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How do I use the Auto BCC to CRM feature?

Mailbutler’s Auto BCC to CRM feature allows you to automatically send a copy of your outgoing emails to your favorite CRM tool or to any other email address.


Auto BCC to CRM is a Mailbutler Business feature which uses up an action for Essential and Pro users. To learn more about which features deplete your Mailbutler actions on the different subscriptions plans, please visit this article.

How to Auto BCC outgoing emails to a CRM

  1. Login to the Mailbutler Dashboard (https://bowtie.mailbutler.io/).
  2. Click on your email address at the top right.
  3. Click Preferences.screenshot of Mailbutler dashboard menu with preferences circled
  4. In Preferences, click Auto-BCC.screenshot of auto bcc tab on Mailbutler dashboard
  5. Click on the + symbol to add a new default BCC email address.screenshot of auto bcc tab on Mailbutler dashboard
  6. Enter the email address you want the email to be sent with (and BCC automatically attached) in Sender.
  7. Enter the email address of the recipient who should be automatically linked to the bcc.

    Please note that if you want the BCC to be automatic for every sent email, you have to write an asterisk next to recipient. (like in the screenshot below).

    screenshot of auto bcc tab on Mailbutler dashboard
  8. Finally, next to BCC, enter the email address that will become the automatic BCC
  9. Now, click Save preferences.
  10. In your Apple mail, compose a new message. The BCC will be automatically added in the BCC segment.
Updated on 23 January, 2020

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