CRM style email tracking function - looking for ideas
I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Out...
Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.
------------------------------ Carlos Santiago ------------------------------
I have successfully done this for a client for an I.T. Ticketing application. In this case we have a dedicated user ID which is copied on automated emails sent from the application when a ticket is updated. The users are encouraged to simply reply to the email, as opposed to having through click through links to add a ticket status update.
There is a pipeline which monitors emails coming into this particular outlook email address and we are able to purchase out the ticket number from the subject line. That allows the pipeline to create a status update child wrecker to the ticket and it can also go and grab any attachment to the email and include that on the ticket status update.
So I think that this approach can work except that there has to be a particular Outlook email address which is connected to the pipeline. I don't know if a way to magically monitor all email boxes of all your employees.
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------
---- Getting email to all or a specific subset of employees: In the Google Workspace universe you could look at some creative email routing before email is delivered to employee mailboxes. You can Look at specific senders, sender domains, or recipients, or recipient domains in a multi-domain environment, you could even examine subject lines or even email headers to make routing decisions.
That could be a way to say: all email with X in the subject line gets delivered according to some rules, one of those mailboxes could the special one monitored by pipelines.. kind of a limited "catch all" email address. (hidden to the sender).
------------------------------ joe vandervest ------------------------------
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ideas","id":"message:74629","revisionNum":1,"repliesCount":9,"author":{"__ref":"User:user:38186"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:74629"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:74629"},"body@stripHtml({\"truncateLength\":200})":"I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Out...","body@stringLength":"707","rawBody":"I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Outlook?? Has anyone done something similar? I'm looking for a hero :)
------------------------------ Sherry Blackburn ------------------------------ ","kudosSumWeight":0,"postTime":"2020-10-21T11:45:00.000-07:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuMnwyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Integration","text":"Integration","time":"2024-04-03T08:20:33.712-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:74629_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":40},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:74629":{"__typename":"Conversation","id":"conversation:74629","solved":false,"topic":{"__ref":"ForumTopicMessage:message:74629"},"lastPostingActivityTime":"2023-06-08T13:21:00.000-07:00","lastPostTime":"2023-06-08T13:21:00.000-07:00","unreadReplyCount":9,"isSubscribed":false},"ModerationData:moderation_data:74629":{"__typename":"ModerationData","id":"moderation_data:74629","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:74629_1":{"__typename":"Revision","id":"revision:74629_1","lastEditTime":"2020-10-21T11:45:00.000-07:00"},"ForumReplyMessage:message:74631":{"__typename":"ForumReplyMessage","id":"message:74631","conversation":{"__ref":"Conversation:conversation:74629"},"author":{"__ref":"User:user:12614"},"revisionNum":1,"uid":74631,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"subject":"Re: CRM style email tracking function - looking for ideas","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:74631"},"parent":{"__ref":"ForumReplyMessage:message:74630"},"body":"
I have successfully done this for a client for an I.T. Ticketing application. In this case we have a dedicated user ID which is copied on automated emails sent from the application when a ticket is updated. The users are encouraged to simply reply to the email, as opposed to having through click through links to add a ticket status update.
\n\n
There is a pipeline which monitors emails coming into this particular outlook email address and we are able to purchase out the ticket number from the subject line. That allows the pipeline to create a status update child wrecker to the ticket and it can also go and grab any attachment to the email and include that on the ticket status update.
\n\n
So I think that this approach can work except that there has to be a particular Outlook email address which is connected to the pipeline. I don't know if a way to magically monitor all email boxes of all your employees.
\n\n
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","body@stringLength":"1153","rawBody":"
I have successfully done this for a client for an I.T. Ticketing application. In this case we have a dedicated user ID which is copied on automated emails sent from the application when a ticket is updated. The users are encouraged to simply reply to the email, as opposed to having through click through links to add a ticket status update.
\n\n
There is a pipeline which monitors emails coming into this particular outlook email address and we are able to purchase out the ticket number from the subject line. That allows the pipeline to create a status update child wrecker to the ticket and it can also go and grab any attachment to the email and include that on the ticket status update.
\n\n
So I think that this approach can work except that there has to be a particular Outlook email address which is connected to the pipeline. I don't know if a way to magically monitor all email boxes of all your employees.
\n\n
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ 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Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.
------------------------------ Carlos Santiago ------------------------------ ","body@stringLength":"318","rawBody":"
Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.
