})}),(0,i.jsxs)(s.td,{children:[(0,i.jsx)(s.code,{children:"Admin"})," \u2192 ",(0,i.jsx)(s.code,{children:"Email Archiving"})]})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:(0,i.jsx)(s.strong,{children:"Capsule"})}),(0,i.jsxs)(s.td,{children:[(0,i.jsx)(s.code,{children:"My Preferences"})," \u2192 ",(0,i.jsx)(s.code,{children:"Mail drop box"})]})]}),(0,i.jsxs)(s.tr,{children:[(0,i.jsx)(s.td,{children:(0,i.jsx)(s.strong,{children:"Zoho"})}),(0,i.jsxs)(s.td,{children:["See ",(0,i.jsx)(s.a,{href:"https://www.zoho.com/crm/help/email/bcc-dropbox.html",children:"Zoho's BCC Dropbox guide"})]})]})]})]}),"\n",(0,i.jsx)(s.admonition,{type:"note",children:(0,i.jsx)(s.p,{children:"Yesware does not support BCC to CRM with Microsoft Dynamics, as it does not support the BCC email feature required for this integration."})}),"\n",(0,i.jsx)(s.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,i.jsxs)(t,{children:[(0,i.jsx)("summary",{children:"Do I need BCC to CRM if I'm on the Enterprise plan?"}),(0,i.jsx)(s.p,{children:"No. Enterprise users with Salesforce Sync enabled have their emails automatically synced to Salesforce. You do not need to set up a BCC address."})]}),"\n",(0,i.jsxs)(t,{children:[(0,i.jsx)("summary",{children:"Is BCC to CRM available for Outlook?"}),(0,i.jsx)(s.p,{children:"No. BCC to CRM is only available for Yesware on Gmail."})]}),"\n",(0,i.jsxs)(t,{children:[(0,i.jsx)("summary",{children:"My CRM isn't on the list. Can I still use BCC to CRM?"}),(0,i.jsxs)(s.p,{children:["Yes, as long as your CRM provides a unique BCC or dropbox email address, Yesware can route emails there. 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