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 in the matches.

For emails not previously filed the email from address is used to match on the

• Contact (Primary Email)
• Lead (Primary Email)
• Account (domain from Web value)

..coming Feb 26

• Email Conversation Id - this is stored when an email is saved
• Contact (Any Email)
• Account (Any Email)
• Lead (Primary 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"

Smart Matching-coming Feb 26

Note this is enabled by default. Also this only checks Activities created within the last 90 days for speed reasons.

The email conversion id is used to find a match.

Some examples

The first example is from a match on the email id (entryid) and so the email had been filed against this record.