Zoho CRM
Log emails in Zoho CRM
Log any customer email on the right Zoho CRM record in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
Eleanor Hartley
Revised delivery dates for September
Your instructions
Log this on the Hartley Brickworks account and set a task to reply by Friday.
Zoho CRM
Log the email as a note
The Hartley Brickworks account
Zoho CRM
Set a task to reply
Due Fri 28 Aug
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 the Hartley Brickworks account and set a task to reply by Friday".
The email lands as a note on the right record: a contact found by their email address, or an account, deal or lead found by name. The follow-up task from your instructions is set at the same time, and the email's files go on the record if you asked for them.
You receive a confirmation email containing what was logged and where, 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 Zoho CRM?
- Forward the email to your ForwardThis address with some simple instructions, like "log this on the Hartley Brickworks account". ForwardThis adds it as a note on the record and replies to confirm. The first time, you will need a free ForwardThis account with Zoho CRM connected. It takes about 30 seconds.
- Which record does it land on?
- A contact, found by their email address, or an account, deal or lead, found by name. If nothing matches, ForwardThis asks rather than guessing.
- Can it log a call instead of a note?
- Yes. Ask for a call and it is logged as one, which keeps phone conversations you are writing up separate from plain notes.
- What if the sender is not in Zoho CRM yet?
- Ask ForwardThis to add them first and it can: a new contact is created from the sender's details, and the note goes on it.
- Doesn't Zoho CRM have a BCC address for this?
- It does. Zoho CRM's BCC dropbox logs a copy of mail you send against the matching contact, and it is the right tool for outgoing mail you remember to copy in. ForwardThis works on anything already in your inbox, can file against an account or deal rather than only the sender, and can set the follow-up task in the same forward.
- What if it logs against the wrong record?
- The confirmation email includes an undo for 24 hours, which removes the note again. Then forward it once more with the right record.
- 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.