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 the Email Address.

4. Go to Sending → CRM Email Address

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

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

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