Email System

The AgileContacts email system provides a way you can import note and contact information without logging into the system.  By sending an email to a specific dropbox the AgileContacts system will process the message and create the note, contact or task based on information contained in the email.

The email dropbox only supports text messages. Please check the help documentation for your email client to find out how to send a text message.

Your email dropbox

 
You can find your email dropbox code on the "Account Settings" page:



If you would like a new code generated click the "new email" button and a new address will be shown.  Change it as often as you would like.
 

Sending an Email to the dropbox

Create an email as you regularly would, only add the dropbox as a BCC or CC recipient in your email client:


When you send off this message, a copy will get sent into the AgileContacts system and added as a note to the contact "Tim Jones".  If the contact does not exist, they will be created.
 

Forwarding an Email to the dropbox

If you have some messages that would like to save, from a contact they can be added to the system in a similar way.  Just forward them to the dropbox email:

 
When you send off this message to the AgileContacts system and add to the contact "Tim Jones".  If the contact does not exist, they will be created.

Opportunities & Project dropboxes

Opportunities and deals both have unique dropboxes that you can use for importing notes into as well. From inside the system select a project or opportunity that you would like to import notes to.  Click the "Display unique drop box" link at the top of the page:


This will display:


That specific email is for this project only.

Using the Task DropBox

A few other ways you can use the AgileContacts email system are:
 
If f674aa2e-02ee@drop.agilecontacts.com is your dropbox:
 
Create Tasks:
task+today+f674aa2e-02ee@drop.agilecontacts.com
task+tomorrow+f674aa2e-02ee@drop.agilecontacts.com
task+thisweek+f674aa2e-02ee@drop.agilecontacts.com
task+nextweek+f674aa2e-02ee@drop.agilecontacts.com
task+later+f674aa2e-02ee@drop.agilecontacts.com
 
Or create a task on a specific date:
task+jan12+f674aa2e-02ee@drop.agilecontacts.com
task+mar3+f674aa2e-02ee@drop.agilecontacts.com
task+apr1+f674aa2e-02ee@drop.agilecontacts.com
 
You can also create tasks in projects or deals by using their unique dropbox code and the same examples from above:
 
project+task+jan12+ac79fa61-806f@drop.agilecontacts.com
deal+task+feb22+9907-4125-bcea@drop.agilecontacts.com