I have recently started using a CRM and have been trying to work out how to send my estimates and invoices into the CRM (normally using a BCC email address) so I have all the data in one place.
Is there a way I can do this as I haven’t been able to work it out and forum searches show this being asked for several years ago now.
Hopefully someone knows of a solution (the best I’ve found is to CC myself and then forward it and retag but that is rather clunky and time consuming).
The main issue I have found doing this is the CRM picks up my email address not the end client and therefore doesn’t assign it correctly to the right contact. Even using rules I can’t see a way around this and therefore it creates additional work rather than reducing the workload.
Ideally being able to even manually add a BCC email would be great, better still being able to setup a CRM forward for all emails (even if it was a pro user setting) would be fantastic.
The way that the copies work in QuickFile is that you are sent an actual copy, rather than being a CC or BCC on the email sent to the client - even with a power user subscription this doesn’t change.
I will ask one of my colleagues if they can think of another work around for you
The quickfile app for zapier is very limited for exporting and will be only triggered for new invoices and new clients (see screenshot below)
It will not work for estimates, I think - I mean, I couldn’t get it work for estimates. With new invoices and new clients it is working very well and very stable/reliable.
Depending on the CRM software in use and whether it is working with zapier, it should be possible to, at least, get the new invoices over to the CRM software.
For the estimates, they could be saved as PDF by clicking Print and select Save to PDF. Later they could be uploaded to the CRM Software. If there is google doc/drive available, instead of saving to PDF on local storage, they could be saved directly to google drive/doc and zapier can pick them up from there. Should also work with Microsoft OneDrive but I don’t use it so can not say much about it.
Sorry that I couldn’t be more helpful.
@rhc Thank you that’s very helpful. Annoyingly the estimates is quite important to me so I suspect I shall have to print to PDF and manually update the CRM based on that. Thank you for your detailed reply.
You could just save the PDF locally then have that synced with some sort of file storage service that has Zaps (Google Drive, Dropbox etc). Zapier could then just pick the PDF up and drop it in your CRM for you. This is basically how I do the receipt hub integration with Drive, but sort of backwards from your logic in that I’m bringing files into QF but the opposite will also work.
