Setup email alias functionality

How Google Sync Works

Copper integrates with a user’s Google account via the email address the user signed up with.  This email should always be the user’s primary address which can be viewed underneath System Settings > Company Users.  Google Sync works by either creating a Google Authentication token the first time a user signs into Copper with Google or by installing Copper from the Apps Marketplace.

 

Google Sync is not supported for non-Google email accounts like Outlook or Yahoo or when an alias is used as the login ID for Copper.  If you sign up for a Copper account with an alias you will NOT be able to:

  1. Login with Google Account
  2. Enable Google Sync for email, contacts, tasks, calendar events, etc.

 

What is an alias?

An alias is an alternate address that points to a user's existing Gmail account. Mail sent to the user's primary address (the one you created for their Google Apps account) and any email aliases you add, all appear in the user's same Gmail inbox.

 

Email Alias                       Domain Alias

 

How Does Copper Sync Emails to or From an Alias

Any email that is sent to or from a Copper user’s inbox will sync into Copper as long as a recipient or copied contact’s email is saved in the email field of a Lead or People record in Copper.  This means that emails sent to or from an alias can sync into Copper as long as they are routed through Copper user’s email under Company Users.

 

Example

Using the above example of bill@domain.com as a Primary address and sales@domain.com as an Alias you would want to take the following steps to sync emails to and from sales@domain.com in your Copper account.

  1. Follow these steps to receive emails from sales@domain.com on bill@domain.com
  2. Follow these steps to send emails from sales@domain.com via bill@domain.com
  3. Add bill@domain.com to your Copper account as a Company User
  4. Sign into Gmail with bill@domain.com
  5. Now any emails you send from or are sent to sales@domain.com will go through your bill@domain.com inbox and be synced to Copper

 

 

For more info about aliases, check out this article

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