Hi All - Automatic Opportunity Creation on Inbound Outlook Email

With SugarCRM Enterprise out of the box abilities you can work with email auto import for cases to import the email into SugarCRM automatically.

1. Import emails into case module (the case can be used as a kind of request to handle the communication): https://support.sugarcrm.com/Knowledge_Base/Email/Automatically_Creating_Cases_From_Inbound_Emails/ 

2. Add a SugarBPM (formerly advanced workflow) to create an Opportunity automatically once a case is created https://support.sugarcrm.com/Documentation/Sugar_Versions/8.0/Ent/Administration_Guide/Advanced_Workflow/Process_Definit…  . You can link this Opportunity to random modules with SugarBMP and add further followup rules etc.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

With SugarCRM Enterprise out of the box abilities you can work with email auto import for cases to import the email into SugarCRM automatically.

1. Import emails into case module (the case can be used as a kind of request to handle the communication): https://support.sugarcrm.com/Knowledge_Base/Email/Automatically_Creating_Cases_From_Inbound_Emails/ 

2. Add a SugarBPM (formerly advanced workflow) to create an Opportunity automatically once a case is created https://support.sugarcrm.com/Documentation/Sugar_Versions/8.0/Ent/Administration_Guide/Advanced_Workflow/Process_Definit…  . You can link this Opportunity to random modules with SugarBMP and add further followup rules etc.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

Hi Bjorn,

Thank you for your reply and apologies it took me a little while to respond. Work has been busy.

I will take a look at Sugar BPM as you suggest.

The process I am trying to map is relatively simple.  First of all my Db structure is as below:

Accounts ---> site (1 or more) ---> Opportunity (1 or more)

The quoting process I have at the moment is:

Inbound email to "Quotes" email group ---> An opportunity is opened in SugarCRM manually ----> Opportunity assigned to a "site'.  Please note that the opportunity is not assigned to an Account but the site instead.  A site is the child record of an Account.  I would like to automate the opening of an opportunity against a site when an email is sent to the "MS Outlook email group "Quotes". There is no formal format to the emails and they usually contain attachments.

I hope this clarifies.

Kind Regards

Malcolm

Assuming there could be more than one site per account the possibilities of picking the right site are limited here for a full automatisation. Also getting customer related information from the mail to work with seems to be limited (what about subject? from adress?)

Anyway opening an opp is possible and saves some clicks for the users but the manual review is needed anyway. Might be possible that logic builder from Dmytro Chupylka can assist here alot but this requires a deeper look into the details.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH