Automatically CC or BCC Recipients in Gmail
Gmelius provides a quick and easy way to keep all relevant accounts copied in the emails you send. This functionality is ideal if you wish to send a copy of all customer emails to a colleague or log all your messages into your favourite CRM (e.g., Salesforce).
Why should you automatically add Bcc or Cc recipients?
This feature saves time and can be used to:
- Send a copy of all customer emails to a colleague or to your assistant
- Send all your messages to an external CRM such as Salesforce or Hubspot
- Automatically save a backup copy of all sent emails to an external email address
How to use automatic Bcc or Cc in Gmail?
First ensure to have Gmelius installed. Then, open your Gmelius dashboard and enable “Automatically Cc and Bcc recipients”. Once done, go to the section underneath Automation to create a new Cc or Bcc rule.
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.
How to log my emails to my CRM?
Find the BCC address associated with your CRM provider:
Once you have the email address, add it to Gmelius BCC rule. That’s it!
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