Email to Lead

Informations générales

Businesses today receive a bunch of emails from their potential leads and then they manually create records in SugarCRM. There is a need for a top-grade extension that can handle the well structured data of emails and create records with less effort. Introducing SugarCRM Email to lead (Lite) plugin for your business which plays an essential role in creating and updating records from an inbound email in SugarCRM. It will create records to any module like Leads, Opportunities, etc. The plugin is beneficial for businesses of all sizes.

For Example: On a daily basis, your business department team copies the data of incoming emails of your potential customers. They do this to build the important records in the Lead module. Well, an effortless plugin like SugarCRM Email to Lead (Lite) is ready to take this burden and ease your efforts. The key role of this add-on is to do record creation and everything will be done automatically for you. Simple and Robust!

Key Features:
Users can create and update Records in any module where they would like to target.
A functionality of Mapping of Fields is there which is easy for the CRM to parse information and select fields for that with their default value.
Here “Fetch Emails” feature with some options to select and get emails according to your choice. You will see options like After Plugin Installation, All-New, etc.
When Inbound emails are matched with the same email address and subject line or Phone number then our plugin helps you to prevent Duplicates.
Save the Email address of the “FROM” Field by using the “Customer Source Settings” option and you can off the “No email Key” if you get information from different fields.
A Feature of Body Email Mapper where you will insert a Mapper field to fetch the email address of your customer.

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email to lead