EMAIL-TO-ANYTHING
INTELLIGENT EMAIL AUTOMATION FOR SALESFORCE OBJECTS

Automatically create and update leads, cases and other Salesforce work items from emails. Also send formatted emails (and mass emails) from Salesforce, without switching to Outlook.

EMAIL-TO-ANYTHING

Email-to-anything, our native email automation app for Salesforce, enables Sales or Service teams to create and update Salesforce records and work-items automatically from emails. Popular use cases include Email to Lead, Email to Case (on steroids!) and Email to Custom Case. Email-to-anything enables you to store and view the email history for any lead or contact, and its advanced email client enables you to send fully formatted emails and attachments to distribution lists.

EMAIL AUTOMATION
FOR ANY OBJECT
Email-to-anything enables you to add email automation to any Salesforce object. Whether it’s a Sales team managing leads, a service team managing cases or another team processing tasks or tickets, Email-to-anything enables you to automatically create and update those records in Salesforce
EMAIL TO LEAD

Turn inbound emails or web form enquiries into leads (or even opportunities) in Salesforce, automatically. Keep records automatically updated with new/pertinent information.  Enable sales reps to view and reply to emails from Salesforce.

EMAIL TO CASE

Email-to-anything is like Email to Case on steroids. Not only can it create Salesforce cases automatically, it also supports duplicate prevention, configurable field-mapping, business units, distribution lists and advanced case ownership rules

EMAIL TO CUSTOM CASE

Email-to-anything supports any Salesforce object, including custom objects – so any department or team can benefit.  Create tickets, support requests, tasks, job applicants, asset tags, system alerts or any work-item in Salesforce – automatically.

FEATURES

Send Email to any Object
Send, forward, redirect or CC emails to the Lead, Opportunity, Case, Task or any Salesforce object
Update Records Automatically
Auto-update and record with new data contained in an email e.g. company, phone number, deal value, case info
Reply/Send from any Object
Send fully formatted emails from any Salesforce object. Share email drafts with colleagues.
Prevent Lead/Case Duplication
Advanced matching routes inbound emails to existing records & prevents duplicates
View Full Email History
Store and view email history against multiple objects e.g. lead, opportunity, contact, account, case
Send Ad-hoc Mass Emails
Get past Salesforce email limits. Send ad-hoc emails to dynamic distribution lists

STRUGGLING WITH SALESFORCE EMAIL AUTOMATION?

NEED HELP?

GET YOUR FREE CONSULTATION

We’d be delighted to jump on a discovery call to discuss all your challenges around lead and case management (or, in fact, how to automate any Salesforce object – including custom objects).

We offer free consultation, with no strings attached. Fancy a quick chat?

Technical questions:
support@ortooapps.com
Any other question:
ask@ortooapps.com
Telephone:
+44 (0) 20 3111 1323
Or fill in this form…