HappyFox allows you to convert incoming emails 📧 in Gmail into helpdesk tickets. To do this, you must associate a helpdesk category with the desired email and set up a forwarding rule in Gmail.
You must create an Email Channel before proceeding with the Forwarding setup in Gmail.
Please visit: Create Email channel
Setting up a forwarding rule in Gmail:
- Log in to Gmail with the account you wish to forward emails to HappyFox.
- Click the Gear ⚙️ Icon towards the top right.
- Click "Settings" to open the mailbox settings.
- Go to Forwarding and POP/IMAP tab. Under Forwarding Section, Click the "Add a Forwarding Address" button.
- Paste the forwarding address obtained from HappyFox (See the previous section).
- Click "Save/Confirm".
- A ticket with the confirmation link from Google would have been created in the corresponding category.
- Click the confirmation link/paste the URL in your browser and hit Enter.
- Go to the Settings page of the Gmail account you want to forward messages.
- Select Forward a copy of incoming mail to, choose if you wish to Keep Gmail's copy in the Inbox (advised) and Click Save Changes.
- You're all set with the email forwarding Setup ✔️.