Record emails to CRM

Record emails to CRM is a Missive rules template designed for teams that want to keep track of their email conversations within their CRM records. With this rule, you’ll be able to automatically push conversation data within Missive to your CRM or source of truth.

When enabled:

• The rule will allow your CRM records to be updated with email data anytime there's an incoming email that matches your criteria.

Here’s how it works:

• You need to keep up-to-date contact books

• You need to setup a webhook

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Incoming email rule: Record emails to CRM

This rule is meant to automatically push conversation and email data directly to your CRM, making it a more comprehensive, up-to-date source of truth for your business.

Add to Missive

There is one condition and one action to make this rule work.

1

If an email is received from your contact book.

2

The webhook will push conversation ID, message content, sender info, and any labels to your CRM.

Component	Value
Condition	From is in contacts
Action	Send webhook → https://crm.example.com/api/missive