Hi all,
Everybody who knows how to create a lead upon incoming email in the mailbox, please guide me on how to do it.
Many thanks,
Akira
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Hi Phuong,
You can write a business process to create new lead based on trigger -new record created on object "Email Message".
You can read this object and also the 'Activity' connected with this object to get relevant info like subject, connected contact/account (if any) and also include that in lead creation process element as parameter.
Hi Phuong,
You can write a business process to create new lead based on trigger -new record created on object "Email Message".
You can read this object and also the 'Activity' connected with this object to get relevant info like subject, connected contact/account (if any) and also include that in lead creation process element as parameter.