Log emails in AC via BCC?

[pleon]

Hi @Terry,

Thank you for the additional clarification.

So, we can’t track BCC emails. However, you can track this within ActiveCampaign using To/From. To do this, you would just need to make sure that the contact has an open deal in the CRM and ActiveCampaign will log that reply against the customer in the CRM.

Hope this helps,

Perry

[Adrianne]

Hi @pleon - If you didn’t have a deal open on a contact, and now you do - is there a way to FORWARD an email to AC so that the email record could be stored in AC?

I may have 3-4 emails back and forth before I turn a contact into a deal.

Adrianne

[aequasys]

Why no answer?
How can you leave a thread unanswered for 8 months?

[CommunityAdmin]

Hi @aequasys,

It appears that this user may have had their question answered by Support. However, for future purposes, the ability to forward an email to ActiveCampaign so that the record can be stored in AC isn’t possible. But if you have syncing set up, your inbox will be synced up and checking for emails so there isn’t a need to “forward”.

Thanks!
Vera

[osibatteries]

In my experience the emails do not sync up after the fact - it only syncs emails sent and received after the deal is created, it won’t pull in emails that were sent before the deal was created.

I agree the bcc functionality described by the OP is commonly found in many other CRM and would be a welcome addition to activecampaign.

[globis-software97157]

hi,

is this still working, the automatic syncing?
I just set it up
and it doesnt appear to do anything

[sparkeleven]

This is such a common feature in CRM’s it’s hard to believe it’s not supported in ActiveCampaign. We really need to have the ability to have a unique email address assigned at the account level that we can BCC on emails and have them stored against the contact in the TO field.

[hyak]

Relatively new to AC and just discovering this. I agreed with the previous comment, this seem pretty rudimentary and a workflow we were pretty comfortable with inside of HubSpot or FreshSales. If that isn’t really possible, this might not make the best CRM for us. Marketing Automation definitely seems to kick ass. Jury is out on CRM.

[thinkinternet]

The ability to send from Outlook and BBC to ActiveCampaign is definitely something that should be included. As mentioned above, other CRMs enable it.

[revelxconsulting]

Hi @CommunityAdmin,
As this is indeed a very common feature in CRM systems, do you know when AC will deploy this feature? For us this is critical in migrating from another well know system.
Thanks.
Rob

[willsacks]

Agreed, I just joined a new team that is using AC and I am DESEPERATELY looking for the BCC option… and it doenst exist?

Literally all my previous CRMs have had this option…

Any update on when we may expect this basic basic feature? It would be such a timesaver!

Cheers

Mike

[AArmitage]

+1 for this feature. We’ve just migrated to AC and we’re missing the bcc option enormously!

[continual16469]

+1…I need the feature too

[intraprise]

This is a key feature for us too. We don’t want ALL emails in AC, only those that we choose to send in. e currently use Insightly CRM and it has that feature.

[collinsrealtygroup]

I’m trying to drop my current CRM and move everything to AC but it just doesn’t work if inbound emails can’t be easily forwarded and attached to a contact record. If there is a simple workaround, let’s hear it.

[mexhome]

I am having the same issue. First of all how can you not offer 2 way IMAP sync at the contact level? This is the cornerstone of any CRM, even Highrise offered this via a bcc unique address. The fact that you need to create a deal is insane and then it only syncs new emails after the deal was create, what the hell guys. We need all of the past emails to be synced like every other CRM out there, here is my post sharing my frustration, please like it and maybe someone will go back and fix the very standard issue

IMAP Sync needs improvement

Why is AC not syncing emails between a contact and a user at the contact level? This is absolutely one of the most basic CRM features. For some odd reason AC only thinks emails should be tied to a contact once a Deal is created. The issue is that it actually doesn’t sync any of the past emails only the emails sent after the deal was created. I am dumbfounded that this basic feature doesn’t exist. How can a company expect to migrate over to AC from a past CRM and now loose all of the past email…

[rich-massey]

agreed here 100%

The 1:1 emails in Active Campaign requires immediate improvement and added functionality.

there is no two-way sync with Gsuite Office/Outlook etc.

Our team would love to stay in the AC platform to handle our customers full 1:1 email relationships.
Incoming messages from our subscribers or customers and vendors are NOT added to the contact record. But two way syncing works fine on the Deal records. We don’t make a deal everytime we make sales call or a customer makes an order request.

two way syncing with gmail etc, group 1:1 messaging, file attachments, in-line images, links, personalization tokens and full email functionality from the contact record is so needed in AC.

[rich-massey]

This is EXACTLY right! Why does email sync with our subscribers customers and vendors not function? But the functionality exists on the deal record , so frustrating.

Our team has to jump back and forth from gsuite to AC to manage our customers 1:1 emails

[acartas]

Hi Rich,

The two-way syncing & enhanced emailing capabilities from the contact record page is something that is currently top of mind. We are working on the design phase right now

If you have any other suggestions, don’t forget to submit it to ideas.activecampaign.com

[urbandirectwholesale]

I’ve turned on this option, but it’s not synced at all. How to perform that?