Automatic Creation of an Opportunity From Email


This method will solve the problem of an e–mail box overload with messages from different forms of feedback. You no longer have to parse letters—on the base of letters, opportunities will be created in CRM. Due to this functionality, letters will not be lost anymore and will be processed by your managers on time.

You can set up the import of client messages to CRM opportunities from any form of feedback, where the option of sending the notifications to e–mail is available. These can be web forms on the website, order forms in the online store, online consultants, or callback widgets.

For opportunities to be automatically created from letters, in the settings of a form you need to specify a special e–mail of a sales funnel, which is generated automatically in the system.

If you already created the sales funnel, then go to System SettingsCRME–mail to Lead. There, you can see the automatically generated e–mail addresses for each sales funnel.

Copy the email address from the funnel and paste it into the notification settings of the application form, online consultant and any other applications. Now all applications will be created as opportunities in CRM in that sales funnel, the email of which you indicated.

Example of Settings of Forwarding Emails to Opportunities From Gmail

1. In the settings, go to the Forwarding and POP/IMAP tab and add the forwarding address (E-Mail of one of the sales funnels)

2. An opportunity card will be created on the board, which will contain the confirmation code.

3. Specify it and add the forwarding address. Do not forget to save changes.