Proposal summary

Swyft would like to implement a CRM Email Capture upon sending an Email from a salesperson to contact.

Requirement 

Swyft needs to store email messages in NetSuite under the corresponding Opportunity, Prospect record and Contact record when the Salesperson sends an email through Gmail to Contact.

Key Points

• The email sync job should allow emails to be synced back to an opportunity record in NS. The only way to do this is to have the opportunity ID within the email body or subject (To be decided by Swyft). For example, the email subject/body always starts with [opp: 1234] or similar.
• Once the job parses the email and identifies the relevant opportunity, the email message and attachment will be linked to all 3 records – opportunity, the corresponding prospect, and contact (if available).
• If the opportunity ID is invalid or if the email does not contain any pattern to identify the opportunity, then the email will be linked to the prospect and contact record that match with the To, CC fields.
• In the above step, if the job finds multiple prospects or contacts available for the same email (rare but valid case), then the email will be linked to each of the prospects and contacts that matched.