Email to Lead

You can collect leads when a user emails you. You can use email ids or aliases to receive emails from your users.
If a user sends an email to authenticated email address then he will be collected as a lead with his email address.

How do I Authenticate My Email Address?

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” icon located at the app header bar.
    3. lead settings icon
  3. Click on “Email to Lead” from the left navigation panel.
    4. email to lead
  4. Click on “Add” button to add the email address.
  5. Fill in the following details:
    • Receiving Email Account – Your Email address for authentication.
    • Password – Enter the password of your email address.
    • IMAP Host Name – Host name of your email address for example: if you have Gmail account then host name is “imap.gmail.com”.
    • “Addressed To” Email Account – Either you can choose same account or can redirect to email list.
    • Port – port number of the domain for example: port number for Gmail is 993.
    • Assigned to – Name of the employee. All the customers created through email would be assigned to this employee.
  6. Click on “Authenticate” button to authenticate your email address.
  7. A user named “Mark Jordan” composes an email from “jordanmark2013@gmail.com” and send to authenticated email address “sofiameyer2013@gmail.com”.
  8. His email will be converted as a lead in Leads App.
  9. You can view newly created lead in “My Leads” as shown in the image below:
    10. recently created
  10. Once the lead has been created you can convert the lead into contact, customer and opportunity.