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.

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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.

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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.

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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.

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Set desired target folder

You can choose the email folder from which you want to parse the email data.

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DETAILS
Application Integration & Management
Marketing
Productivity
Sales
Sugar Market
Sugar Sell
Sugar Serve
Sugar Enterprise
Sugar Professional
Version Compatibility

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.

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) 900-546-8298
Support Email: sales@outrightcrm.com
Support Knowledge Base: https://store.outrightcrm.com/contact-us/

Terms & Conditions

Terms of Service: https://store.outrightcrm.com/terms-of-use/
Privacy Policy: https://store.outrightcrm.com/privacy-policy/

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Resources

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