How to Convert an Incoming Email into a Case or Lead?

This article takes you step by step on how to convert incoming messages into a Case or a Lead with workflows.




1. Choose, Settings.

 

2. Click Workflows.

 

3. Click ‘New’.

 

4. Create your desired Workflow Name, and select Entity as Email from the drop-down list.

 

5. Click Properties.

 

6. Select Email from the first drop-down list.

 

7. Select your email activity from the second drop-down list.

 

8. Select Equals from the third drop-down list.

 

9. Under the ‘Look For’ drop-down list, select Email or your created Queue.

 

10. Save and Close.

 

11. In the same Workflow select ‘Case’.

 

12. Select, Set Properties to configure the case. (Note: A customer and a subject must be specified.)

 

13. Save and close the case creation step.

 

14. Select ‘Publish’ to publish the workflow.

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