How to Set Up Forwarding Specific Types of Email Letters From Gmail


If you receive different types of customer applications to the same email, you need to distribute them to different sales funnels, and some applications do not even send to CRM—then, you need to set up a filter for forwarding the incoming messages.

We will explain it on an example of creating the settings to send the results of filling the Google form into CRM opportunities.

Step 1. Set Up Notifications About Completing the Form

  • Go to the Google form page, to the Responses tab (1)
  • Click on the button with three vertical dots (2)
  • Activate the Get email notification for new responses option (3)

After activating this option, the creator of Google form will receive the notifications to his email address about completing the survey form.

The subject line of the letter will look like this: Your form, "Form name", has new responses. The sender's address will look like this: forms-receipts-noreply@google.com

Step 2. Set Up Forwarding Notifications to the Email Address of the Sales Funnel

Most likely the results of the survey responses are not the only letters that come to the email address of the Google form creator. Therefore, you need to set filters to send only these results to the CRM opportunities.

For this:

  • Go to the email with the result of filling out the Google form.
  • Expand the menu by clicking on the button in the upper right corner or the More button, and select Filter messages like this.
  • Check the sender email address (1)
  • Specify the exact subject of the email (2)
  • Go to the filter creation (3)

Select (if you already have one) or add the sales funnel address. In you want to know how to get it, please read the instructions Automatic creation of opportunities.

Please note that after you add the forwarding email address, you have to confirm it. To do this, go to the specified sales funnel and find the email forwarding confirmation.

  • Activate Forward it to option and create a filter.

Step 3. Test the Automatic Creation of an Opportunity

For the test, fill out the Google form and make sure that after the form is sent to CRM, an opportunity is created.

Now you will not have to worry about the timely processing of opportunities. Also, you do not have to create them manually. Managers will see an application on the board and contact the potential client.

You can also set up filters to get other types of messages to the appropriate sales funnel.