Admins | How do I set up Signature Capture?

Overview

When creating a contact or lead from the Sidebar, Signature Capture will automatically scan an email signature to pre-fill important fields like name, email address, phone number, and more.

Users can quickly review the pre-filled fields, swap first and last name if needed, and enter any additional custom or required fields.

Steps

1. In the Admin Dashboard, navigate to Sidebar > Salesforce Integration > Email .

2. Scroll down and enable Signature Capture.

• Select if Users can modify the setting to be enabled in their individual Sidebar or not.
• The dependent setting Swap first/last names will be enabled by default.

3. Select Save.

User Steps

Refer users to How do I use Signature Capture?.

Considerations

• Multiple signatures within email threads are supported as long as each separate signature contains a unique email address.
• If enabled, Signature Capture utilizes a secure third-party service to parse the email body for signature information when creating new contacts/leads. This doesn't require any URLs to be allowed/trusted. By default, Signature Capture will be disabled unless an Admin enables it.
• Multiple phone numbers per signature are supported and can be mapped to different phone number fields.