Selective Email Sync to Creatio

Hi,

We’re looking for a way to sync emails selectively to Creatio. I know we can set up folders and sync only specific ones, but that requires users to manually drag emails, which adds an extra step.

Do you know of a better solution or an add-on that could help?

Thanks in advance,
Chani

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1 comments

Using a specific folder is the only option. However, you don't need to only rely on the user to copy emails there. It's possible to setup mailbox rules to do that automatically as well.

Ryan

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