Email-to-anything (E2A) enables you to automatically create Leads, Cases and Opportunities from inbound emails or web forms. In fact, E2A can create new records in any object in Salesforce, including custom objects.
E2A can capture email history against any Salesforce record or object and can also keep existing records bang up-to-date by auto-populating missing fields or updating existing fields with new information.
E2A delivers amazing productivity gains to the Salesforce platform, helping your whole workforce work smarter and more efficiently.
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Auto-forward sales inquiries (by email or web form) to Salesforce, automatically create Leads or Opportunities in the Lead or Opportunity object, then auto-assign to sales reps, sales teams or queues. E2A ensures leads are processed as soon as they are received, leading to higher conversion rates and increased sales.
Auto-forward customer requests to the Cases object in Salesforce. If the contact already exists, E2A logs the request as a new case against that contact/account. If it doesn’t exist, E2A creates a new contact & case. E2A shortens the time to resolution and helps improve customer satisfaction ratings.
Receive internal IT requests to a specific mailbox, auto-forward them to your custom “IT Tickets” object in Salesforce, create the tickets automatically, and assign them to an agent or queue for resolution. E2A enables tickets to be assigned instantaneously, meaning a decreased time to resolution, less downtime and higher workforce productivity.
Automatically create tickets from emails (or web forms) for any helpdesk scenario. Auto-forward or CC emails to any object in Salesforce, including custom objects. Use E2A to handle external (customer/prospect) or internal (staff) requests. E2A can be coupled with its sister app Q-assign, to enable the intelligent assignment of leads, cases and helpdesk tickets.
EMAIL TO LEAD, CASE OR ANY OBJECT
MATCH DATA TO EXISTING RECORDS
SEND EMAILS FROM ANY SALESFORCE OBJECT
STORE EMAIL HISTORY AGAINST ANY RECORD
SUPPORTS ANY EMAIL CLIENT
CREATE, SAVE & RETRIEVE EMAIL DRAFTS
Save time and money
Automate Lead Creation
Reduce manual errors
Increase data accuracy
Increase customer satisfaction
Grow your sales pipeline
Speed up lead creation
Increase close rates
Empower your sales teams
Improve workflows and productivity
I am extremely impressed with the speed and level of service I received from Ortoo on our latest project. They were prompt, diligent and ensured to follow up at every step of our project.
I have implemented the Ortoo email app at a couple of companies and have been thrilled with the results.
This app does exactly what it says it does. Documentation is good and setup is simple. We’ve used it for over a year with no issues at all.
Great app and easy setup. Working with the support team was great and they were able to help me get the app up and running in no time.