When receiving a lead from an email alias, this is how you can auto-fill fields.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
When a lead is created from an email alias linked to an external contact form, the lead only contains the :
1. The subject of the email as the name
2. The sender as the email address
The content of the message is unfortunately displayed in the chatter and the information coming from the contact form have to copy-pasted in the right fields. Such operation is boring when lots a leads are created through this channel...
So, here is an automated way to parse the content of the emails sent and to fill the right fields by using the free Zapier services.
1. Create an account on Zapier.
2. Create a mailbox on the Email Parser app.
3. Send an email to this mailbox.
4. Create a Zap.
5. Configure the "When this happens..." side as follow :
- Choose App : Email Parser by Zapier
- Choose Trigger Event : New Email
- Choose Account : the mailbox previously created
6. Configure the "Do this..." side as follow :
- Choose App : Odoo CRM
- Choose Action Event : Create Lead
- Choose Account : fill your Odoo credentials
- Customize Lead : set the Email Subject as the name of the lead
7. Skip the test and save your Zap.
8. Configure the Email Parser by selecting the dynamic fields of the contact form. For example, if the the name of the contact always appears in front of the "Name:" title, set the tag {name} at the right place.
9. Go back in your Zap and use your custom fields in the lead creation.
10. Test your setup by sending an email to your mailbox. If it works, link your contact form with this mailbox.
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
RegistratiPost correlati | Risposte | Visualizzazioni | Attività | |
---|---|---|---|---|
|
1
giu 24
|
1934 | ||
|
1
feb 24
|
1336 | ||
|
3
gen 24
|
3921 | ||
|
2
ago 25
|
138 | ||
|
2
mag 25
|
1331 |