Create Leads when Email is received to the Queue

Introduction:

This blog explains how to Create Leads when Email is received to the Queue.

Creating Queue in MS CRM:

1. Settings -> Service Management -> Queues
2. Click on “+NEW”
3. Enter Name and Incoming Email for the Queue.
4. Save record.
5. After Saving the record Mailbox will be created for the Queue.

Configuring the Mailbox

1. Open the Mailbox
2. Click on Approve Email
3. Click on Test & Enable Mailbox
4. After Configuring Successfully, you can see Status as Success for Incoming and Outgoing Email.

Create Workflow to Create Lead:

1. Go to Settings -> Processes
2. Create new process.
3. Select Entity: Email
4. Below is the Workflow:
5. To set the regarding of email. Click on Set Properties of Update Email Step.
6. Click on Set Properties of Create Lead Step and add details in fields.
7. After Writing all the steps Activate the workflow.