FAQs in this section
What is a Mailroom?
What is Criteria for mailroom rules?
How to auto-forward emails from Group accounts?
How does Mailroom know what to do with an incoming email?
Why do I see a bounce message when forwarding emails from Office 365 to Vtiger?
Why are my outgoing emails failing to send and getting stuck in the queue?

Why are my leads created from email not capturing the sender’s name and email address?

This happens when the Mailroom action rule does not map the email header fields—From Name, From Email, and Email Body to corresponding CRM fields. To fix this, update the mappings as follows:
  • From Name: Last Name
  • From Email: Primary Email
  • Email Body: Description
After saving the rule, Vtiger will automatically capture the lead’s name and email. If your email contains structured key–value pairs, Vtiger will scan and fill those fields as well.
 
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