Email Matching

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)

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"