Email to CRM
All your inbound customer emails, automatically uploaded to your CRM. ThinkAutomation monitors your mailboxes, retrieves new messages every minute, and parses them to your CRM in subseconds. Plus, you can build any number of automations to act on the parsed data once inside your CRM.
Email to CRM - overview
- Configure your CRM connections and automations using our drag-and-drop automation studio
- Once connected, ThinkAutomation can read and update entities in Microsoft Dynamics (Online), Salesforce, Zoho CRM, and Sugar CRM
- For messages from new customers, ThinkAutomation can create new CRM accounts complete with all relevant information
- For existing CRM accounts, ThinkAutomation will update the record with the latest correspondence or extracted data
- Email syncing can be a simple automation, or part of a larger workflow with multiple actions and integration chains
Email to CRM - use cases
- Automate the updating of your CRM from any received message, any source
- Attach entire emails to CRM entities or extract specific data
- Upload attachments
- Query any CRM entity and use the information on outgoing messages
- Track customer sentiment or assign tokens to track and count CRM values
- Translate email to CRM
- Plus countless more, depending on your desired workflow
- Backup emails
- Email attachment storage
- Email parsing
- Email sentiment analysis
- Email to cloud
- Email to CRM
- Email to CSV
- Email to database
- Email to spreadsheet
- Email translation
- Move email attachment to folder automatically
- Outlook export all emails
- Parse email attachment
- Translate attachment
Database
- Data ETL
- Database automation
- Database counters
- Database monitoring
- Mongo update
- SQL to Excel
- Translate database
- Update a database
Telephony
CRM
- CRM data entry
- CRM sentiment analysis
- Dynamics automation
- Salesforce automation
- SugarCRM automation
- Zoho automation
Automation actions
- Automatic compression
- Automatic encryption
- Automatic translation
- Create hash file
- Database lookup
- Date operation
- Detect language
- Execute PowerShell
- Execute script
- Extract field
- File operation
- FTP download
- FTP upload
- GeoIP lookup
- MongoDB lookup
- OAuth sign-in
- Process files
- Run a program
- Send Teams message
- Sentiment score
- Set variable
- Speak text
- SQL command to update data in a database
- SQL execute command
- String operation
- Summarise text
- Train sentiment analysis model
Product
- .NET scripting
- Automation gateway
- Automation IDE
- Automation studio
- C# scripting
- Continuous processing
- Design actions
- High speed automation
- HTTP API
- JSON parser
- Local automation
- Markdown support
- Message store
- Public web API
- RPA community
- RPA designer
- SendGrid mail server
- Text summariser
- Visual Studio code paste without formatting