Proposal summary
Swyft would like to implement a CRM Email Capture upon sending an Email from a salesperson to contact.
Requirement
Swyft needs to store email messages in NetSuite under the corresponding Salesperson record and Contact record when the Salesperson sends an email through Gmail to Contact.
Our Solution
Prerequisites
Upon sending the mail from Salesperson to Contact use cc as Email capture plugin Email id
Description of the task
This requirement can be achieved by using an email capture plugin. We will create an email capture plugin email id in the Swyft netsuite account . This email id should be used as “cc” when the Salesperson sends an email through Gmail to Contact. We will create a script for email capture plugin and using that will create a message record under Salesperson record and Contact record.
Example of using email capture plugin email id as “cc” when sending gmail from a salesperson to Contact is shown in below screenshot.
Message record attached to salesperson record is shown below
Below screenshot represent example of message record is attached to Contact record
Note
- Without file attachments, normal speed of message record creation will be between 1-60 seconds. It may vary due to some external factors such as internet speed, netsuite account etc.
- Attachments file types accepted are .jpg, jpeg, png, pdf
- The size of the email content and file should be less than 10 MB.
Risk:
- Email will not be captured if rep missed to add the Plugin email as CC
- Speed of message record creation in NetSuite will be dependent on the attachment file size. If the file size is high, message record creation time will be increased.
- The email id used by salesperson and contact in gmail, must be the same as email id in netsuite employee record or contact record. Then only message records can be attached to an entity record on netsuite account.
- Capturing of Reply email is not considered in this scope