Incoming Emails

Collabspot allows you to save the emails you received straight from Gmail to your Sugar instance. 

Take note that incoming emails must be manually archived to Sugar.

How to Archive Incoming Emails

There are two ways to archive Incoming Emails:

1. Quick Add to SugarCRM - automatically archive emails to related Contacts and Accounts.

2. Save to SugarCRM - Select related entries where an email will be archived to.

Note: You can choose to relate an email to the following: 

  • A Lead
  • Another Contact
  • Another Account
  • An existing Opportunity
  • An existing Case

For both email archiving feature, wait for the confirmation that email was successfully saved to Sugar.