How to create a Lead from an Email when the email is not found in CRM Leads, Contacts

[theBuzzyCoder]

Hi tanya yuri ,

I tried doing this using workflow

Target Entity: Email and On record created,

All matches
email.status is archived
parent is empty

Any matches
email.To is sales@123.com
email.To is sales@456.com

Action
create record of entity type Lead

Please help

[tanya]

Hi,

https://forum.espocrm.com/forum/extensions/35613-how-to-create-a-workflow-triggered-by-incoming-e-mai

[theBuzzyCoder]

Hi tanya ,

Thanks for the update. However, it doesn't resolve my issue. When email is being imported it doesn't have a parent because the email address is not present in contact or lead. I have to create new lead and then associate it as a parent. How can I achieve that?

[tanya]

Doesn't it work? I didn't check.

If not, you can do it with bpm feature.

[olamborelle]

Doesn't it work? I didn't check.

If not, you can do it with bpm feature.

The BPM is in the advanced pack, correct?

Would that allow for example to create 2 entities from one single email:
- a contact or a custom entity called "candidate" of type "people", with retrieving the email address as you do above (and avoid creating it if it exists already)
- a custom entity called "application" (for a job) and hopefully link it with another existing custom entity called "vacancy" and with the candidate/contact above?
And retrieve the attachments to the email and attach them to the "application" entity?

Thanks,

[tanya]

Yes, bpm is a part of Advanced pack

You can create several entities from single email with workflow and also with bpm.
The process you wrote is possible be handled with bpm only.

the only problem I see is checking if candidate with email exists.
The topic owner asks about parent field. It could be account, contact or lead. And for him is enough to check if email has parent.

[theBuzzyCoder]

Thanks for the solution. That works!