Email to CRM

Email to CRM files customer emails on the right customer's timeline, next to their texts, so the whole conversation lives in one place.

What files itself

• Replies to emails you send from Gafferly come straight back onto the customer's timeline, nothing to do.
• Emails the customer sends to your firm's unique Email to CRM address (shown in Settings → Customer notifications) are matched by the sender's address and filed automatically. An auto-forward rule from your inbox that keeps the customer as the sender works the same way.

What needs a human

If you manually forward a customer's email, or BCC the address on an email YOU send, the sender is you, so there's no customer to match. And when an email arrives from an address not on file, Gafferly raises a heads-up notification with the sender and subject so you know it exists, add the customer (or their email address), then have them resend or set up auto-forwarding.

Tip: save the address as a phone contact called "Gafferly" so it's always one tap away.

Prefer your own mailbox?

The same settings screen has a Connect Outlook card: connect your Microsoft 365 mailbox and the manual replies you send to customers go from your own address (landing in your Sent items), with their replies syncing back automatically.

Once an email is on a customer's thread, the AI ✨ Suggest reply works on it just like a text.