Add incoming client emails to CRM contact records
Add incoming client emails to CRM contact records
Incoming client and referral emails arrive unlogged and leave investigators without contact context, slowing case triage. You get recorded contacts and engagement logs ready for investigators same day.
Workflow preview:
Zap details:
Overview
Route every external sender into your CRM and attach their incoming message to the contact record so investigators and project coordinators always have context at intake. That reduces manual logging and delivers audit-ready engagement history same day.