automatically create a contact from an incoming email RRS feed

  • Question

  • hey guys,

    i've managed to get as far as having an email automatically appear in the crm queue thanks to the email router.

    problem: not sure how to set a workflow to create a new contact based on the incoming email and have it be unique. i.e. i don't want to create a new contact if they already exist.

    any help?
    Friday, July 10, 2009 1:51 PM


  • You'll need to create a custom workflow that fires on email Create. You will then need to program custom logic to see if the email is from a known contact and if not create the contact. 

    hope this helps you going in the right direction. If you have more questions feel free to postback.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Friday, July 10, 2009 2:23 PM