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Automatically BCC any CRM

This article explains how to automatically BCC your CRM every time you send an email.

Updated over 8 months ago

The Auto-BCC feature is available on the Mixmax Small Business plan and above. Check out our pricing page for more information.

For Outlook-based users, the Auto-BCC your CRM feature is currently supported only for emails sent via Sequences. It is not yet supported for individual emails sent manually. To learn more about the Mixmax integration with Outlook, check out How to use Outlook with Mixmax.

You can automatically BCC your CRM every time you send an email. Here's how to set it up.

Go to your Mixmax CRMs & Live Feed settings, and then scroll down to Auto-BCC, as per the screenshot below. Add the email address to BCC your CRM.

Auto-BCC settings

You can also specify email domains and email addresses that you want to exclude from being logged in your CRM under Exclusions.

Exclusions settings

You can also exclude a particular email by clicking the Sync button on the bottom bar of the compose window. To learn more, see syncing emails with your group:

CRMs you can Auto-BCC

Check the links below for more information on how to find the Auto-BCC address for some of the popular CRMs:

If you have any questions, don't hesitate to contact our support team.

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