Hello,
Can anyone tell me if there is a way to add a file to an Account in CRM via email i.e. an individual email address for each Account that will accept an email with an attachment and then add that attachment to the Account.
The scenario is something like this. We use another system to produce invoices (not a finance system, it is an operations system). The invoice process creates 2 files - a CSV which is used to update the finance system and a PDF which is sent to the customer. I was looking for an automated way to attach the PDF version of the invoice to the Account in Zoho so other users have access to it.
Can anyone suggest a way I might go about this?