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How does SmartSuite handle email automation for creating records and managing threads?

Written by Piercen Reid

How does SmartSuite handle email automation for creating records and managing threads?

SmartSuite offers robust email automation features that streamline workflows and enhance communication management. Below, we outline two key functionalities related to email automation:

Creating Records from Emails

SmartSuite allows you to automatically create new records, such as tickets, from incoming emails. This is achieved through automation triggers that detect when an email is received. Once triggered, the system can generate a new record and populate it with relevant information from the email. This feature is particularly useful for managing customer inquiries, support tickets, or any workflow that relies on email communication.

Managing Email Threads in the Communication Center

The SmartSuite Communication Center is designed to keep email conversations organized and linked to the appropriate records. Replies to emails sent from within a record are automatically pulled into the Communication Center, ensuring that the conversation remains connected to the original record. However, new email threads initiated by the other party (not as a reply to your email) are not automatically associated with any record. This is because the system cannot determine which record the new thread should be linked to. These features demonstrate SmartSuite's ability to automate and manage email-based workflows effectively, saving time and reducing manual effort.

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