------------------------------ Carlos Santiago ------------------------------ 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CRM style email tracking function - looking for ideas","moderationData":{"__ref":"ModerationData:moderation_data:74638"},"body":"
---- Getting email to all or a specific subset of employees: In the Google Workspace universe you could look at some creative email routing before email is delivered to employee mailboxes. You can Look at specific senders, sender domains, or recipients, or recipient domains in a multi-domain environment, you could even examine subject lines or even email headers to make routing decisions.
That could be a way to say: all email with X in the subject line gets delivered according to some rules, one of those mailboxes could the special one monitored by pipelines.. kind of a limited \"catch all\" email address. (hidden to the sender).
------------------------------ joe vandervest ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"repliesCount":0,"postTime":"2023-06-08T13:21:00.000-07:00","lastPublishTime":"2023-06-08T13:21:00.000-07:00","metrics":{"__typename":"MessageMetrics","views":34},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:74629/message:74638","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"775","rawBody":"
---- Getting email to all or a specific subset of employees: In the Google Workspace universe you could look at some creative email routing before email is delivered to employee mailboxes. You can Look at specific senders, sender domains, or recipients, or recipient domains in a multi-domain environment, you could even examine subject lines or even email headers to make routing decisions.
That could be a way to say: all email with X in the subject line gets delivered according to some rules, one of those mailboxes could the special one monitored by pipelines.. kind of a limited \"catch all\" email address. (hidden to the sender).
------------------------------ joe vandervest ------------------------------ ","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:74638_1"},"latestVersion":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}}},"CachedAsset:text:en_US-components/tags/TagView/TagViewChip-1742314867000":{"__typename":"CachedAsset","id":"text:en_US-components/tags/TagView/TagViewChip-1742314867000","value":{"tagLabelName":"Tag name {tagName}"},"localOverride":false},"Revision:revision:74638_1":{"__typename":"Revision","id":"revision:74638_1","lastEditTime":"2023-06-08T13:21:00.000-07:00"}}}},"page":"/forums/ForumMessagePage/ForumMessagePage","query":{"boardId":"quickbase-discussions","messageSubject":"crm-style-email-tracking-function---looking-for-ideas","messageId":"74629","replyId":"74631"},"buildId":"q_bLpq2mflH0BeZigxpj6","runtimeConfig":{"buildInformationVisible":false,"logLevelApp":"info","logLevelMetrics":"info","openTelemetryClientEnabled":false,"openTelemetryConfigName":"quickbase","openTelemetryServiceVersion":"25.2.0","openTelemetryUniverse":"prod","openTelemetryCollector":"http://localhost:4318","openTelemetryRouteChangeAllowedTime":"5000","apolloDevToolsEnabled":false,"inboxMuteWipFeatureEnabled":false},"isFallback":false,"isExperimentalCompile":false,"dynamicIds":["./components/seo/QAPageSchema/QAPageSchema.tsx","./components/community/Navbar/NavbarWidget.tsx","./components/community/Breadcrumb/BreadcrumbWidget.tsx","./components/messages/TopicWithThreadedReplyListWidget/TopicWithThreadedReplyListWidget.tsx","./components/messages/RelatedContentWidget/RelatedContentWidget.tsx","./components/community/FooterWidget/FooterWidget.tsx","./components/customComponent/CustomComponent/CustomComponent.tsx","./components/messages/MessageView/MessageViewStandard/MessageViewStandard.tsx","./components/community/FooterWidgetHelpLink/FooterWidgetHelpLink.tsx","./components/community/KhorosLogo/KhorosLogo.tsx","../shared/client/components/common/List/UnstyledList/UnstyledList.tsx","./components/messages/MessageView/MessageView.tsx","./components/messages/MessageView/MessageViewInline/MessageViewInline.tsx","../shared/client/components/common/Pager/PagerLoadMore/PagerLoadMore.tsx","./components/customComponent/CustomComponentContent/HtmlContent.tsx","./components/customComponent/CustomComponentContent/TemplateContent.tsx","./components/customComponent/CustomComponentContent/CustomComponentScripts.tsx","../shared/client/components/common/List/UnwrappedList/UnwrappedList.tsx","./components/tags/TagView/TagView.tsx","./components/tags/TagView/TagViewChip/TagViewChip.tsx"],"appGip":true,"scriptLoader":[]}
Qrew Legend
