Use the link email address

With Google and Office 365 integration, the emails you exchange with your customers are automatically linked and archived in their contact records.

The link email address lets you link the email exchanges you have with your insurers or general agent to your contact records. It's super handy for finding conversations that concern the customer.

And it's all done automatically when you send your email.

How it works

Each contact record has a unique linking email address. As soon as you add this address to your cc or bcc recipients, the email will be automatically linked and archived in your contact record.

You can also forward an email received at this address to link it to your contact.

Where to find the link email address

Simply click on the New email button to find the link email address.

Additional information

To link an email to several contacts, simply add their linking emails to the communication.

Normally, subsequent email exchanges should contain the linking email and therefore automatically link to the contact.