FAQs in this section
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
How do I verify the email addresses of users?
Why should I verify email addresses?
Can I change the username of a user?
How do I change my password?
Can I change the password of other users?
Where can I find the Access Key for Web Services?
How do I change the access key for web services?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
Can I delete a user?
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
What are Autofill Values from the Email Body in mailroom rules?
Table of Contents
If your email body contains values that need to be extracted and populated in different fields of a CRM record, then you can use the Autofill Values from the Email Body option in Mailroom.
For example, you might receive details of leads (prospects) from a partner agency via email. In this case, the sender of the email is always the agency, but each email has information on new leads. Using the autofill option, you can extract values from the email body to create new lead records from each email.
Follow these steps to use the autofill option to create records:
For example, you might receive details of leads (prospects) from a partner agency via email. In this case, the sender of the email is always the agency, but each email has information on new leads. Using the autofill option, you can extract values from the email body to create new lead records from each email.
Follow these steps to use the autofill option to create records:
- Click your display picture on the top right corner of the screen.
- Click Settings.
- Select Mailroom under Automation.
- Click Add New Action.
- Specify the Criteria and Action in the mailroom rule.
- Enable the Autofill Values from the Email Body toggle button.
- Enter the Sample Body Text. Vtiger CRM will make use of the sample text to pick up values from the email body and map them to CRM fields. (Refer to the screenshot here.)
- Specify the values in Sample Body Text to be mapped to CRM fields. (Refer to the screenshot here.)
- Click Save.
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