Beami can turn customer emails into leads automatically!
If customers are emailing your business directly (such as to your reception@ or info@ email addresses), Beami can automatically bring these emails in and turn them into leads.
Just set up an email forwarding address in Beami and forward your business email to it. Emails sent to this address will automatically be sorted and turned into leads in Beami.
You only need to set this up once! Once setup, your emails will arrive as sorted leads in Beami.
Setup Email forwarding in BeamiIf you don't have this channel connected:
Click + Connect a new channel Then select "Forward your Email" and click "Connect" and then click the button "+ Add email address" in the top right.
If the channel is already setup go to Connected Channels and select
"Email Forwarding" and click "+ Add email address".
Add the email address you'd like to forward emails from.
After clicking "Add", click the "Copy Forwarding email" button.
Copy the address from the popup.
Go to the email address (the account) you want to forward from.
Click on "Settings" and then "See all settings."
Click on "Forwarding and POP/IMAP" and then click "Add a forwarding address."
Paste the address you copied and click "Next".
Click "Proceed"
Google will send a forwarding email to your Beami platform:
You will receive an email from Gmail to verify the forwarding address in Beami.
Check your spam folder as the verification emails might be going to spam for this step.
Copy the provided link and paste it into a new tab to verify.
Once done, your email forwarding is all setup!
Before we get to the forwarding, we'll walk you through Enabling External Forwarding in Outlook 365!
By default, Outlook 365 has external forwarding turned off.
To enable it, follow the steps below:
These steps are for Outlook 365
Note: If you do not see these options or any policies on that page, the Microsoft 365 user you have used to log in does not have sufficient permissions to make these changes. Make sure you are logging in with an administrator account.
Log in to Microsoft 365 Defender:
Ensure you are logged in as a Microsoft 365 administrator.
Navigate to Email & collaboration > Policies & rules > Threat policies > Anti-spam policies.
Alternatively, you can directly access the Anti-spam settings page using this link: Anti-spam settings.
Access the Anti-spam Outbound Policy:
Click on the last option labelled “Anti-spam outbound Policy”.
Edit Protection Settings:
Scroll down and click on “Edit protection settings”.
Enable Forwarding:
Under forwarding rules, change the option from Automatic - System-controlled to On - Forwarding is enabled.
Click Save to apply the changes.
Complete the Process:
External forwarding for Outlook 365 is now enabled, and you can set up the forwarding as needed.
Log in your Outlook email account.
Open https://account.live.com/reputationcheck using the same browser.
Enter your phone number, click "Send code" button.
Enter a code sent to your phone, click "Submit" button.
Optionally click "Edit" button and update your Birthdate, Gender, Country/region and Time zone.
Return to your Outlook email account.
Go to Settings > Forwarding and configure email forwarding again.
The Save button should appear now.
Click on the Settings icon on the top right
Next click on "Rules", then click on + Add a new rule
Name your rule "Webform Lead Forwarding to Boxly"
Click "Add a condition", then select "From"
This means that when an email "Comes from" a certain email address, then forward it.
In this case, you are going to add the email address that your webform leads are sent to you from your website or marketing agency.
For example, many WordPress forms send the webform leads from a standard email address, like wordpress@yourwebsite.com
Finally, select "Forward to" and paste in your webform forwarding address.
And that's it!
You may want to not receive emails from specific email addresses or only from specific email addresses. Below you can set that up.
Select the email forwarding address you want to apply email blocking to:
Click the 
(Email blocking) icon Then select "Block certain email addresses" if you want to block a specific email address or select "Only allow specific email addresses" and block all others.
Remember: You can add multiple email addresses of either option.
Click "Save"
Are there other ways of getting my webforms into Beami?
Yes! We have an article to guide you through: Forward your webform leads to Beami
What is the difference between webform forwarding & email forwarding?
Email Forwarding: With Beami, you can automatically turn customer emails into leads. If customers email your business directly (like reception@ or info@), Beami captures these emails and sorts them into leads.
Webform Forwarding: When someone fills out a form on your website or landing page, you can send the lead directly to Beami. You can either forward these webforms straight from your website to Beami, or create a Beami webform address to automatically filter and send these emails into Beami.
Webform Forwarding
Get your webform leads into Beami with Webform Forwarding Addresses
