Email Integration for CTA Creation / Cockpit Integration

  • 28 March 2016
  • 2 replies

Userlevel 1
It would be helpful to be able create CTAs/tasks directly from an email in Gmail. Perhaps a rules based "suggest a CTA" which looks for emails from key deployment contacts, and auto-populates the account/relationship, and task name based on the email subject.

2 replies

Userlevel 6
Hi Tyler, 

Thanks for posting! There is a similar idea already posted on the community Let me know if your idea is the same as this other community post and I will merge these ideas. 

By the way, I am a big fan of this idea and I have already up voted. 
Userlevel 1
Thanks for the reply. I think these are similar enough to be merged. I was thinking specifically of a gmail add-on, but could probably achieve the same result by just forwarding the email to a designated email address.