How to add BCC Google Workspace emails for 2-way sync with CRM - GoHighLevel

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  • Опубликовано: 30 ноя 2024
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Комментарии • 18

  • @sh4ury420
    @sh4ury420 4 месяца назад +2

    Great stuff!!

  • @toddshields9376
    @toddshields9376 Месяц назад

    You already had the contact in GHL, so you don't need to do the BCC from gmail. The BCC from GHL is if you are sending a COLD email to a new client who is not a contact in GHL. As long as they are a contact it will sync without these steps. With these steps the way you have done it still doesn't work for cold emails originating from gmail.

  • @noktuz
    @noktuz 3 месяца назад +1

    If the emails are already set up with two-way sync, why would I need to use the Auto BCC feature? Isn’t that redundant? I assume that with two-way sync, I should be able to see everything sent from Gmail in the CRM and vice versa. I’m unclear on when Auto BCC would be necessary unless it’s specifically for automatically adding contacts to the CRM.

    • @noktuz
      @noktuz 3 месяца назад

      And why would I need to use that long Auto BCC email when I can simply add the dedicated subdomain email as a BCC instead? What’s the difference between using the Auto BCC email and just BCCing any email that ends with the dedicated subdomain?

    • @toddshields9376
      @toddshields9376 Месяц назад

      IT is supposed to be to auto add contact to GHL so the emails will sync there as well on a cold first outreach originating from gmail. this setup doesn't work for that however.

  • @emerycoaching
    @emerycoaching 4 месяца назад +1

    I followed this exactly and tried different BCC emails, including the GHL BCC email, and it didn't work. I tried it manually by adding the GHL BCC email to the BCC line in an email, and it worked, but I can't get the workspace to comply. Are there other settings in the workspace to consider that would prevent this from working?

    • @DavidREsau
      @DavidREsau 4 месяца назад

      Did you set up your email in GHL with your workspace email and app password?

    • @clicktrackmarketing
      @clicktrackmarketing  Месяц назад

      Are the contacts in your GHL account already?

    • @toddshields9376
      @toddshields9376 Месяц назад

      Same here, in his example he already had a contact in GHL which is why it looks like it works. I have had the same issue with this style of setup, google doesn't forward the emails as expected. so GHL doesn't get then imported.

  • @LucasOConnor4fun
    @LucasOConnor4fun 4 месяца назад

    what if i have multiple users in the ghl subaccount that i want this feature to work for? Will the bcc add in admin panel apply to all emails across the organization?

  • @shanujas8
    @shanujas8 4 месяца назад +1

    Thank you! When someone first sends me an email, it does not show up in my ghl conversations tab.
    You have some tips on how to get it to show up in ghl as well as my gmail.

    • @DavidREsau
      @DavidREsau 4 месяца назад

      Reply from GHL first and it will work from there on out.

    • @DreamlandAgency-d4c
      @DreamlandAgency-d4c Месяц назад

      @@DavidREsau All of my replies land on my instantly inbox and not in the conversations tab - should i delete my tracking domain in instantly to fix this?

    • @clicktrackmarketing
      @clicktrackmarketing  Месяц назад

      @@DreamlandAgency-d4c Which email did you set your profile and account up with and did you sync that? Also, Are the contacts in your GHL account or all cold emails in Instantly? They need to be contacts in your GHL account in order for it to work.

    • @DreamlandAgency-d4c
      @DreamlandAgency-d4c Месяц назад

      @@clicktrackmarketing I set the same email up for instantly and GHL becasue i wanted to warm it up in instantly. But I finally solve that and can see the replies in the conversations tab. But I am assuming that using the same email wouldn't have an effect right?

  • @jaydez_
    @jaydez_ 3 месяца назад

    Does anyone else get a Message not delivered error when adding their GHL BCC auto sync?

    • @Fdaz464
      @Fdaz464 Месяц назад

      Yep one of my clients does and have no idea how to fix it. Let me know if you've solved this

  • @danielvo3708
    @danielvo3708 5 месяцев назад +1

    high level huh..