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Forwarding your Gmail to your CRM

Your CRM has its own inbox address, shown at the top of your Inbox - for example yourname@swiftagentsites.com. Anything sent there becomes a conversation in your CRM, filed under the person who wrote it. Forwarding sends your Gmail there automatically.

1. Add your CRM as a forwarding address

  1. Open Gmail on a computer (this setting is not in the phone app).
  2. Click the gear at the top right, then See all settings.
  3. Open the Forwarding and POP/IMAP tab.
  4. Click Add a forwarding address, type your CRM address, then Next, Proceed and OK.

2. Confirm it from your CRM

  1. Gmail sends a confirmation email to your CRM address. Open Inbox in your CRM.
  2. Open the email from Gmail (Gmail Forwarding Confirmation).
  3. Click the link in it - or copy the code into the box in Gmail's forwarding settings and click Verify.

3. Choose what gets forwarded

Everything: in Forwarding and POP/IMAP, choose Forward a copy of incoming mail to your CRM address and keep Gmail's copy in the Inbox. Click Save Changes.

Only work email (best if this is also your personal Gmail):

  1. Click the sliders icon at the right of Gmail's search bar.
  2. Say what to catch - for example in From: zillow.com OR realtor.com, or a word like showing in Has the words.
  3. Click Create filter, tick Forward it to, choose your CRM address, and click Create filter.

4. Test it

Send yourself an email from another account. Within a minute it appears in your CRM inbox.

Good to know

  • When you reply from the CRM, their answer comes back to the CRM on the same conversation.
  • Replies sent from the CRM do not appear in Gmail's Sent folder - the CRM conversation is the record.
  • Want some mail private from teammates? Forward it to your personal address instead.
  • Using Outlook? In Outlook on the web: Settings, Mail, Forwarding, turn on forwarding, enter your CRM address, tick Keep a copy of forwarded messages, and Save.

Updated September 22, 2026. Still stuck? Email mail@swiftagentsites.com.