Send emails to Lead, custom Case or any Salesforce object
Automatically create any Salesforce object from inbound emails, store email history against any relevant Lead or Contact and view historical email conversations. Email-to-anything (E2A) enables email automation for Leads, Opportunities and Cases. In fact, E2A supports any object, including custom objects
Email-to-anything enables you to send, forward or cc emails to any object in Salesforce, including custom objects. These can be emails sent directly from a customer, supplier or staff member, or emails which are automatically received upon submission of a web form.
Once E2A has sent an email to an object in Salesforce, a new record can be automatically created. So it can be used to automatically create Leads, Opportunities, Cases, Contacts, Tasks or any custom object. Primary use cases include Email to Lead and Email to Case (like Salesforce’s built-in Email to Case, only much more sophisticated).
Email-to-anything can be used to create tickets for any helpdesk scenario, for example IT tickets or Facilities tickets. An IT helpdesk can use it to send cases to a custom object in Salesforce (e.g. IT Tickets), and then all tickets received can be assigned out to individuals or queues directly from Salesforce.
Email-to-anything’s advanced email client can send emails from within any Salesforce record or object. Any responses can be automatically matched to the original record, and conversations stored accordingly.
A unique thread ID ensures inbound & outbound emails relating to a specific record are stored as conversations against that record, so the entire history of communication with a given Contact, or relating to a specific Case, can be viewed (and acted upon) by any permitted Salesforce user.
Where a new record is not required, Leads, Cases or tickets can be matched to existing records. Emails might contain fresh data which enables empty fields within an existing record to be populated, or existing information to be updated with fresh data.
Email to Lead
Email to Lead allows you to auto-forward leads and sales inquiries, from inbound emails or web forms, to Salesforce. Automatically create Leads or Opportunities in the Lead or Opportunity object, then automatically assign them to sales reps, sales teams or queues. Email to anything ensures leads are processed as soon as they are received, leading to higher conversion rates and increased sales.
Email to Case
Email to anything is like Email to Case on steroids. Auto-forward customer requests to the Cases object in Salesforce. If the contact already exists, e2a logs the request as a new case against that contact or account. If it doesn’t exist, e2a creates a new contact & case. Agents can reply to cases from within SFDC. e2a shortens the time to resolution and helps improve customer satisfaction ratings.
Create IT Tickets
Receive internal IT requests to a specific mailbox and auto-forward them to your custom “IT Tickets” object in Salesforce. Create the tickets automatically and assign them to an appropriate agent or queue. Store email conversations directly against the relevant record. e2a enables tickets to be assigned instantaneously, meaning a decreased time to resolution, less downtime and higher productivity.
Any Help Desk
Automatically create tickets from emails (or web forms) for any help desk scenario. Forward or CC emails to any object in Salesforce, including custom objects. Auto-forward or redirect web forms. Use Email to anything to handle external (customer) or internal (staff) requests. Pair Email to anything with its sister app Q-assign, to enable the intelligent assignment of leads, cases and help desk tickets.
Automatically create records in Salesforce, including leads, opportunities and cases, eliminating the need for the manual, labor-intensive, record creation.
Clever rules automatically extract data from inbound emails & populate specific fields within SFDC records, ensuring they are kept up to date.
Process cases more quickly due to automatic case creation. Also update and close down cases automatically, further reducing resolution times.
Create Salesforce leads and opportunities much more quickly, enabling your sales teams to deal with them whilst they are still “hot”, thereby maximizing throughput.
Empower your sales teams by embedding email history directly into SFDC records – enabling sales people to assess and respond to opportunities more quickly.
Improve collaboration and overall productivity. View draft emails directly within Salesforce and share drafts with other users for preliminary feedback or approval.