Syncing Your Email to Your CRM

A recent chat with a customer reminded me that there are still many companies out there running their own in-house CRM, or similar, and facing the very real problem that their email is received and stored separately to the rest of their customer information, which is accessible in their CRM.

A product of mine from ‘back in the day’, ContaxCRM, solved this problem with email sent and received being synced into the CRM, against the correct Customer / Supplier / Prospect – and it did this on both Windows and macOS.

In this post I am demonstrating part of this solution for macOS only, using Apple Mail.  Of course this can easily be modified and extended to work with other email packages should you wish to do so.  This post basically covers how to extract the received emails and store them in such a fashion that your CRM can read, parse and save this information to the CRM database the next time the CRM is launched.

The first thing to do is to install the Apple Script that does all of the heavy lifting.  You can see the Script below, and Download it from here.

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This script needs to be stored in the appropriate location on your Mac.  You can see the location in the image below, generally ~/Library/Application Scripts/com.apple.mail/

capture2The second step is to open your Apple Mail Preferences and navigate to the Rules Tab.  From here you need to setup a new rule to execute the script whenever a new email is received.  See the image above.

That’s it !  A text file will be created (if necessary) and appended to with the full contents of every email received.  You can setup the Name and Path for the text file from within the Apple Script.

Parsing the text file, extracting the email address of the sender and saving this to your CRM is straightforward but will differ depending on your application, development software and requirements.

Hopefully this will be of use to someone out there 🙂

Looking for an App creating for your Windows or Mac Computer? What about an App for your iOS or Android Tablet or Phone, or A Web App? Bespoke, Custom, High Quality Applications. Contact Us

Software Cannot Grow Old Gracefully !

As the title says: ‘Software Cannot Grow Old Gracefully‘. It is with this in mind that I am no longer selling or further developing any of the following products:

  • ContaxCRM
  • macVCR
  • MonitorMyMac
  • R10BatchMail
  • SMSRelaySuite

Custom or bespoke versions as well as joint venture editions will continue to be supported for the foreseeable future. I’ll be sad to see them go, macVCR was the first application I ever wrote for Mac OSX back in 2007 and here we are 9 years later … still, everything comes to an end.  RIP.

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If you have any questions or if you are interested in acquiring source code etc. then please click here to email me, or contact me via telephone: +44 1773 252 007

Note: The source code is written in Xojo and in some cases uses plugins from Monkeybread Software.

blackdogCRM: New Movie

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This new movie available to view below, or via my YouTube account, shows you just how simple it is to upgrade from a single user edition of blackdogCRM to a multi-user MySQL Server edition using our upgrade tool. A four step process that does all the heavy lifting including populating the server database with all the data from the existing single user SQLite database.

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Knowledge Is Power

Scientia est Potentia is the common translation. Not that that matters in the slightest, unless of course anyone ever asks you the question and then you may gain from knowing, maybe credibility, maybe respect – maybe both. After all, Knowledge is power.

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In business, knowledge is key. Knowledge of your products is very important, knowledge of your competitors is important, knowledge of when taxes need to be paid is also important. Of over-riding importance however is knowledge of your customers and of your target market(s).

Knowledge in these areas more than any other determine whether your employees are paid this month, or not. Whether you drive a nice car, or ride an old pushbike. Whether you live in a house or sleep on a park bench.

CRM has been described in many different ways. To me it is simple. CRM should provide the tools to help you obtain, retain and use the knowledge of your customers and your target markets, to allow you to better serve those customers and markets and to help you make your own business successful.

With knowledge comes the ability to service those customers and those markets more effectively. To look after them and become known as a company who cares. You can’t care about what you don’t know.

Knowledge gives you the tools to become successful. Use them wisely.

Because Knowledge *IS* Power.

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CRM: Contact Notes

Just a quickie today – for ContaxCRM users who have recently purchased the software, here is the single annotated image that explains all you need to know about adding Notes to a CRM contact.

ContaxCRM Notes

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