Email leads
Forward a branch's enquiries mailbox to AvaroAI so incoming emails become leads.
Email leads
AvaroAI gives each connected branch its own email address. You set up your email provider to forward customer enquiries to that address, and AvaroAI turns them into leads. Setup takes about 10 minutes.
Connect a branch
- Choose the mailbox. Forward from a mailbox used only for customer enquiries, such as the branch’s enquiries address. AvaroAI treats every email it receives as an enquiry, so a mailbox that also receives personal, supplier, or internal emails would create leads for those too.
- Connect the branch. A Director opens Email from Organization > Integrations, selects Connect, and chooses the branch. Its forwarding address appears in the table. Select Copy next to the address.
- Forward enquiries automatically. In the mailbox, create an automatic forwarding or redirect rule that sends every incoming email to the branch’s address.
- Test it. Send an email to the enquiries mailbox. Once the sender has been quiet for 30 minutes, AvaroAI creates a lead for the branch, or updates the sender’s existing lead.
Forwarding rules by provider
- Microsoft 365 or Outlook: open Settings, then Mail, then Rules. Add a rule that applies to all messages and redirects them to the address. Your administrator may first need to allow automatic forwarding to external addresses.
- Gmail: open Settings, then See all settings, then Forwarding and POP/IMAP. Select Add a forwarding address and enter the address. Gmail then asks for a confirmation code, which appears beneath the branch’s forwarding address within a few minutes. Enter it in Gmail, then choose to forward a copy of incoming mail.
- Other providers: look for automatic forwarding or redirect rules in the mailbox settings, or ask your email provider.
Rotate an address
Rotating gives the branch a new address, and the old one stops working at once. Update the forwarding rule with the new address straight away. Gmail asks you to confirm again.
Disconnect a branch
After you disconnect a branch, remove its forwarding rule. AvaroAI ignores emails sent to the old address. Leads and emails AvaroAI has already received are kept.
