Email-to-Anything is an automation tool that can create and update records in any SugarCRM module like Leads, Accounts, Contacts, Cases, etc.
This extension works in real-time and is capable of updating records from emails instantly. The most popular uses of this tool include Email-to-Lead and Email-to custom cases.
It can integrate with any email service provider including Gmail, Outlook, Yahoo, or any email client as a matter of fact.
Features and Benefits
Update records automatically
Our plugin is capable of auto-updating information in the records. Whenever new data comes via email, for example, phone number, address, etc then it will be updated automatically in the module.
View All FeaturesPrevent data duplication
There is a feature that will allow you to detect duplicate entries by matching the email address, subject, or phone number. It will compare existing records with new incoming data from the inbound email address and prevent duplication.
View All FeaturesOverview of email history
We have included a section called Process audit in which the user can view all incoming emails against all leads, contacts, accounts, cases, etc.
View All FeaturesSet desired target folder
You can choose the email folder from which you want to parse the email data.
View All FeaturesUpdate records automatically
Our plugin is capable of auto-updating information in the records. Whenever new data comes via email, for example, phone number, address, etc then it will be updated automatically in the module.
Prevent data duplication
There is a feature that will allow you to detect duplicate entries by matching the email address, subject, or phone number. It will compare existing records with new incoming data from the inbound email address and prevent duplication.
Overview of email history
We have included a section called Process audit in which the user can view all incoming emails against all leads, contacts, accounts, cases, etc.
Set desired target folder
You can choose the email folder from which you want to parse the email data.
Choose which emails you want to fetch
While setting up the plugin you will have different options that allow you to parse email based on various parameters like all, unseen, answered, or any custom date.
Support
Phone Support: (+91) 900-546-8298Support Email: sales@outrightcrm.com
Support Knowledge Base: https://store.outrightcrm.com/contact-us/
Terms & Conditions
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