How to create Lead from incoming Email?

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:

  1. 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.
  2. 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!

Like 0

Like

0 comments
Show all comments