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Create Opportunities from emails

Posted on by 270

Hi,

I have to create Opportunities from emails. Email will come to particular mail id and from that mail id CRM able to pick the mails and convert it to opportunity.

Please suggest the steps to achieve this.

Thanks

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  • ClixSol Profile Picture
    ClixSol 1,505 on at
    RE: Create Opportunities from emails

    Hi Yogendra,

    I think first you need the solution that, "How to get incoming Emails to CRM..?"

    Go to  Settings>Email configurations>MailBoxes.

    Then check your Mail Box settings.

    And Secondly "How to check Emails..?"

    Go to Sales>Activities>Select Email Activities

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Create Opportunities from emails

    Hi Yogendra,

    If you want incoming email messages to be delivered directly to a queue, specify some of informations in the queue.

    Refer the following msdn blog:

    msdn.microsoft.com/.../gg328103.aspx

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Create Opportunities from emails

    Hi Yogendra,

    Is this what you are looking for?:

    help.exacttarget.com/.../field_and_email_mappings

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Yogendra Profile Picture
    Yogendra 270 on at
    RE: Create Opportunities from emails

    Hi,

    My question is how it will come to CRM? Where it will come (in queue)? and what will be configuration settings to map with email address.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,089 on at
    RE: Create Opportunities from emails

    As said you can register plugin on email create, so as soon as email will come to CRM your plugin will fire there you can validate email id.

  • Yogendra Profile Picture
    Yogendra 270 on at
    RE: Create Opportunities from emails

    Hi,

    thanks for your reply.

    My first Question is how will i read emails from email id. Is there any email routing which put this mail into CRM queue or workflow.

    Thanks

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,089 on at
    RE: Create Opportunities from emails

    Hello,

    You can implement this using different options, assuming you will have custom already created or can create that as well during these options:

    1. A business logic on email create (plugin) which will create opportunity from email, you can have your business logic there to validate some data as well.

    2. You can have ribbon button on email page and write js code to convert your email to create opportunity.

    3. You can use workflow/dialog to convert your email into opportunity.

    Thanks.

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