I have a sales process in SuiteCRM:
- A sales user creates a Lead and sends an email to the lead’s contact using a Group mailbox (e.g., sales@example.com).
- The contact replies, and the reply lands in the group mailbox.
What I need:
- Automatically link the reply to the related Lead record.
- Automatically assign the email to the Lead’s creator (or a user who has access to that Lead).
What I’ve done so far:
- Successfully implemented inbound and outbound emails (Personal and Group mailboxes).
- Enabled “Import emails automatically” on the Group mailbox.
- “Create Case from Email” is disabled.
- Attempted to use a Workflow rule, but it can’t look up the related Lead record’s owner (I cannot find any related topics or documents how to implement and debug such cases)
- Found suggestions to use custom logic hooks, but no clear code examples. I prefer not to use code for such straight forward process.
Request:
- could anyone share a same experience with me and tell me how to do that step by step.
- Is that necessary to implement a workflow for such scenarios? Why auto import cannot handle such cases!?
- if writing a custom logic hooks is the best option, can someone show me an example code?
Thanks in advance!