In a CRM, email features and integrations are incredibly useful for staying in touch with your prospects and customers.
We have Help Center articles to explain all the ways you can send, receive, and track emails in Nutshell, but we thought we’d save you some clicks by covering all our various methods of email tracking in one place. Let’s get started!
1) BCC’ing emails into Nutshell
Ever since Nutshell was first launched, our BCC feature has provided a simple way to keep track of your sales conversations from any email client.
You can use BCC two ways: Either forward emails you receive to firstname.lastname@example.org, or include email@example.com in the “BCC” field when you send outgoing emails to customers. In either case, Nutshell will decode who is listed in the “to” and “from” fields of the header, and attach the email conversations to the right timelines in your Nutshell account.
2) Sending emails directly from Nutshell
Nutshell now offers two-way email sync with Gmail and Office 365, which means you can send and receive work emails directly from your CRM if you use those platforms. Even if you use a different email program, you can still send and reply to emails out of Nutshell by adding your provider’s SMTP settings.
Sending emails through Nutshell is a big time-saver for me—I can check through past correspondence with someone and then fire off an email quickly on the spot, rather than having to navigate away to my email client.
3) Using Nutshell features in your Gmail/Outlook inbox
Our Nutshell for Gmail Chrome extension and Nutshell for Outlook add-in both bring the power of Nutshell to your inbox, allowing you to manage Nutshell contacts and leads directly from your email program. These extensions allow you to quickly view Nutshell records for anyone in the email conversation, create tasks, track communication timelines, write notes, and much more.
This method of email tracking is perfect for Nutshell users who prefer to work out of their Gmail or Outlook inbox, or occasionally switch back and forth between their CRM and email program. No matter how you like to work, Nutshell helps you stay organized and productive wherever you are.