Email Matching: Difference between revisions
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How email matching works | ==== How email matching works ==== | ||
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. | Emails all have a unique ID and when an email is filed to Creatio an activity record is created. | ||
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. | This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. | ||
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==== How does Account matching work ==== | |||
We have an Account (Accom) with | We have an Account (Accom) with | ||
Revision as of 13:26, 5 November 2024
How email matching works
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio.
If the email has already been filed against say an opportunity then this "opportunity" record will be the the matches.
For emails not previously filed the email from address is used to match on the
- Contact (Email)
- Lead (Email)
- Account (domain from Web value)
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How does Account matching work
We have an Account (Accom) with
Web = https://www.accom.com
and there is an email from
jane@Accom.com
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"
