Hi,
I’m working on an automation where a Lead is created from an incoming email using the Activity object. I referred to this thread for guidance:
https://community.creatio.com/questions/how-get-email-email-message-object
The setup is partially working, but I’m facing a couple of issues:
- Cases are also getting created automatically along with Leads, which is not required in my scenario, Is it because of the List of Mailboxes for Case Registration.
- When there is a reply to an email (e.g., subject starting with Re:), the system is creating duplicate Leads with names like Re: Lead Name.
Requirement:
- Only one Lead should be created per incoming email
- No Case should be created
- Email replies should not create duplicate Leads
Questions:
- How can I disable automatic Case creation from incoming emails?
- What is the best way to prevent Lead creation for reply emails (Re:, Fwd:)?
- Is there a recommended approach (filters, business process conditions, or object-level logic) to handle this cleanly?
Any guidance or best practices would be really helpful.
Thanks in advance!
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