Automaircally import incoming emails? đź“«

SuiteCRM Forum - English Language
#1

Hello.
It’s pretty much as the subject head line says…

How do you get incoming mails (to private email accounts, not the group account), to be imported automatically?

As it is right now, you have to import them manually from the:
>>> Menu >>> Email >>> Tick email box >>> Bulk Action >>> Import etc.
to have a email imported to the lead of some potential customers you have in the system.

Thanks in advance… :+1:

#2

I don’t think that’s possible unless its a group account. But if it is, I’d like to know too.

1 Like
#3

Yes, it is kind of annoying to have to do it manually. In my opinion it is quite odd that this isn’t a native built in feature if you are correct with this.
It just makes sense and is included in most larger CRMs out there, right?

#4

Well, personally I really don’t want all my emails coming into SuiteCRM. It would just grow the database exponentially. I import only the pertinent ones. That way the email history is “curated” and when you actually have to refer to it, its meaningful rather than having to come through hundreds of back and forth emails with a client when maybe only 5% of them are worth keeping.

Group accounts are different and should be imported like: info@ = new lead, or support@ = case, etc. I wouldn’t turn on automatic email import myself, but I do get people asking about it, so if it’s possible I’d like to know too.

#5

I guess it boils down to personal preference and your company’s strategy with your sales team?

I for example like to have everything in one place for my company if possible as it makes it easier to track the sales process for yourself and your sales staff and thus follow up on potential prospects.

For example Key Account Managers /BDR’s they must usually have their own personal emails and be able to check their own inbox for incoming emails from potential and existing customers, (It would be weird to have them all use the same email and might look unprofessional to prospects too).

A customer/support service person on the hand can without any issues use a group email. So its quite different for what role your staff works with within the CRM.