Email to Lead - Tags for Name, phone Address etc.

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  • redgular
    Member
    • Feb 2016
    • 36

    Email to Lead - Tags for Name, phone Address etc.

    Hi.

    Is there a way to parse an email and take the Name, phone Address etc. with a tag so when I convert it to a Lead it will populate the Name and Phone fields.

    Thanks
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi
    You can try to set Formula
    I've never seen such a great software as yours and I am in business for 12 years! Great job! Do you plan adding "calculated" fields? By this I mean having opportunity to have operators between my c...


    Or create a Hook and parse fields there

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    • redgular
      Member
      • Feb 2016
      • 36

      #3
      Thank you, Tanya. I will try to do that.
      I'll let you know if I have any other questions.

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