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

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

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

Hi Bjorn and Dmytro,

The emails are not formatted in any way to easily identify the site against which the opportunity is to be opened.  As Bjorn quite rightly pointed out there will be some need for manual intervention.  I am thinking if I create a generic site such as "Company_Opportunity", for example, I can still automate the creation of the opportunity. At least the more tedious task of physically creating the opportunity is automated.  My estimator then simply has to assign it to the correct site.  I at least then minimise the chance of an opportunity being missed in email. 

Thank you very much for sharing your thoughts, experience and insights.

Best Regards

Malcolm.