syncing emails to copper using in-email reference

I am an insurance broker. When I am setting up policies for clients emails go between me and the insurance provider. They typically contain a reference number but not the client's email address. Is it possible for these to be linked to the client in Copper using the reference number in the email?



  • I have this same need. This could be implemented by adding the ID of the object you want to sync to in the subject line. E.g., "[OPP:1234567]" or "[PER:9876543]", where 1234567 is the ID of an opportunity and 9876543 is the ID of a person.

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