Email-to-anything

EMAIL TO LEAD

CREATE AND UPDATE SALESFORCE LEADS (OR OPPORTUNITIES) AUTOMATICALLY FROM INBOUND EMAILS, WITH EMAIL-TO-ANYTHING

Email-to-anything (e2a) is a native Salesforce app which delivers Email to Lead and Email to Opportunity solutions to Salesforce organizations. Create & update Leads automatically, view email history and send formatted emails (and mass emails) from Salesforce

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AUTO-CREATE LEADS & OPPORTUNITIES IN SALESFORCE

Email-to-anything is the #1 Email to Lead app on the AppExchange. 100% native to Salesforce, it enables Sales teams to create and update Leads and Opportunities automatically from emails. Email-to-anything also enables you to store and view the email history for any Lead, Contact or Opportunity and it comes with an advanced email editor which enables you to send fully formatted one-to-one or mass emails and attachments to distribution lists, bypassing Salesforce limits.

See it on AppExchange
EMAIL AUTOMATION FOR ANY OBJECT
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Email-to-anything enables you to add email automation to the Lead, Opportunity or Contact object or, in fact, any Salesforce object including custom objects. Sales teams can simply create and update Leads and Opportunities from emails, without even having to log into Salesforce. Turn all inbound web-form enquiries into leads automatically by setting up an auto-forward rule which routes enquiries directly into Salesforce

EMAIL TO LEAD

Automatically create leads in Salesforce from inbound email enquiries. Update Leads automatically with new information.  Enable sales reps to update Leads whilst “on the road” – no need to log into Salesforce

EMAIL TO OPPORTUNITY

Create and update Opportunities automatically from inbound emails. Create opportunities from RFP or RFQ emails or from web-form enquiries. Update opportunities with new information by sending or forwarding pertinent emails

EMAIL TO CONTACT

Use advanced matching techniques to automatically associate inbound emails with existing Contacts. Automatically populate or update fields with new Contact data and associate contacts with Opportunities

FEATURES

Send Email to Lead Object
Send or auto-forward emails to the Lead or Opportunity object in Salesforce
Update Leads Automatically
Automatically update Lead & Opportunity records with new data e.g. contact info or business intelligence
Reply from Lead or Opportunity Object
Send emails from within Lead or Opportunity object. Share email drafts with colleagues.
Duplicate Prevention
Advanced matching ensures inbound emails are matched to existing Leads/Contacts to prevent duplicates
View Lead Email History
View email history against Lead, Opportunity and Contact records within Salesforce
Send 121 or Mass Emails
Overcome Salesforce email limits. Send one-to-one or mass emails to distribution lists
Interested in automated Lead distribution? Check out Q-assign, our 5-star-rated assignment app

STRUGGLING WITH LEAD OR OPPORTUNITY AUTOMATION IN SALESFORCE?

NEED HELP?
ASK US ANYTHING

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?

Sales questions: sales@ortooapps.com

Technical questions: support@ortooapps.com

Any other question: ask@ortooapps.com

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