Integrations

How to BCC Emails to Salesforce

How to BCC Emails to Salesforce

Blind copying emails to Salesforce allows you to automatically log communication without needing a native integration, ensuring all interactions are tracked and accessible in your CRM.

In this article:

  • Step 1: Find your Salesforce BCC email

  • Step 2: Add the BCC email to QuickMail

Step 1: Find Your Salesforce BCC Email

Go to Salesforce → click your thumbnail in the upper right corner → Settings.

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Select the Email tab → click My Email to Salesforce → copy your Email to Salesforce address (highlighted in yellow).

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Step 2: Add the BCC Email to QuickMail

Paste the Email to Salesforce address into QuickMail. There are two ways to do this:

Option 1: Workspace Level

Adding a BCC email at the workspace level automatically BCCs all emails sent from the workspace, regardless of which email account is used.

Option 2: Email Account Level

Adding a BCC email at the email account level BCCs emails sent from that specific email account only.

Go to ChannelsEmails → click on the email account → Sending tab → fill in the BCC All emails going out using this inbox field.

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