Freshsales
Log emails in Freshsales
Log any customer email on the right Freshsales contact in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
Sofia Marchetti
Re: Service contract - new number
Your instructions
Log this on Sofia's contact and update her mobile number.
Freshsales
Log the reply as a note
Sofia Marchetti's contact
Freshsales
Update her mobile number
07700 900418
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the email to your ForwardThis address with some simple instructions, like "log this on Sofia's contact and update her mobile number".
The email lands as a note on the contact, found by their email address, or on a deal or an account instead, so a support issue can sit next to the sales history. A new contact, or a corrected phone number or job title from the email, goes in at the same time if your instructions ask for it.
You receive a confirmation email containing what was logged and changed, plus an undo button if something doesn't look right.
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.
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.
FAQs
- How do I log an email in Freshsales?
- Forward the email to your ForwardThis address with some simple instructions, like "log this on Sofia's contact". ForwardThis adds it as a note on the contact and replies to confirm. The first time, you will need a free ForwardThis account with Freshsales connected. It takes about 30 seconds.
- Can the note go on a deal or an account instead?
- Yes. The contact is the default, matched from the sender's address, but your instructions can send it to a deal or an account by name, handy in teams that run support and sales side by side, where a complaint belongs next to the account's history rather than on one person.
- Can it keep contact details up to date?
- Yes. When an email carries a new number, a job change or a new city, ForwardThis can correct those details on the contact in the same forward. Undo restores the exact previous values, and steps aside if a colleague has edited the same field since.
- Can it create or move a deal?
- No. It can look a deal up and tell you where it stands, but a deal's value and stage are sales judgements, and ForwardThis never writes them from a forwarded email. Notes, contacts and contact details are its territory.
- Can I ask it questions without changing anything?
- Yes. Forward an email and ask "what do we have on Marchetti Kitchens?" or "where is the Henderson deal?" and the answer comes back in your reply, read straight from Freshsales with nothing edited.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.
- What happens to my email afterwards?
- It gets deleted. ForwardThis holds your email briefly in case you press undo, then removes it completely. Nothing is stored long term.