Note: This feature will work only when email forwarding is enabled in your email account.

The auto-create feature allows you to create a contact every time you send an email from the web application to a new email ID that is not an existing contact in the web application.


How does this work?

The auto-create contact option works only under one of the following circumstances:

  • When a new email address is part of the To/Cc/Bcc address in an incoming/ outgoing email.

  • When a new email address is added as an attendee to a meeting.

When should I enable this option?

When emails are sent to a group of emails, where some of the recipients are current contacts but others are not, the auto-create tool is quite helpful.

Assume that you contact the head of the IT department of a company to inquire about the potential of a sale. A new contact will be established each time a new stakeholder, such the head of sales, is added to the email thread via Cc. Multiple prospects will be simple to track and follow up with as a result.  

When should I uncheck this option?

When your email contains a significant percentage of recipients who are not your contacts, it is best to remove the auto-create option.

For instance, if you are emailing a contact and the Cc part of the email has multiple other email addresses, such as consultants or suppliers. In this situation, enabling the auto-create feature would result in the creation of numerous unnecessary/junk contacts. When a significant number of brand-new email addresses are involved, it is best to deactivate the feature.

How to enable/disable this feature?

  1. Click Profile icon > Settings. This opens up the Email Settings tab under Personal Settings.
  2. Under Email Tracking, enable or disable Auto-create Contacts from emails.
Note: Users can also add emails under the excluded emails section in admin settings. Any contact with the excluded domain will not be created even if the auto-create setting is enabled.