The best way to get your emails inside Freshsales would be to connect your mailbox (via IMAP) under profile settings. But, if you’ve got an email address that receives a high volume of emails (Contact Us email address ) and want to bring these emails into Freshsales, you can simply auto forward them to your Freshsales email address.
Every account in Freshsales is provided with a unique email address that goes like this email@example.com. The emails that are forwarded to this address, are matched with the email addresses of leads and contacts in the system. If a match is found, the email gets associated with the respective record. When matches aren’t found in the system, the email addresses automatically become new leads.
To begin forwarding emails,
- Click your profile picture and select Profile Settings.
- In the Edit Profile page, scroll to the bottom and under Forward your emails to, you’d find your custom Freshsales email address.
- Click Copy to copy the email address to your clipboard.
- You can then paste the email address in the bcc or the send to field of an email compose window to forward it to your Freshsales account.
If you’d like to receive all your emails in Freshsales, you can simply auto forward your emails from your email account to this Freshsales email address.
Learn more about auto-forwarding emails to Freshsales.