{"id":2497,"date":"2015-05-07T20:19:19","date_gmt":"2015-05-08T03:19:19","guid":{"rendered":"https:\/\/vtiger.com\/blog\/?p=2497"},"modified":"2015-05-07T20:19:19","modified_gmt":"2015-05-08T03:19:19","slug":"mailroom-create-or-update-crm-records-and-attach-emails-with-a-bcc-forward-to-your-new-mailroom","status":"publish","type":"post","link":"https:\/\/two.vtiger.com\/blog\/mailroom-create-or-update-crm-records-and-attach-emails-with-a-bcc-forward-to-your-new-mailroom\/","title":{"rendered":"Mailroom: Create or Update CRM Records, and Attach Emails With a BCC or Forward to Vtiger"},"content":{"rendered":"

You receive an email from an upset customer. It\u2019s his lunch time, so understandably he\u2019s a bit hangry<\/a> and wants a quick answer. Your customer service team is the most appropriate group to reply, but to get them working on this customer problem you need to create a service ticket, attach it to the customer\u2019s record, then attach the email to the ticket so your customer service team can see it. Sounds like a lot of work, right? With Vtiger\u2019s Mailroom it\u2019s done in half a second – just forward the email to your Vtiger Mailroom address and you\u2019re done.<\/p>\n

Mailroom<\/a> is Vtiger\u2019s email processing tool – a digital ode to the physical mailrooms that organize mail at organizations big and small. It ensures that every inbound email ends up exactly where it should in Vtiger. Whether the email calls for creating or updating a lead, contact, ticket, or other record; or for the email to be attached to an existing record, it\u2019s done instantly with a simple forward to Mailroom. <\/p>\n

BCC \/ Forward, to create records and update record fields<\/b><\/p>\n

\"BCC<\/a>

BCC your Mailroom address while sending an e-mail to attach it to your Vtiger record<\/i> <\/center>
\n
\nHubspots\u2019s 2014-2015 State of Inbound: Sales Edition report notes that over 20% of sales professionals find manual data entry the most tedious part of using a CRM system. It doesn\u2019t help that when manually creating records and updating fields, sales reps are kept from doing what they do best – selling. Vtiger\u2019s Mailroom takes that tedium out of managing CRM data. To create an opportunity or update a contact record, sales reps simply forward a contact\u2019s email correspondence to their designated Vtiger Mailroom address. Mailroom then automatically creates relevant records and updates record fields, so that your sales reps can get back to selling.<\/p>\n

BCC \/ Forward, to attach emails to specific records<\/b><\/p>\n

\"email<\/a>
\n

Attached messages automatically appear in the related record’s email tab<\/i> <\/center>
\nBusinesses often set up a single customer service email address as a general starting point for customer service inquiries. By setting up that inbox to auto-forward emails to Mailroom, service teams can ensure that a lead and ticket are created for every email, with the related email attached. What happens to the email history, though, if a rep who\u2019s working on the case later receives a one-off email related to an open ticket? By simply forwarding that email to the ticket\u2019s Mailroom address<\/a>, Mailroom knows to attach it to that ticket. This means that customer service reps can more confidently depend on the Vtiger ticket to for all available information, enabling less task switching, and faster, more confident customer service.<\/p>\n

Combine with workflows for complete business automation<\/b><\/p>\n

Where Mailroom\u2019s automation work ends, Vtiger\u2019s workflows can pick up the work – automating things like notifications to support staff of a new support ticket so that they can start solving problems right away, or creating a follow-up task for a sales rep so that new leads never slip through the cracks. Combined, Mailroom and workflows automate entire business processes, enabling customer facing teams to spend more of their time driving business, rather than just managing it.<\/p>\n

To learn how to set-up your Mailroom read our documentation<\/a> or email us at support@vtiger.com<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"

You receive an email from an upset customer. It\u2019s his lunch time, so understandably he\u2019s a bit hangry and wants a quick answer. Your customer service team is the most appropriate group to reply, but to get them working on this customer problem you need to create a service ticket, attach it to the customer\u2019s… .Mailroom: Create or Update CRM Records, and Attach Emails With a BCC or Forward to Vtiger<\/span><\/a><\/p>\n","protected":false},"author":29,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3,15,26,29],"tags":[],"yoast_head":"\nMailroom: Create or Update CRM Records, and Attach Emails With a BCC or Forward to Vtiger - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/two.vtiger.com\/blog\/mailroom-create-or-update-crm-records-and-attach-emails-with-a-bcc-forward-to-your-new-mailroom\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mailroom: Create or Update CRM Records, and Attach Emails With a BCC or Forward to Vtiger - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates\" \/>\n<meta property=\"og:description\" content=\"You receive an email from an upset customer. 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