Forward Email to Mothernode CRM to Add Customer and Contact Notes

There are multiple options for easily forwarding email correspondence to Mothernode CRM Customers and Contacts, including our Chrome Extension (Gmail) and Outlook Add-in. In this article, we focus on an additional method that you can use with any email client.

Please note that this method only works if your email address tied to your email account matches the email address that you use to log in to your Mothernode CRM account. This requirement is a security protocol in Mothernode CRM, to protect your Mothernode account from receiving spam email. If the email address does not match, Mothernode will reject any email it receives, again as a security precaution. 

Mothernode CRM maintains one unique email address that you can copy, place into your email client’s address book, and subsequently include in your sent email (in the BCC: field). Your sent email that includes the special address will insert the email correspondence as a note within the Events panel for both the Customer and Contact that the email is sent to.

Access any Customer Profile record to locate the unique email address (Your Mothernode account may use a label other than Customer, ex. Account, Member, Merchant, etc.). The address is located at the bottom of every Customer Profile. Click the Copy icon to copy the special address to your clipboard as you set up the entry in your address book:

The unique email address is the same across all of your Customer profiles, so you only have to save this once to your email client’s address book. Set it up in your address book under a name that is easy to remember, such as “MN Customers” or a different name of your preference.

Now, when you send an email to your contact as you normally would, and you would like to copy the correspondence to the related Customer and Contact record in Mothernode CRM as a note, simply add “MN Customers” (or preferred name in your address book) to the BCC: field in your email, and Mothernode will automatically add the correspondence to the Contact and Customer records.

The Events panel in the related Mothernode Customer and Contact record will now include a copy of the correspondence:

Click here for more information regarding the Mothernode CRM Outlook Add-in.

Click here for more information regarding the Mothernode CRM Chrome Extension.

Print Friendly, PDF & Email

Was this article helpful?

Related Articles