Scrape emails from my clients off my Google mail and post to my Infusionsoft task, linked to the clients record
•I have clients email me tasks – (and sometimes leave voice mail or text) I use google mail This happens many times a day
•Today I have to cut and paste that request into the clients InfusionSoft record as a task – so we have a record of it and fulfill the request
•Can it be set up that inbound emails (if the email sender is in my infusionsoft) will open a task in the InfusionSoft record and post a task with the subject line to my task list, so it shows up in my daily tasks list.
•Is it possible that I can figure out a way to do the same thing on voice mails or text (far less important)
•If the email imports to InfusionSoft it can be marked as read, or deleted or stared or something like that in Google. If the email did NOT import because we don’t have that address on file, it stays in my google mail unread file until I take care of it
Thank You
KC Truby founder
www.autokept.com
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Anonymous commented
Clients email me all day long with request. I have to cut and paste those into INF now, any way they could come directly into my task list for delegation to my team etc.