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Thread: Converting e-mails to leads

  1. #1
    wobst is offline Junior Member
    Join Date
    Nov 2010
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    3

    Default Converting e-mails to leads

    Hi all,

    I'm pretty new in Sugar, so please be patient for me.

    I'm wondering how to convert "formatted" e-mail message from some mail account to - let's say - lead.

    In example, I have form on my website, which send formatted message to some e-mail.

    Company:{company_name}
    Person:{person_name}

    And so on...

    How to convert this to lead in Sugar, which functions should I use?

    Thanks in advance for your help!

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Jul 2005
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    4,813

    Default Re: Converting e-mails to leads

    I've done something very similar before, but it requires a custom PHP script as there isn't a built-in feature that does it.

    The script essentially polls the mailbox where the messages in question are received, automatically retrieved and then automatically creates the lead record in Sugar.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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  3. #3
    malcolmh's Avatar
    malcolmh is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Aug 2004
    Posts
    1,712

    Default Re: Converting e-mails to leads

    Hi,

    If you are picking up the information from your web site, you should consider using the Sugar integrated web2lead form in Campaigns
    Cheers Malcolm

    Genius4U Limited - Ingenious simple IT solutions for you / Genial einfache IT Lösungen für Sie
    http://www.genius4u.com or http://www.genius4u.de

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