Email Synchronization and Smart BCC

Linking emails to CRM records, attachments, and BCC address.

Last updated 13 days ago

Go to Settings → Email → Email Synchronization. At the top, you will see your account's Smart BCC address. By adding this address to the BCC field of an outgoing email, Hanna can log the email against the relevant CRM record.

The toggles for Syncing Contacts, Syncing Leads, and Syncing Projects determine which relationships to look for based on the email addresses. Project options depend on your Hanna plan.

After enabling Save files, select the allowed file extensions. The option Display files in the Files section makes attachments easier to find on the record card, but it increases visibility and storage usage.

Automatic contact creation by domain can create a new contact when a specific email address is unknown but its domain matches a company's domain. Before enabling this, ensure your contact data and domain information are up to date.

If an email fails to link, check the mailbox scanning settings, selected folders, sender and recipient addresses in the CRM, and the global synchronization toggles.

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