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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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  • Hi Bud,

    Not to hijack this thread, but I am a partner in a company in Denmark with offices around the world. We decided to use SugarCRM a couple of years back and kept running into issues like the one you are describing here. We then found the Logic Builder package from Integros, and while we have purchased other fantastic modules for Sugar, this has by far been the best investment we have made (and I am not receiving any discounts or special favors here :-)). We have been able to automate invoicing processes, change management processes and many more and currently we have internally developed more than 50 different logic flows on our Sugar Install. It has completely changed how we are able to get much more streamlined processes, and my employee working on this is able to build in a short time almost whatever I request - and he is certainly not a developer. I just wanted to share my excitement over the tool, the return on investment for us has been measured in weeks - not months or years.

    Thank you and sorry if this was not relevant.

    Sincerely,

    Rene Munk Joergensen

    Partner, Logis Solutions

  • in reply to René Munk Joergensen

    Thanks Rene,

    Maybe I should take a closer look into Logic Builder. I've been looking at it in relation to other things I'd like to accomplish, and maybe we should invest in the product.

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

  • in reply to Bud Hartley

    Hi 

    To save your time, I would suggest attending our webinar on Feb 18th (early evening for Europe and morning time for the US)
    My teammate will show how to automate CRM operations by a trigger, by schedule, or inside a SugarBPM workflow:

    • Automate calculations of any complexity
    • Set up intelligent data sharing & update
    • Provide smart data validation & input control
    • Compose CRM data into an informative and easy-to-read text for emails, messages, or notes
    • Ensure data exchange by REST API and not only
    • Add to your CRM the power of AWS

    You may join the webinar here: "How to create hooks and get the best of Sugar not being a developer".

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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