Introduction

As outlined in the article Contact Capture/Email Parsing relink, LoftyWorks can automatically import contacts into your CRM via email parsing. Some services, however, are unable to add an additional email address to send new contact notification emails to the "@loftyworks.me" address that is typically used for this purpose. Setting up forwarding rules might be necessary.

The instructions provided here are for Google Gmail and Microsoft Exchange. If you use a service other than these two, you will need to refer to their help resources to set up email forwarding.

Summary

• Gmail
• Microsoft Exchange

Gmail

Part 1: Setting up Email Forwarding Address

1. Log in to your Gmail account.
2. Click on the “Settings” icon in the top right corner. A drop-down menu will appear.
3. In the drop-down, select "See all settings". This will bring you to the Settings section.
4. From the Settings section, click on the "Forwarding and POP/IMAP" tab.
5. Click the "Add a forwarding address" button. A pop-up window will appear.

6. In the pop-up window, paste your LoftyWorks email address (@loftyworks.me) into the field and then click "Next". 

In the next window, to request a confirmation code, select "Proceed". Within a few minutes, an email will be sent to the email address that you are setting up for email forwarding. This email will contain your confirmation code. *IMPORTANT: If you are forwarding to the @loftyworks.me email address, you will need to request this code from the LoftyWorks Support Team.

After inputting the code, click "Verify" to complete this step.

7. Select "OK". The pop-up will disappear, and you will see the email address under "Add a forwarding address". 

8. On the "Forwarding and POP/IMAP" page, make sure that "Disable Forwarding" is selected -- by default, this should be selected.

Part 2: Setting up Filtering

Once you have set up forwarding (the forwarding address must be verified first), you will need to set up a filter to start forwarding only the emails from supported sources to your LoftyWorks CRM.

1. Click on the "Filters" tab in your Gmail settings (to the left of the "Forwarding and POP/IMAP" tab)
2. Select "Create a new filter".
3. In the pop-up that displays, you'll want to enter the email address below into the "From" field. To do this, copy the email address below, then paste it into the "From" field. For example, contacts@email.realtor.com:

4. Select "Create filter".

5. On the next screen that displays, check the box beside"Forward it to".

6. From the drop-down menu, select your email address that ends in "@loftyworks.me". 

*IMPORTANT: DO NOT check the box beside "Also apply a filter to matching conversations."

7. Select "Create Filter" to add this filter to your filter list.

Microsoft Exchange

1. Log in to your Exchange account, go to Settings in the top right corner, then click Options.

2. Click Inbox and sweep rules under Options.

3. Click the + icon to create a new Inbox Rule.

4. Here you can set the Name, and add Conditions and Actions to the rule. The Conditions you set will filter your emails.

5. Emails fitting the criteria you have set in the Conditions will be forwarded according to the Actions you have added to the inbox rule.

6. Filter your email by adding Conditions such as Received from and include these words.

7. In Add Action you can select where the filtered emails get forwarded to (using Redirect the message to). 

8. After you have set the Conditions and Actions the Inbox rule will appear. Here you can delete and edit the rules.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.