assistant@share-builders.com is an alternative method to log your emails in ShareBuilder CRM when you aren’t using the full Connected Mailbox integration. You simply CC or BCC this address on your outgoing emails, and the system captures those messages - matching them to existing contacts or accounts when possible.
To ensure your communication history remains complete, especially if your mailbox isn’t connected. This gives you:
A way to capture interactions when Connected Mailbox isn’t available, so nothing slips through the cracks.
Visibility into your email activity for both you and your manager, aiding accountability and forecasting.
Clean, consistent records in your CRM - accurate activity tracking and a shared history are foundational to trust, sales efficiency, and growth.
Compose your email as usual in your email client.
Include assistant@share-builders.com in the CC or BCC field — whichever you prefer.
Send the email. The CRM will automatically log the email and attempt to match it to existing Contacts or Accounts.
