Email to Freshsales,
the easy way

Why you need ForwardThis

Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.

Questions

How do I send an email to Freshsales?

Forward the email to your ForwardThis address with a line saying what to do with it, like "log this on Daniel Osei's contact". ForwardThis finds the contact, records the note against them, and replies to confirm. The first time, you'll need a free account with Freshsales connected, which takes about 30 seconds - that's the entire Freshsales email integration.

Can it create a deal or move one to the next stage?

No. Creating or moving a deal writes a forecast number and a pipeline stage, and both are judgements a salesperson makes rather than something an email should decide. It can find deals and sales accounts by name, and it can log a note against either, so the conversation still lands on the right record. Bulk updates and sales sequences are out too: nothing you forward will start a sequence or change a list of people at once.

Can it create a task in Freshsales?

No, and the reason is worth knowing. Freshsales requires an owner on every task, so a task made from an email would either fail or land quietly with whoever connected the account rather than the person who should actually do it. Rather than guess, it leaves Freshsales tasks alone. ForwardThis can create the task in the app your team works from instead, in the same email.

What if the person isn't in Freshsales yet?

Say so and it adds them. Freshsales needs at least an email address or a mobile number on a new contact, and a forwarded email nearly always supplies the email. On someone already there it can correct the name, email, mobile and work numbers, job title, city and country.

What if it logs something on the wrong record?

The confirmation email includes an undo that works for 24 hours. A note is deleted again, a contact it added goes to the recycle bin, and a detail it changed is put back exactly as it was, unless someone has edited that same field since, in which case it stops and tells you rather than overwriting their work.