Ultimate Email2Lead and Email2Case is a robust solution for Marketing/Sales/Support email automation in SFDC. Map any information from an Email to a Field, either from a Lead or a Case. Update Fields from Leads and Cases from your emails or your prospects emails.
Build incoming email templates (For Cases or Leads), using our Email Template Helper, in order to properly manage each one of your customers service and support incoming emails and log a new case or update an existing one. Also, you can create new Leads or updating an existing one.
Ultimate Email2Lead/Case is both: the most comprehensive “Email2Case” and "Email2Lead" solution created for SFDC to date. You will greatly improve your agents' productivity and your support automation, while you decrease support email processing times.
| Other Features: |
| Select any information from an email as your “case/lead key field” and accept future updates to every Case/Lead Field you authorize to be updated. For example, use your “Work Order” or “lead's email” as your key field.
Accept emails only from the addresses/domains you trust.
Select any of your assignment rules for each template.
Get a FREE Trial – Ultimate Email2Lead/Case |
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| Highlights: |
| Create and update Cases or Leads from incoming emails.
Update Case or Lead Fields from your emails. For example: Automatically change status of a Case, Change Lead personal information, Add Case comment...all from your customer's email. Build multiple incoming email templates. Associate each template to multiple email addresses or domains, so each new email could be processed accordingly. |
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| Pricing: |
| Paid - US$6.99 a user/month
Free for 15 days including setup support. Discounted for non-profits and NGOs |
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| Support: |
| Email |
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| Installation: |
| Installation Guide
Getting Started Guide
Reference Guide |
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