Lead Import from Email

[citapinc]

SugarCRM CE 6.2.3

My client gets their leads from four separate lead sources. When a lead come in, the lead is formatted inside the email body and each lead source has their own way of formatting the data within the body of the email.

Is there a module and/or and add-on module that will do the following:
- Log into their leads email address and look for new emails
- If the email comes from one of the lead sources, then
- open the email
- gather the data within the body of the email
- import that into SugarCRM as a lead.
- Queue up a 'Welcome' email campaign for that new lead.
- Mark the email as read

[Angel]

Except for the part about marking the email as read, I've done this very thing for others via custom PHP scripts that get executed every X number of minutes.

I don't know if anyone has a module that does the same, but I've actually been scouring my drives for a related code snippet because I wanted to write a blog post on the topic.

[citapinc]

Angel:

Where in LA are you? I'm in Anaheim, CA.

I may want to hire you to write the custom code for this client. I'm meeting with them tomorrow to go over some design questions I have so I'll get a feel on how serious they are about this requirement.

[Angel]

Sorry, just noticed your reply on this. I am up by LAX. Send me a Private Message if I can be of further assistance.

[pdkilian]

Angel,

I am looking for a way to do this too.

I get email from a few different sources that I have been able to convert to a .CSV file, but I need a way to automatically import the lead and then use your excelent Round Robbin Lead Assignment app to distibute them to my inside sales teamr.

Looking forward to your blog entry on doing this.

Best Regards.

[pbel]

Angel,

I am looking for a way to do this too.

I get email from a few different sources that I have been able to convert to a .CSV file, but I need a way to automatically import the lead and then use your excelent Round Robbin Lead Assignment app to distibute them to my inside sales teamr.

Looking forward to your blog entry on doing this.

Best Regards.

Hi. If you have a CSV File and want to import stuff into your sugarcrm usually Talend ETL tool is a good way to start even
a) the sugarcrm connector is only good for importing entities and not relations (I'm importing now relations with the webservice component of Talend)
b) the documentation is sometimes a little bit week - but you can find stuff on the web

Cheers
Petr

[citapinc]

Here's an update to this thread...

After learning more about SugarCRM and learning about the WebToLead feature, we now have the lead source companies pushing leads directly into SugarCRM now. So instead of the lead arriving as an email, the lead is automatically pushed into SugarCRM and with Process Manager, an email is sent to the lead, an email is set to the sales rep assigned to the lead and a task is scheduled for the rep to call the lead.

Man I love SugarCRM!!!!