Email Capture Address

Your OnePageCRM Email Capture Address gives you the option to log your email communication with your customers in OnePageCRM if you're not connected with one of our Email Sync.

You can also use your Email Capture Address to forward incoming emails from contacts that have not yet been added to your OnePageCRM account, allowing you to create a new contact using the stored email.

Please note: The Email Capture Address is unique to each user.

In this article:
Find your OnePageCRM Email Capture Address
Use your OnePageCRM Email Capture Address

Find your OnePageCRM Email Capture Address

Go to your User/Profile icon (top right-hand corner) → Apps and Integrations → under Communication Apps click on Email.

Apps and Integration Page l Email

In case you are not connected to either of our Email Syncs scroll down to "Don't have Google or Outlook email account?" and open the drop-down, on the Configuration tab.

Email Configuration tab l Don't have Google or Outlook email account dropdown.

In case you are connected to one of our Email sync, please scroll down to "Need to forward emails and create new contacts in OnePageCRM?" and open the drop-down, on the Configuration tab.

Email configuration page l Need to forward emails and create new contacts in OnePageCRM?

Your unique Email Capture Address is found in the box below.

Note: If you are connected to the email sync and selected the Send and Save manually option, you can enable the Email Capture Address to be included automatically in outgoing emails.

Use your OnePageCRM Email Capture Address

You can use the Email Capture Address in different ways:

Send emails to a contact and log them in OnePageCRM

Forward emails to your Email Capture Address

Send emails to a contact and log them in OnePageCRM

If you're not connected with either of our 2 options for the Email Sync, you can still send emails and log them in OnePageCRM using your Email Capture Address.

Send emails to contacts directly from your OnePageCRM account by clicking on their email address.

Note: To make sure your email client opens automatically, make mailto your default. Include your Email Capture Address in the Bcc field and the email will be stored with your contact in OnePageCRM.

Contact Page l Email address

Note:

By toggling the slider next to Automatically include Email Capture Address (Useful if you use Send and Save manually sync option) to green, the email address will be added to the Bcc field in your mailto email client automatically.
Email addresses added in the Bcc field will not be stored in the CRM along with the email itself

Alternatively...

Reply to a contact from your email client provider and paste your Email Capture Address into the Bcc field. The email will then be logged in OnePageCRM for the contact associated with the contact.

Add Email Capture Address in Bcc field

Forward emails to your Email Capture Address

Once you forward an email to OnePageCRM you have 3 options:

Create a new contact and log the associated email under their activity
Assign this email to an existing contact
Delete the forwarded email

Forward the email by adding your Email Capture Address in the To: field.

Forward emails to the CRM

This email will be stored in the Notifications area under the Unassigned emails section in OnePageCRM.

Click on the bell icon (top right-hand side) → Unassigned Emails.

Bell icon l Notifications Area l Unassigned emails

In the Unassigned Emails tab you can now create a new contact, assign this email to an existing contact, or delete the forwarded email.

Unassigned emails

Notes:

If you decide to create a new contact, the unassigned email will be logged with the new contact and can be found:

on the Contacts Timeline
on the Email page under All Emails

Emails will be logged within a matter of minutes, but from time to time users may experience a slight delay depending on the volume of emails being processed at that time.
You can forward one email at a time to the CRM, using the Email Capture address

Email Capture Address

Find your OnePageCRM Email Capture Address

Use your OnePageCRM Email Capture Address

Send emails to a contact and log them in OnePageCRM

Alternatively...

Forward emails to your Email Capture Address

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