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Alert or Process when an Email to or from a Contact using BCC to Sugar when the email address is not in Contacts Module?

Bud Hartley

We have an "automatic" BCC to our SugarOnDemand installation for all email sent by our Sales and Service Personnel.  We also have an automatic redirect of inbound email from the email server to some "generic" email addresses using the Sugar BCC address.  It works well to capture all the inbound emails to some "generic" addresses (like Sales and Service) and all outbound email from Sales Reps and Service Personnel.

I'm looking for a way to set an alert in the BPM when an email from a customer or prospect is received (or a sales reps outbound email) arrives to or from an email address that isn't in the Contacts Module.

I realize that the email module in Sugar is very limited (some of us would like to have it in Studio and more functionality in BPM)...

Does anyone have a suggestion?  Thanks. 

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  • Hello Bud
    Unfortunately, you can't do this by BPM. Nevertheless, this can be done by adding a custom trigger on "new e-mail was saved."

    After an email is saved in Sugar DB, check FROM, TO, and CC addresses with contacts' e-mail addresses.

    If a new one is found, create a Contact based on an e-mail's domain. It presupposes to look for accounts based on the domain addresses. If an Account already exists, add a Contact to this Account and assign it to an Account's Assign_to user. Otherwise, create the only Contact and set it to a user by specific logic. As soon as a new Contact is assigned to a user, this user will receive a notification about this (standard Sugar functionality)

    We do very similar operations when processing a list of leads after a webinar. To make the looking for of accounts quicker, we added the new custom module Domains.

    Logic Builder can configure necessary logic without programming. It opens an opportunity to change business logic as quickly as you need it.

    I hope it helps you. If you need help, let me or know.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • in reply to Mykola Bulava

    Thanks Mykola,

    I've been looking at the Logic Builder in relation to other things I'd like to accomplish but we're not ready to make that investment.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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