Product Description
SugarCRM Email to Lead (Lite)
Businesses today receive a bunch of emails from their potential leads and then they manually create records in SugarCRM. There is a need for a top-grade extension that can handle the well-structured data of emails and create records with less effort. Introducing SugarCRM Email to lead (Lite) plugin for your business, which plays an essential role in creating and updating records from an inbound email in SugarCRM. A better product for parsing text from emails. It will create records for any module like Leads, Opportunities, etc. It is useful for parsing data from website forms too.
For example: On a daily basis, your business department team copies the data of incoming emails of your potential customers. They do this to build the important records in the Lead module. Well, an effortless plugin like SugarCRM Email to Lead (Lite) is ready to take this burden and ease your efforts. The key role of this add-on is to do record creation and everything will be done automatically for you. So, avoid manual data entry because it is even optimal for extracting data from website. Simple and Robust!
Here are the key features :
- Users can extract specific data from inbound emails to create records in any module where they would like to target.
- A functionality of Mapping of Fields is there, which is easy for the CRM to parse information and select fields for that with their default value.
- Here “Fetch Emails” feature with some options to select and get emails according to your choice. You will see options like After Plugin Installation, All-New, etc.
- When Inbound emails are matched with the same email address and subject line or phone number, then our email parsing tool helps you to prevent duplicates. Another incredible feature of this email data parsing software!
- Save the Email address of the “FROM” field by using the “Customer Source Settings” option and you can off the “No email Key” if you get information from different fields.
- A Feature of Body Email Mapper where you will insert a Mapper field to fetch the email address of your customer
You Must be Logged in to post a review
Annie Brown
Arthicture
Absolutely impressed with the service! The flexible payment options made everything so convenient, and the 24×7 support was a lifesaver!
Question? Look here.
Apart from Leads, in which module SugarCRM Email to Lead can create records?
The SugarCRM Email to the Lead plugin is compatible with all SugarCRM modules and can also create records in them. You just need to select the targeted module in the configuration panel.
Why is my SugarCRM Email to Lead Product Licence Validation taking so long?
After clicking on the Validate now button, you will be required to reload the page. Otherwise, the message “Please wait while we process your request” will keep showing on the screen.
How can I create an inbound email account in SugarCRM?
Follow this video that shows you how to create: <a href="https://youtu.be/wLdjHwgwgZY" target="_blank">Click Here</a>
While setting up an inbound email account, I keep getting an “Undefined” error. What should I do next?
To fix this issue, you have to do 3 things. (1) You need to disable the 2-factor authentication for your email address. (2) You also need to allow access to the less secure apps. (3) Unlock the Google Captcha of your account. We have demonstrated all processes in this blog, you can check out here: <a href="https://www.outrightcrm.com/blog/gmail-imap-settings/" target="_blank">Email IMAP Settings</a>
In how many ways a business can utilize the Email to lead or anything plugin?
You can use it for capturing leads from web forms, landing pages, integration with chatbots, Automated Data entry, etc.