Salesforce Group Edition Email to Lead – Log emails to Leads / Contacts

A client wanted to be able to create leads from emails but also log all emails to leads.

To do this we installed 2 free Apps from the Salesforce app exchange.

1. Email to Lead (OR) Email2Lead (OR) LeadFromEmail

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cRqEAI

With this app you create a simple email2lead email address and forward emails to that address and then it will create leads.

2. VCS Smart Email for Group & Professional Edition

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018tfyEAA

This app adds a nice mail function to sales force. It also create a smart email address that you forward emails to – the apps then checks to see if the to or from email address matches a lead /contact and then adds it to the contact. 

To read more about how to set up the apps just read the installlation instructions.

 

Salesforce Group Edition Email to Lead – Log emails to Leads / Contacts
Tagged on:                                         

Leave a Reply

Your email address will not be published.

3 thoughts on “Salesforce Group Edition Email to Lead – Log emails to Leads / Contacts