Setup Email Capture

Please fill out the form below with the information requested. Once we have received this information, we can complete the setup of your Email Capture service. SalesNexus Email Capture service is unique. It is independent of your PC, so you’re not bound to any special software or Operating System.

What is Email Capture?

Email capture is a tool that allows incoming and outgoing emails to be recorded into your SalesNexus database. These emails are saved to each contacts records in noted history. In order for this to work, a dedicated email box must be set up, just for email capture, that is completely separate from other email boxes and is not accessed by any users.

How It Works

This service works by checking a dedicated mailbox for new emails sent to you or from you. This box is not one that is generally used by someone but rather a dedicated email box that is just used for email capture receive and send emails to the SalesNexus database. When an email is sent to you, your email account will automatically forward a copy of the email to this second dedicated email box. This dedicated email box will then send the email to SalesNexus where it is automatically logged with the proper contact. When you send an email, a copy of that email is also sent to the second dedicated email box where it is also send to SalesNexus and logged. For each email, the addresses of the sender and receiver are compared with the email address of each contact in your database. Therefore, the email address of the contact must be entered in the SalesNexus contact profile. When a match is found, that email is logged in the proper contact’s history. Before we start this service, you’ll need to set up a few things on your end.

Step 1:

Create a new dedicated email mailbox that will be used exclusively for Email Capture. No matter how many users you have, only one dedicated mailbox is needed. Once the new mailbox is configured, please fill out the form below with the required information.

Step 2:

To track incoming emails, you will need to change your email server settings. For the email address of each salesnexus user, set the server to send a copy of all incoming emails to the dedicated mailbox you created. Outgoing emails also need to be copied to the email capture mailbox. If your email server allows you to copy outgoing email to the email capture, please configure this now as well. NOTE: This service does not take the place of your current email client, be sure that your primary mailbox is still receiving a copy of your incoming email.

Additional Setup:

SalesNexus is responsible for configuring our system to pull emails from your email capture specific mailbox. You will be responsible for setting up the dedicated email mailbox and getting the emails to this mailbox. If your email server will not automatically copy outgoing emails, you will need to configure your email client to do this for you. If you need help setting up your email capture, we can help you at an additional fee.