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Outright CRM

  • United States
In this era of automation, you need to CRM tool that can handle most of the tasks themselves. And the OutRight CRM is that automated Tool.
  • OutrightCRM is a smart and automated CRM solution
  • United States
Added on 24 May

SugarCRM Email to Lead (Lite)

999.00

An email consists of a bunch of information. Regardless of the type of email whether it’s a website form submission or case creation email, it is essential to keep the information safe in a centralized platform, for example, a CRM. If you believe in the same or this concept intrigue you in any way then this is for you. Here, we will discuss a product called Email to Lead that works on the same concept. It is compatible with all versions of SuiteCRM and SugarCRM.


This Email to Lead allows you to automatically create records from incoming mails directly into the SuiteCRM and SugarCRM. The record type can be an account, a lead, a contact, a case, or whatever you want.


The only thing you need to do is configure your email address with the SuiteCRM and the rest of the work will be done automatically. Our plugin reads the email inbox every minute and looks for the emails that match the parsing rules. Check out the features to learn more about this.



Features of Email to Lead


As we mentioned above, with the help of this tool, you can automatically create records from incoming mails. But this is not it, there are a lot of other actions you can perform.


  1. Create field mappers like first name, email, alternative phone, etc for parsing data from email to CRM.

  2. Differentiate the source of the incoming records (leads, accounts, cases, etc). Suppose, your business has two websites abc.com and xyz.com then in CRM you’ll be able to see which records came via abc.com and xyz.com.

  3. You will be able to automatically assign the records to the SuiteCRM users. There are plenty of ways to do this like Round Robin Methods, Assign to Least Busy, Directly Assign to Someone, and Randomly Assign to Someone.

  4. The plugin automatically detects the duplicate either based on the email subject, phone number, or email address.

  5. In case, Email to Lead detects an incoming email with an email address already in the CRM then it will update the information (if there are any changes), otherwise, the record will remain unaffected and the email will attach to the record’s history.


About

When talking about providing CRM-related solutions, OutRightCRM should be your number one choice of yours. We have developed advanced productivity extensions for SuiteCRM and SugarCRM. And now, we are More
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