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Add/Update opportunity using mail converter in vTiger

Do you have any requirement to Create/Update Opportunity from the email you received daily to your dedicated email using Email converter feature of vTiger ?

We have done this for one of our prestigious customer.

We Implemented following in opportunity customization:

  • Create Opportunity(With Contact/Account)
  • Create Opportunity(Without Contact/Account)
  • Update Opportunity
  • Create Opportunity(With Contact)

Creates a new Opportunity record with the following mapping:

1. Opportunity name = Subject of Email.

2. Contact Name = Contact name in crm depending on the email , if there are no records in contact then it will create one.

3. Description = Body of the email
Attachments of email will be linked to the related documents of the Opportunity.


Create Opportunity(Without Contact/Account)

Creates a new Opportunity record with the following information :

  1.     Opportunity = Subject of email

  2.     Contact Name =Nothing gets added for this field.

  3.     Description = Body of the email

  4.     Attachments of email will be linked to the

Update Opportunity

1. Description = Previous Description +  Body of the email

2. Attachments of email will be linked to the Select Regex in Subject field, and paste the following code OPP [^:]?: ([0-9]+) in the text area

Let us know if you needs more information on this

Do You Need More Information ?

For any further information / query regarding Technology, please email us at [email protected] OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us



This post first appeared on CRMTiger | VTiger Customization, please read the originial post: here

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Add/Update opportunity using mail converter in vTiger

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