You can automatically BCC specific email addresses including your custom CRM system. This can be used for sending copies of your shares to someone internally or tracking your shared content to contact activities in a CRM.
Note: If you already use Salesforce as a CRM, you can ask your administrator to set up our Salesforce integration instead of using this BCC option.
The quick way to awesomeness
- Navigate to the Settings tab in your Showpad mobile app
- Select Email then Email to Salesforce OR
- Enter a preferred email address into the BCC field
Choose your success platform
 iOS |
 Android |
 Windows |
See how it's done on iOS
How to find the BCC email address in Salesforce- Tap your name in the upper right side
- Tap My Settings
- Choose Email > Email to Salesforce
- Copy your Salesforce email, send it to yourself in an email and add it to the BCC feature in Showpad
- Go to Account
- Tap Bcc Addresses, under the Sharing section
- Add the BCC address in the default BCC address field
- Save to have all future emails BCC that recipient
- Please check your Unresolved items in Salesforce and add the activity to the right contact.
- The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact your administrator if this is not the case. This article provides all information on how to do this.
See how it's done on Android
How to find the BCC email address in Salesforce- Tap your name in the upper right side
- Tap My Settings
- Choose Email > Email to Salesforce
- Copy your Salesforce email, send it to yourself in an email and add it to the BCC feature in Showpad
- Go to Account
- Tap Automatic BCC Email Addresses.
- Add the BCC address in the default BCC address field
- Save to have all future emails BCC that recipient
- Please check your Unresolved items in Salesforce and add the activity to the right contact.
- The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact your administrator if this is not the case. This article provides all information on how to do this.
See how it's done on Windows
How to find the BCC email address in Salesforce- Tap your name in the upper right side
- Tap My Settings
- Choose Email > Email to Salesforce
- Copy your Salesforce email, send it to yourself in an email and add it to the BCC feature in Showpad
- Go to Account
- Tap Sharing
- Type the BCC address in the default BCC address field and hit enter
- The BCC addresses you've entered will be saved automatically
- Please check your Unresolved items in Salesforce and add the activity to the right contact.
- The prerequisite for this to work is that the email is sent out from the sales reps own email address. This means that the content must be shared using the reps email address and not from our default email address sharing@showpad.com. Please contact your administrator if this is not the case. This article provides all information on how to do this.
