Can I syncing emails where users and reps are cc'd?

Hi @tegand, thanks for posting! We don’t have a solution for your exact ask (syncing emails that a user is cc’d on). However, it’s possible to achieve something similar by having your colleague auto-BCC your Copper Mailbox address.

Your Copper Mailbox address is a unique email address that syncs emails it receives. So if your colleague is emailing a Copper contact, and includes the Copper Mailbox address as a BCC, it will sync into Copper.

If you go to Settings > Personal Preferences > Email Settings & Templates, you’ll see a box called Copper Mailbox with an email address. This is the email your colleague should add as a BCC.

I recommend having your colleague add it as an auto-BCC. This is pretty straightforward in Outlook, but unfortunately Gmail doesn’t have that functional built-in. So your colleague may need to use a Chrome extension such as Auto-BCC for Gmail by CloudHQ.

Here’s an example of an email synced through this method:

Couple of notes on this method:

• This will sync emails sent by your colleague to a Copper contact, regardless of whether you or another Copper user are CC’d.
• This will only sync emails that they send, not the ones they receive. This is because your clients won’t be including the BCC address in their reply. But it will include previous emails in that same thread (see example above)

Let me know if you have any questions!