Inbound Email Automation

AI Smart Processing

Create contacts, deals, and companies using natural language. Simply send or forward emails to your personal automation email address and describe what you want done. Our AI will automatically process your request and create the necessary CRM items.

Personal Automation Email

How It Works

The automation process is simple and intuitive. No special syntax or commands required - just write in plain English.

1

Copy Your Automation Email

Find your personal automation email address in the image above and copy it.

2

Send or Forward Email

Send an email to your automation address or forward existing emails from customers.

3

Describe What You Want

Write in natural language what you want to accomplish. No special syntax needed.

4

AI Does the Rest

Our AI analyzes your request and automatically creates deals, contacts, companies, and links them together.

Example Usage

Here's an example of how you can describe your request in natural language:

Email Subject: New Lead Processing

Email Body:

Create me a deal with the title "Acme Corp Q1" with a value of 10k, the contact person for this is john@acmecorp.com.

What the AI Will Create:

  • • Deal titled "Acme Corp Q1" with $10,000 value
  • • Contact with email john@acmecorp.com
  • • Company "Acme Corp" (extracted from deal title)
  • • Automatic linking of contact and company to the deal

Forwarding Customer Emails

You can also forward emails directly from customers to your automation email. The AI will analyze the customer's information and create appropriate CRM entries.

Benefits of Email Forwarding:

  • • Automatically extract contact information from email signatures
  • • Create deals based on email content and context
  • • Preserve original communication for reference
  • • Quick lead capture from any email client