FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
Can I set up mailroom rules from my inbox?
What is mailroom?
How do I create cases using Mailroom and auto-forwarding?
What is Criteria in mailroom rules?
What is my auto-forwarding (mailroom) address?
What happens when an email is forwarded to Mailroom?
What is Autofill Values from the Email Body in mailroom rules?

How does the Archive Email mailroom rule work?

The Archive Email rule attaches incoming emails to existing Contact/Lead/Organization/Opportunity/Case records. This is done by matching the From email address to the primary email address stored in a Contact/Lead/Organization/Opportunity/Case record.

In the case where the From address does not match the primary email in any CRM record, then the match happens based on the To email address.

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