Adding context from email into Dex is easy. Simply forward an email to [email protected]and we'll take care of the rest.
All people in the email conversation will be added and we'll intelligently create or lookup the relevant contacts in Dex.
How this works:
We'll find all emails / names in the email thread
If they don't already in Dex, we'll add them as new contacts in Dex (if they already exist, no duplicates will be created)
We'll create a new timeline email event, and associate it with all related contacts.
The timeline event text will be the subject of the forwarded email
Things to consider:
Email sender: we match this to your Dex account based on email sender. This means you'll have to forward email from the same email as your Dex account. Need multiple email support? Let us know at [email protected].
Email body: at the moment, we do not save the body of an email, only the subject. If you'd like more, please let us know.