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Smart linking in the inbox #1223

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T3-RnD opened this issue Jan 2, 2024 · 5 comments
Open

Smart linking in the inbox #1223

T3-RnD opened this issue Jan 2, 2024 · 5 comments

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@T3-RnD
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T3-RnD commented Jan 2, 2024

As discussed with the team, if the system can capture and link the lead emails in the inbox automatically to his Lead Profile, and also linking in the contact if existed

Screenshot 2023-12-29 at 11 50 47 AM

@prabhat-webkul
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@T3-RnD

Please share more details, on what conditions, the system will capture.

@prabhat-webkul
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@T3-RnD

let me know if you can share more details about the same.

@T3-RnD
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T3-RnD commented Mar 26, 2024

Hi there,

I was wondering if you guys can implement a function to check if there is any similarities between the email received in the inbox and any person has this email, it will be also amazing if you capture the lead profile for this contact as well

@T3-RnD
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T3-RnD commented Mar 26, 2024

so the mechanism is the following

  • The system receives an email in the inbox
  • Then check for any person in your contact list has the same email
  • After that if you found the same email assign it directly to this customer
  • And the last thing will be to get the person id from the previous function and then find the lead associated to this person and link it as well

@prabhat-webkul
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@T3-RnD ok, sounds good

I'll check this later. For now, adding it into todo.

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