We are making some major enhancements to our MailSync routine, the function that automatically adds emails to and from your Contacts into the CRM system.
Currently MailSync only matches emails to existing Contacts. The new version uses the logic in Web Transactions to optionally create Accounts, Contacts, Tasks, Activities and Cases for incoming emails that are matched.
So for example, you could set up one Web Transaction to automatically create an Account & Contact for an incoming email to info@yourdomain.com and assign a Task to somebody to follow up, and another Web Transaction to automatically create a Case for any new emails to support@yourdomain.com.
Incoming emails can also be rerouted from generic email addresses to individuals, based on who owns the Account or Case.
This new version is on beta test at present, if you’d like to join the beta programme or be notified when the fully released version is available, please contact our support desk or you account manager.
Posted by reallysimplesystems 
