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How to create leads from emails automatically?

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  • tanya
    replied
    Hello

    I think it is possible with workflow (but didn't tried yet)
    After email created, if it has no Account and Parent, create Entity Lead

    With formula set needed values

    Leave a comment:


  • Syn Gates
    replied
    I also need to know this function with weekly report, how can I do that?

    Leave a comment:


  • PeterD
    started a topic How to create leads from emails automatically?

    How to create leads from emails automatically?

    I've been using EspoCRM for sometime already but i'm still can't figure out some features of EspoCRM.

    Is there any way to create Leads automatically from special emails? For example I get order requests from my web site, the emails always have the same subject and fields like contacts and etc.

    Can I make any settings to make the EspoCRM create Lead from such email automatically once the email appears in the inbox?

    P.s I have the Advanced EspoCRM
    Last edited by PeterD; 05-04-2017, 07:00 AM. Reason: lead
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