Atomic CRM can receive inbound emails and automatically create or update contacts based on the email content. This feature is useful to keep your CRM up-to-date with the latest interactions with your contacts.
You must setup Postmark and Supabase to use the inbound email feature. Check the Inbound Email Setup documentation for more information.
Send of forward emails to Atomic CRM's inbound email address to automatically add notes to the corresponding contacts. You can find this email address in the user menu by clicking on the "My Info" menu item, in the "Inbound Email" section. It looks like xxxxxxx@inbound.postmarkapp.com.
Atomic CRM uses the sender's email address to identify the user member, and the recipient's email address to identify the contact. If the contact does not yet exist, Atomic CRM creates it using the email's domain as company name.
Tip: Use the Bcc field to send emails to Atomic CRM without notifying the recipients.
Consider the following email:
From: Jane Doe <jane.doe@marmelab.com>
To: Kim Hegmann <kim.gegmann@acme.com>
Cc: xxxxxxx@inbound.postmarkapp.com
Subject: Meeting with Kim Hegmann
Hi Kim,
I would like to schedule a meeting with you next week. Please let me know your availability.When receiving this email, Atomic CRM will:
- Create the Acme company if it does not exist
- Create the Kim Hegmann contact if it does not exist
- Associate both to Jane Doe
- Add a note to the Kim Hegmann contact with the following content:
Meeting with Kim Hegmann
Hi Kim,
I would like to schedule a meeting with you next week. Please let me know your availability.