I want to link only specific emails to lead items or case items appropriately, but is that even possible?
Hi everyone
If you know some ways of the subject, could you support me please?
I am not an engeneer but just the use person, I am a sales person.
I would like to see the specific mail in Creatio, but not all of the mail.
How do I can bring it into the Creatio?
Also, I would like to know, what is the logic behind automatically selecting emails that are linked? I believe there are interactions with the same customer in both Opportunity and Lead. How does it automatically determine that? What's the key?
Sorry for all the talk, but I need your help.
Thanks!
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Good day,
Thank you for reaching out to us.
1. Regarding your questions on the possibility of synchronizing only particular emails into Creatio rather than all of the emails received by the mailbox, this can be achieved by following the steps below:
- Move the desired email(s) to a dedicated folder in your mailbox (e.g., "To import").
- In Creatio, go to the communication panel and click the email icon.
- Select "Synchronize email." Creatio will import emails from the folders you have configured for synchronization.
- To configure which email folders are synced, open your "Mailbox synchronization settings" and select only the relevant folders. Only emails from these folders will be imported.
More information on mailbox setup may be located in this Creatio Academy article hub.
2. When it comes to the automatic registration of emails, creating cases from them or tying emails to already existing cases, the overal mechanism mechanism is described in this article.
The details on how Creatio recognizes which emails should be added to the ongoing cases may be located here.
We hope this information helps!
Hi Nikita -san ,
Thank you, for your comment on this.
So I understand the approach of syncing a dedicated mailbox. Is there no other way?
For example, if I'm exchanging emails and think, "Oh, I want to save just this one as data in Creatio!", can I selectively import only specific emails into Creatio? I'm not sure if it's via import or integration, but if there's a method other than using a specific mailbox, please let me know.
Hello again,
Unfortunately, save for moving a separate email into a folder that you will synchronize, there are currently no means of targeted single-email synchronization.
Nikita Kudin,
Thank you for your quick support.
I understand. I will share this with our customer.
Thank you!
Sui