ForwardThis

An ops assistant for your inbox

ForwardThis for sales teams

Sales teams run on email. Leads, meeting requests, deal updates, signed orders, pricing requests: they all land in your inbox, and every one of them is a job. Forward the email with some simple instructions and ForwardThis does the work in the apps you already use.

You forward

Karen Boyd

Interested in a demo

Your instructions

Add Karen to the CRM as a lead, with a task to call her tomorrow.

  • Salesforce

    Create a lead and a task

    Call due tomorrow

You receive a confirmation email once complete, with an undo button that works for 24 hours.

Get started

Setup in 30 seconds.

The emails sales teams deal with every day

The repetitive jobs you would normally hand to someone else, or do yourself by switching between apps. Each one is one forwarded email.

  • An inbound lead

    “Log this as a lead with a task to call back tomorrow morning.”

    The lead is in your CRM with the follow-up task attached, so nobody has to remember to chase it.

  • A demo request

    “Book the demo for Tuesday at 10am with a video link.”

    The demo goes in your calendar with the thread attached to the invite.

  • A buyer's reply on a live deal

    “Add a note to the Arden deal that sign-off has moved to the 20th.”

    The update sits on the deal record, so the pipeline reflects what the buyer actually said.

  • A signed order

    “File this under Customers/Weldon/Orders and post it in #sales.”

    The order is filed in the customer's folder, and the team hears about it once you approve the message.

  • A pricing request

    “Set a task on their record to send pricing by Thursday.”

    The request becomes a task on the contact's record, with a date on it, so it is answered on time.

  • Weekly numbers from a distributor

    “Add each region's figures to the Weekly Sales sheet as a row.”

    The figures become rows in the sheet, so the weekly report is ready when Monday comes.

  • A new contact from an event

    “Add Hannah to the CRM with a note that we met at the trade show.”

    The contact is in your CRM with the context saved as a note, before the detail fades.

  • A proposal to file

    “Save this under Customers/Arden/Proposals.”

    The proposal is filed in the customer's folder, next to everything else about the account.

  • A lead the whole team should see

    “Post this in #sales with the company name and what they asked for.”

    The message is shown to you first, and lands in the channel once you approve it.

What is ForwardThis?

ForwardThis is an AI email assistant that turns email into action in 144+ of the apps you use every day.

  • Works with any email

    Compatible with any personal or professional email provider. Gmail, Outlook and more.

  • 144+ apps

    Works across the apps you already use, with more added every month.

  • Setup in seconds

    Nothing to install and no workflows to build. Sign up, forward an email, and it runs.

  • Secure & private

    ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.

How it works

  1. Forward an email

    Forward any email with a simple instruction: “Save the attachment.” “Add this to my calendar.” “Create a task for Priya.” One email can ask for several things at once.

  2. ForwardThis does the work

    It reads your email, then connects to your existing apps & tools to carry out the job. No workflows to build. No copying and pasting between tabs.

  3. Done.

    ForwardThis replies when it’s done. With a short summary - and an undo button if something doesn’t look right.

Try it with a real email.

Forward any email to the address below to see what ForwardThis can do. No signup required.

Occasional product emails may follow.

Workflows sales teams use

FAQs

How do sales teams use ForwardThis?
By forwarding the emails that carry work in them. A lead goes into the CRM with a follow-up task. A demo request lands in the calendar. A buyer's reply becomes a note on the deal record. A signed order gets filed and announced. Each one can be actioned from a single forwarded email.
Does it work with the CRM a sales team already uses?
Yes. It works with Salesforce, HubSpot, Pipedrive, Close, Attio, Google Calendar, Google Drive, Google Sheets, Slack and 144+ other apps. Each app takes one click to connect, and once connected it stays connected.
Can it send outreach or run sequences?
No. ForwardThis does not send cold outreach and does not run sequences. It handles the admin around selling: logging leads and contacts, adding notes and tasks to records, updating deals, booking meetings and filing paperwork. Your CRM's own tools do the outreach.
Can my team use it too?
We're working hard on getting our team plan ready to launch. If you'd like to use ForwardThis for your team, please email us for more information.
What happens to commercially sensitive emails?
Your email is processed securely and used only to carry out your instructions. ForwardThis keeps it just long enough for you to press undo, then deletes it completely. Nothing is stored long term.
Does it work with Salesloft or Outreach?
Not yet. ForwardThis cannot add work to those platforms today, and new apps are added every month. Everything else in the day is covered: the CRM, the calendar, files, sheets, Slack, and 144+ other apps.