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Filters - converting email into a client

Updated at: Number of views: 2137 1 min read
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.

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