AnsweredAssumed Answered

How to notify people when inbound email is received?

Question asked by on Mar 25, 2015
Latest reply on Mar 10, 2018 by Steve Silliker
Hi all,

My company currently uses a central inbox and auto forwards all these emails to everyone in the sales team. Works OK for now, but not a scaleable solution.

We've recently moved to sugar (Sugar Professional and I want to help (i) drive adoption and (ii) automatically capture our sales email.

What I need is to be able to trigger a notification email out to the sales team when a new email is received. They need to know ASAP that a request has come in, be able to review the details, and be provided a link to bring them back to the CRM for response.

Is it possible to trigger a workflow when a new emails is received? The only work around I can think of is to automatically create a case, and trigger the workflow based on the case being created. Do I have better options?

Thanks in advance.