Emailing new deals into 4Degrees
At 4Degrees, we recognize that much of the workflow of our customers centers around their email inbox. We've built a number of tools to try to integrate into that workflow - our email sync, Outlook add-in, and Chrome extensions are all examples of that in practice.
One other way to add records (e.g., deals) to a List from your inbox is through sending an email to a specific email inbox that can create new deals for you - newdeal@4degrees.ai. To do this:
- Open a compose window in your email inbox (either forwarding an existing email, or creating a brand new email thread)
- Specify the list you'd like the this record to be included within. If you do not specify a list, the record will be added to the 'first' (i.e., leftmost) list in your Deals / List section.
- Using the fields your team utilizes in the relevant list, type in the name of the corresponding fields and values that you'd like to log:
Important notes on this step of this process:
- If you have required fields on the list you'd like this record to show up on, make sure to include those as you create the entry. Otherwise, the entry will be rejected (in the same way that it would on the website, Chrome extension, or Outlook Add-in)
- Similarly, the new deal inbox will scan for duplicate records on that list, and will prevent them from being created if a record with the same "Deal Name" is already in existence. If you're aware that the same company may already be there, you'll want to differentiate the deal name accordingly.
- For the mapping to work properly, you'll want to be sure you get the terminology and formats used for both the field name and the values correct. For example - if you mistakenly used "Status" instead of "Stage" in the example above, that field would not be mapped by our system.
- Our enrichment (based on the website) will still work for deals submitted via this mechanism. So any fields you'd expect for 4Degrees to fill out on the website or the Extension / Add-In will also be filled in provided the website is correctly entered in the email.
4. Once you've entered all the fields you'd like to include, send the email to newdeal@4degrees.ai.
5. Within 15-30 mins, you'll receive a confirmation email from email@4degrees.ai. That confirmation email will take one of 2 forms:
- Success: letting you know the deal was successfully added, and giving you a button to access it directly.
- Failure: the email will let you know the record couldn't be added, and will give you some background as to why the system prevented you from adding it. The most common reasons are i) missing required fields your team has configured for the list, or ii) the record is a duplicate of one that's already in the list.
Frequently asked questions:
- If I forward an attachment, will it be included in the record as a document?
- Yes! You can also include links to documents (e.g., data rooms, Docsend links) by including the "Document link" field in your email.
- We use a lot of fields when we log a deal. Is there a good way of remembering them all?