What are email clients
Email clients are computer applications or email services that help you manage your emails. For example, Gmail, Microsoft Outlook, Office 365, etc.
Benefits of using Vtiger’s auto-forwarding support
Read on to learn more.
Auto-forwarding is a simple process.
Here is a scenario to help you understand how it works.
Assume that firstname.lastname@example.org is the support team’s email address that you use with a Gmail plug-in. You use Vtiger CRM to store all customer information, including the issues regarding your product or service that they have raised.
In this situation, you need to look at your Grasspods account for customer issues and explicitly log them in the CRM. Now, if you use auto-forwarding, all the customer issues automatically get stored in the CRM from your Grasspods email address.
“How”, you ask?
With the help of Mailroom, of course! The Mailroom acts as an intermediary between your support email address and the CRM. You must copy the mailroom address to the auto-forwarding settings in Gmail and enable auto-forwarding.
All the emails that arrive in your Gmail account are forwarded to Vtiger’s Inbox with the help of Mailroom. Not only this, but Mailroom can also create different records in the CRM of the forwarded emails.
To learn more about Mailroom, click here.
Here is the process of setting up auto-forwarding in different email clients.
Follow these steps to set up auto-forwarding in Gmail:
On the Gmail tab -
On the CRM tab -
On the Gmail tab -
To stop auto-forwarding your emails, select Disable Forwarding in the Forwarding section.
Follow these steps to set up auto-forwarding in Outlook:
We're not done yet… you need to take an additional step in Microsoft Office 365 to complete the process.
As part of their outbound spam protection, Office 365 accounts, by default, block automatic email forwarding. If external forwarding is disabled for your Office 365 account, you will see a bounce message in your Office 365 inbox after attempting to set up auto-forwarding to Vtiger. The text of the bounce will include this line:
550 5.7.520 Access denied, Your organization does not allow external forwarding. Please contact your administrator for further assistance. AS(7555)
To avoid this error, your administrator must make the following changes: