BPM Email Archiver Add-on for SugarCRM
BPM Email Archiver by enable.services automatically saves emails sent by SugarBPM processes as Email records in SugarCRM. These emails are linked to the relevant CRM records, giving your team a complete view of customer communications, including messages sent automatically.
Keep a complete record of automated emails in SugarCRM
How does it work?
Once installed, BPM Email Archiver automatically captures emails sent by SugarBPM processes and creates completed Email records linked to the relevant CRM records. No additional configuration is required, provided your SugarCRM email settings are already configured.
Key Benefits
- Automatically save emails sent by SugarBPM processes in SugarCRM
- View automated emails in the relevant records' History and Emails subpanels
- Give your team visibility of customer communications sent in the background
- Avoid duplicate emails or follow-ups by keeping communication histories complete
- Improve reporting by correctly recording automated emails as outbound communications
Example Use Case: Customer Onboarding
A customer success team uses SugarBPM to send a welcome email when a customer’s onboarding is complete.
With BPM Email Archiver installed, the email is automatically saved against the customer’s Account record.
The account manager can check when the email was sent and review its contents directly in SugarCRM, without having to search through separate email records or ask colleagues.
