Import email history relate with contacts

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Import email history relate with contacts

Postby whitesock23 » Thu May 24, 2018 3:34 pm

Hi everyone,

It is possible to import email history and automatically related with contacts based on email address? What we need to accomplish is to open a contact and verify all past communication?

Thanks in advanced

Tiago
whitesock23
 
Posts: 1
Joined: Thu May 24, 2018 3:29 pm

Re: Import email history relate with contacts

Postby Kate » Sat Jun 09, 2018 8:09 am

Hello Tiago,

Following this link you find the detailed information on how to link a conversation or a single message to a CRM contact.

Kind regards
Kate
 
Posts: 153
Joined: Mon Feb 09, 2015 11:17 am


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