the emailcollector module could be a great addition for my workflow. If I have a new lead, I would just forward or send an email to my crm mailbox that gets read by emailcollector.
I would like to create a lead and a third-party from each mail. I set up emailcollector and it is able to record leads and events successfully.
However, it never creates any third-party entries. Not via the action “Create lead (and third-party if necessary)”, but also not via the action “Load third party searching on Third-party name (create if not found)”. No third parties are ever created, no matter what I tried (note though that the projects that are being created by emailcollector are being linked correctly to 3rd-parties that already existed in the database). For simplicity, I decided to add two actions:
“Load third party searching on Third-party name (create if not found)” and as value “EXTRACT:SUBJECT:([^])" or "EXTRACT:BODY:Name:\s([^\s])”
My idea was to have emailcollector create one unique 3rd party for each email address, and one lead for each email. (For simplicity, when I forward an interesting email to my dolibarr-scanned email account, then I would just manually replace the subject line with the email address of the contact. Then emailcollector can read in an unambiguous way the mail address for the 3rd-party to be created, as the sender will always be me and it will be difficult to automatically filter the correct email adress for the 3rd-party from the body.)
Create lead (and third-party if necessary)" - no value
Do I make a mistake here?
Kind regards and thanks for all the work! (Made sure to buy the mobile app to support a little.)