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Bobby Suite

Email in Bobby CRM

Two ways to capture emails

Section titled “Two ways to capture emails”

Bobby CRM offers two approaches to email integration:

Section titled “1. Full Email Sync (recommended)”

Connect your Gmail or Outlook account to automatically sync all your emails. Emails are matched to contacts and companies in your CRM based on email addresses.

What you get:

  • Automatic sync of all inbox and sent emails
  • View email threads on contact, company, and deal pages
  • Compose and send emails directly from the CRM
  • Auto-linking to CRM contacts by email address

Requirements:

  • Your admin must configure OAuth credentials first (one-time setup)
  • You need a Gmail or Outlook account

2. BCC Email Logging (simple)

Section titled “2. BCC Email Logging (simple)”

Add your unique BCC address when sending emails to automatically create email activities in the CRM.

What you get:

  • Works with any email client (Gmail, Outlook, Apple Mail, etc.)
  • No admin setup needed
  • Creates email activities linked to matching contacts

Limitations:

  • Only captures emails you manually BCC
  • No email threads or conversation history
  • Cannot send from CRM

Which should I use?

Section titled “Which should I use?”
ScenarioRecommendation
You use Gmail or OutlookFull email sync — automatic and comprehensive
You use a different email clientBCC logging — works everywhere
Your admin hasn’t set up OAuth yetBCC logging — no admin setup needed
You want maximum email visibilityBoth — sync for automatic capture, BCC as backup for other clients

Next steps

Section titled “Next steps”