Add/Update opportunity using mail converter in vTiger

Do you have any requirement to Create/Update Opportunity from the email you received daily to your dedicated email using Email converter feature of vTiger ?

We have done this for one of our prestigious customer.

We Implemented following in opportunity customization:

• Create Opportunity(With Contact/Account)
• Create Opportunity(Without Contact/Account)
• Update Opportunity
• Create Opportunity(With Contact)

Creates a new Opportunity record with the following mapping:

1. Opportunity name = Subject of email.

2. Contact Name = Contact name in crm depending on the email , if there are no records in contact then it will create one.

3. Description = Body of the email
Attachments of email will be linked to the related documents of the Opportunity.

Create Opportunity(Without Contact/Account)

Creates a new Opportunity record with the following information :

1.     Opportunity = Subject of email

2.     Contact Name =Nothing gets added for this field.

3.     Description = Body of the email

4.     Attachments of email will be linked to the

Update Opportunity

1. Description = Previous Description +  Body of the email

2. Attachments of email will be linked to the Select Regex in Subject field, and paste the following code OPP [^:]?: ([0-9]+) in the text area

Let us know if you needs more information on this

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