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Topics#FormulasJohn Sweeney の質問
John Sweeney (Park Madison Partners) が「#Formulas」で質問
2017年6月21日 21:24

Categorize emails automatically through Linkpoint based on subject line

I want to create a way for emails in Activity History recorded through Linkpoint to have their "Type" coded automatically based on certain phrases in the subject line. Does anyone know how to set this up or if it is possible? As an example, if the email subject line says "Meeting Note," we want the Activity Type to automatically label it "Meeting". Right now the only way to do it is to go in manually and assign them. We would like something more systematic. Thanks!
1 件の回答
  1. Harshil Parikh
    2017年7月14日 17:36
    Yes it is possible but you first need to figure it out all the possible cases (like the one you have mentioned in question about meeting) and then come up with a trigger.

    This is not the best approach to the automation though but rather allow your users to check the ckeckbox for meeting Vs Email Vs Conference etc.. and then run automation on that!
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