If I were to sync my email account and (as I understand it) - The system will automatically update the Contact Record.
What if I’m emailing, say, a friend about a very personal topic - What would happen then?
If said friend is NOT in Infusionsoft?
If said friend IS in Infusionsoft?
Hi Cindy:
Here is the Infusionsoft by Keap link about email sync:
https://help.infusionsoft.com/help/email-sync-gmail-and-microsoft
I believe this is the answer you were looking for:
Q: Will a new contact be created for emails from addresses not listed in Infusionsoft?
Jeff
Thank you Jeff!!
Yes, that’s exactly what I needed.
Then, of course, the first thing I see is “doesn’t work with Exchange” - Uggghhh…
Then again, maybe we really don’t need to use Exchange.
I’ll have to think about this - The benefits totally outweigh using Exchange …but not sure of the work that goes into it…
(typing out loud)