Automatically CC or BCC Recipients in Gmail
Would you like to automatically copy recipients into the emails you write?
Gmelius enables you to automatically add Cc and Bcc recipients to the emails you write. This functionality is ideal for sending a copy of all customer emails to a colleague or sending all your messages to a CRM (such as Salesforce).
This feature saves time and can be used to:
- Send a copy of all customer emails to a colleague
- Send all your messages to a CRM (such as Salesforce)
- Automatically save a backup copy of all sent emails to an external email address
To activate this feature, open your Gmelius dashboard and enable “Automatically Cc and Bcc recipients”.
To create a new Cc or Bcc rule, go to the section underneath Automation and click on the the
+ red icon located on the bottom right of the page.
You will need to define the following:
A trigger: This event specifies the rule. For example, you can set the rule to be triggered if an email is sent from a specific email address, or to some defined recipients. (Required)
A condition: You may exclude particular recipients or entire domains from your rules, e.g., the domain of your company. This is useful if you want to add granularity to your automation tasks. (Optional)
An action: You can choose to forward your mail as regular carbon copy (Cc) or invisibly as blind carbon copy (Bcc). (Required)
When finished, click on the
Save button. You can edit your rules at any time by selecting them from the left-hand pane.
First, find the BCC address associated with your CRM provider:
Once you have the email address, add it to Gmelius BCC rule.That’s it! you are now good to go.
Gmelius provides a quick and easy way to keep all relevant accounts copied in the emails you send. Start automatically Ccing and Bccing recipients today.Get Gmelius Now arrow_forward