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Attach sent email to a specific record in Beacon

Log an Activity record in Beacon against any specific record instead of the Person record, by Bcc-ing Zapier and including the Record ID in your subject line. If you'd like your email to log against the Person too, add both the Zapier email address and your usual Beacon Bcc email address.

Ben Cookcreated by Ben Cook
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How Zapier works (57 sec)
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  • Formatter by Zapier logo

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