Filters - converting email into a client

Created: 2017-12-12
Last updated: 2017-12-13
Post view count: 256

Sugester enables you to create a special filter, which will scan the default content of the email and convert it into a new customer in the database.

To enable this functionality head over to Settings > Account Settings > Automation > Filters create a ‘Mapping Filter’ and add a Javascript code. It will extract the content of the email and convert them into JSON for the appropriate client. https://github.com/sugester/API#client.

After implementing these changes, every email which will adhere to the conditions of the filter will be converted from Javascript into JSON. On the basis of this JSON a new client will be added (or an existing one will be updated).

Note: This is a functionality which is still being tested. If you want to have it enabled please reach out to us. It can also be used to create other objects such as; Leads, Deals, Tasks etc.


Back


Add Comment