Automatic Email Forward - Gmail

If you are currently using G Suite / Gmail and need to implement the Sales Automation feature in TeamWave CRM, then you will need to setup auto-forwarding for Gmail. This will send a copy of all your emails to TeamWave mailbox.

Here's how it is done:

A. Define a rule in Sales Automation

  1. Navigate to CRM settings and select Sales automation.
  2. Create a Rule and copy your Smart email BCC address. Learn more

B. Configure your Gmail Settings

  1. Navigate to your Gmail account.
  2.  Click on Gear Button on the right top (Refer Screenshots below)
  3. Select Settings from dropdown
  4. Select Forwarding and POP/IMAP in the navigation bar
  5. Click on Add a forwarding Address button
  6. Paste the CRM Smart Email you copied before.
  7. Click on Next
  8. Then Click on Proceed

Steps 2,3,4 and 5

Steps 6 and 7:

Step 8:

Now, a confirmation code will be sent to your TeamWave mailbox. It will be present in the CRM inbox of the default owner selected in the rule.

C. Verify and enable: 

  1. Copy the confirmation code in Mail Tab of your CRM and verify it in Google/settings page or Click on the link in the mail
  2. Then in the Forwarding section, enable Forward a copy of incoming mail to your Smart Email.

Now, you can receive all your emails to your TeamWave mailbox directly.

Note:
- You can use filter option in Gmail settings to forward specific emails to TeamWave.
- If you do not receive a confirmation code from Gmail it is usually because you have not created a rule in sales automation yet.

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