✉️ Turn on email sharing for contacts with native automations

When adding a contact to a box using a native automation, you can now turn on automatic email sharing for that contact in the action step of your automation.

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To create a native automation with automatic email sharing:

  1. Create an automation with a trigger step in your pipeline. Learn more here.
  2. Click the "Add step" button in the bottom-right corner to add an action step.
  3. Select the Streak option and choose "Add contact to box"
  4. At the bottom of the Add contact to box automation fields, click "Show more…"
  5. Select "enable auto email sharing"
  6. Double click the default "false" option and select "true" to turn on automatic email sharing for the new contact when this automation runs.
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