BCC to CRM

One of the basic CRM functions is to aggregate and pair up email conversations with specific prospects from in your CRM's database.

To aggregate emails sent from Woodpecker in your CRM you will need:

1. Find BCC to CRM email address in your CRM settings.

2. Go to Woodpecker SettingsAccounts

3. Click on the Email Address.

4. Go to Sending → CRM Email Address

5. Copy-paste the email address found in your CRM and click save changes

Image with arrows showing where to set the BBC email to desired CRM

You can also pair up BCC to your CRM while connecting an email account to Woodpecker. When the connection goes successfully, in the “Set your from name and signature” step, you’ll find the option to write the CRM email address.

Option to write the CRM email address in

BCC and CC in a campaign

While creating a campaign, there’s an option to add your CC and BCC email addresses under the main sending address. Click on the links next to the “send from:” line and the areas to enter them will appear.

CC and Bcc options in a campaign edit view

Deleting BCC and CC address

When you decide to delete the address from CC or BCC field, Woodpecker will stop sending copies of messages from your campaign to this address.

However, if your campaign contains more than one step and some of the prospects received only a part of the messages while the BCC/CC address was set up, the rest of the follow-ups will be sent to said email address, even if you deleted it in the settings or in a campaign.