You send emails using your regular email client and add a CC: (or BCC:) to firstname.lastname@example.org". The emails will then get added automatically to the corresponding contact (by looking at the contacts email address) within your CRM application(s). Simple.
We currently support the following CRM systems.
CopyCRM can (optionally) look for a company by matching the recipients domain with a homepage address (www) in CRM and then automatically create contacts on the fly. You can configure this option on the config page
If no company is found either, it instead creates a Lead (Dynamics365).
Signup in with your email address below. A unique one-time passcode will be sent to the email address you enter.