Repeat enquiries, attachments, and duplicates

If the sender's email is already known, the integration can update an existing Lead instead of creating a new record.

Last updated 20 days ago

For follow-ups, you can:

select the initial stages and a new target stage;
create a Task based on a template;
create a Task even after the sender has already been converted into a Contact;
set a time interval (in hours) before another related action can be created.

The hourly limit helps prevent multiple Tasks entries resulting from emails sent in quick succession. If you do not specify this limit, the waiting rule will not apply.

When enabling attachment storage, select the allowed file extensions. The total file size limit is managed separately and may be restricted by the email provider.

Duplicate detection can identify not only a Lead but also its Contact person or an already created Contact. Therefore, test two scenarios: an email from a completely new address and a follow-up email from a known address.

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