Managing Email Replies and Synchronization in FunnelBud
Option 1: Inbox Sync and Replies
Set up sending emails (e.g., info@example.com, marketing@example.com) as users in FunnelBud Flow and sync Gmail/Outlook inboxes from the User Profile.
Replies from CRM contacts sync to your inbox and Conversations.
How It Works:
Individual Emails: Replies go to the sender’s email (e.g., joe@example.com).
Bulk Emails: If a custom “From” email is set (e.g., info@example.com), replies go there; otherwise, replies default to the subdomain (e.g., m.example.com).
Workflows/Automation: Emails use sub-account providers, and replies go to m.example.com (not inbox-synced).
Limitations:
Volume limits apply based on the email service.
Option 2: Use Reply-To Feature
For campaigns, set a custom reply-to address directly in the campaign settings or under Settings → Email Services → Reply & Forward.
Workflow emails don’t support custom reply-to but use the account-level reply-to address.
Reply Priority:
Campaigns: Custom reply-to takes precedence; fallback is the account-level reply-to.
Workflows: Replies go to the account-level reply-to address.
FAQs on Two-Way Email Sync with Outlook
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Are received emails from CRM contacts synced?
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Yes, inbound emails sync to both the CRM and Gmail/Outlook inbox.
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Will removing a synced account delete emails?
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No, previously synced emails remain unaffected.
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What if a contact exists in multiple CRM locations?
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Email replies reflect only in the respective location but inbound emails sync to all.
For more details:
- Outlook Sync Details : https://help.funnelbud.com/?article_id=2276
- Reply Management : https://help.funnelbud.com/?article_id=4966
- Gmail Sync Details : https://help.funnelbud.com/?article_id=748