Everything you need to know about- SuiteCRM Email to Lead or Anything

Everything you need to know about- SuiteCRM Email to Lead or Anything

This extension by SuiteCRM helps you to automatically create records from incoming emails by parsing information from those emails. In short, it can parse information from emails more quickly for you. It then creates records in multiple modules. After getting all the data, it passes to the targeted module and duplicates checks. It then creates records in multiple modules. The duplicate record is updated and the previous record is attached to the history. It is compatible with all email service providers.

Features

  • You can create a Field Mapper which helps create new records with the right-field values.

  • With SuiteCRM Email to Lead or Anything you can create various inbound email settings.

  • It checks for duplicates if you receive an email twice by the same email sender, subject line, and phone number. It will update the existing record and not create a new one.

  • There is a functionality called the round-robin method through which all the records from inbound calls are assigned equally in some rational order.

  • You can assign any record to the user you want. Also, you cannot assign a record to the user you want. Also, there is a randomly assigned option through which you can assign a record manually to any user.

  • There is a least busy option through which you can assign a least busy user.

  • There is a fuzzy logic or fuzzy detection option through which you can find approximate matching values when the values in the email body are misspelled or omitted.

  • There is a free scan option to extract values like name, email address, website, phone number, and designation (CEO, Co-founder, CTO, etc.) from emails.