Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module.
I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the email status is changed to "Opened", it would trigger an action, the action being a Deal is created that relates to the Contact record to whom the email was sent.
I understand there's no way to do this in Workflow Rules as far as I know (can't use email opens/clicks as triggers), so I'd need a custom function.
My question is, how would I go about beginning such a function/integration? Is there a third party application I need? Do I need to have a link referencing the Deal (potID) embedded in the email in order to accomplish this? Any guidance would be greatly appreciated
Is the email being sent from CRM or Campaigns? You mentioned it's a campaign email so what is posted above isn't valid. That would be for emails sent from CRM.
Creating a deal automatically, from a Campaigns email or even from a CRM sent email, would require a function or other developer solution (including, possibly, Zoho Flow).
If it's a Zoho Campaigns email, and assuming the recipients are already in CRM, I would likely start reviewing a function that runs from the Campaigns Members data set in CRM. If that's not supported, it may have to be done on a schedule in CRM to run periodically through the day.
Either way, there's several variables to consider before knowing where to start. However, custom development is likely the end product. How that triggers and executes the requirement(s) is hard to determine based on what you've shared.
If I can help further, or clarify anything, please feel free to ask.
Can you confirm if you are referring to Zoho Campaigns or CRM Campaigns?
Also, if you can help us with the field mapping for a deal record creation (mandatory fields in deal record) we can check and write the code accordingly.
When a "product" is sold we get an email with the details of the client (name and last name, product, amount).
We need to be able to create a workflow in CRM so when a new email from a spesific sender comes in, then a new module (Deal) record is created and to be able to map the fields from the email body to our deal record.
We are doing it manually so far and we need a deluge script to add this as we have thousand entries per year.