Lead Email Integration

Section: Customer Relationship Management
URL: /admin/leads/email_integration
Page title: (2) Integrare captare lead-uri prin e-mail

Overview

Lead email integration ingests inbound emails as leads, applying parsing rules to extract key fields automatically.

Business value

Turns a shared mailbox (sales@, info@, contact@) into a structured lead pipeline by automatically parsing inbound emails and creating leads — so nothing gets lost in someone's inbox.

• Who uses it: Sales, marketing, customer success
• Key benefit: Eliminates the "shared-inbox black hole" where prospects disappear.

Typical use cases:

• Inbound RFQs become tracked leads with full thread preserved
• Auto-routes leads to the right rep based on parsing rules

At a glance

Accessing this module

From the admin sidebar, navigate to Lead Email Integration, or open the URL directly:

/admin/leads/email_integration

List view

The list view shows existing lead email integration records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Lead Email Integration from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/leads/email_integration