Dave Ewald

Actions On Incoming E-mails

Discussion created by Dave Ewald on Apr 7, 2017

I understand creating 'Cases' from incoming e-mails, assigning the cases, etc.

 

Is the following possible?

 

We are new to Sugar and in a transition phase, moving our spreadsheet based order/shipping process to Sugar.  If an e-mail is sent to Sugar from our existing platform and there is a CSV file attached (or well formatted data in the e-mail) with Account information, is there a way an action can be taken to automatically import the contents of the CSV file or e-mail into Sugar's Account module?

 

TIA,

 

Dave

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