Forward your customers’ replies to Upflow so they’re centralized on their Timeline, along with the reminders they follow up on. You can manually forward them individually or automate the process to gain time and not miss a single message!
An Upflow email address is automatically generated with each of your organizations.
Emails sent to this address are cross-referenced with your completed actions. When there’s a match, they are imported to the right customer’s timeline.
Formats: PDF, DOCX, XLSX, ODT, ODS
Size per file: 26214400 bytes.
Number of files: 500
Combining the import with the Reply-to feature
When configuring a workflow, you indicate who receives your actions’ replies: their sender or a custom address.
Automate the replies import from your email client (Gmail, Microsoft…)
Test your setup by sending an email to your reply-to email address
Each organization has its forwarding email address.
If you manage several organizations and want to import replies to all of them, you will need to restart with each.