Capturing/logging emails into softr app

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1

My softr app is a project management tool for video editing projects. I have built a “feedback” function which logs user input into my base and links it to the project record, and that works find for general project feedback. However there are still situations where the customer is emailing me directly and would love for those emails to also land into the project record so I can see all messaging in one place. There are also “system” emails that are sent to the users when certain things are triggered in each project, so I would like those messages to be retained in the project as well.

Is there any native way to do this? and/or has anyone built anything like this?

Based on some research about this topic, I have added “project code” field to all system emails so they can be identified for any automations etc.

And theoretically the customer email should map to the emails(s) I have associated with projects in my app, so that could potentially also be used to flag emails into the project project.

GPT is suggesting I use an automation tool to parse emails that meet trigger criteria and copy the email contents into a database record. I am not opposed to this, but am also looking to not reinvent the wheel if anyone has such a module that works.

Essentially I am trying to trying to re-create the kind of linkage one might see in a CRM where customer email messages get linked into an account record or a sales opportunity record.

2

Hello,

There are a couple of ways you could approach this.

One option would be to use a workflow triggered by an incoming Gmail event. Whenever you receive an email, the workflow could first check the sender address and compare it against your Users table to identify the related user or project. Based on that match, it could then create a new record in a “Communications” table to log the email and link it to the correct user or project.

On the outbound side, wherever your system emails are being sent from, you could add a step in the same workflow to log those messages as well. For example, right after sending the email, the workflow could create a corresponding record in your communications table and map it to the relevant user or project.

Another option is to use a dedicated communication tool that centralizes multiple channels such as email and messaging in one place. Some tools are designed to aggregate all customer conversations and can connect via API to your Softr database. In that case, the tool would handle capturing and organizing the communications, and you would simply sync or push the relevant data into Softr to ensure everything is logged against the correct user or project.

This way, whether you build it with workflows or rely on a specialized tool, you can recreate a CRM-style setup where all customer communications are automatically linked to the appropriate account or project record.