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Incoming Mail Processing - Create a New Lead Conditionally

  • July 10, 2025
  • 1 reply
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Hello Everyone,

 

We are looking to start using Incoming Mail Processing to automate web inquiries. 

We would prefer not having a dedicated email account for this, is it possible to conditionally create a lead based on who the sender of the email is?

 

Aleks

Best answer by Tara H

Hi Aleks, 

 

I was able to confirm that this conditionally functionality is not supported.  It sounds like you have a grasp of the workaround -- where you could configure your email system to route emails from a certain email address to a particular mailbox. Then, in Acumatica, you could configure email processing to create leads for emails that arrive in that inbox. 

 

Hope this helps.  Best, 

Tara

1 reply

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  • Acumatica Moderator
  • Answer
  • July 11, 2025

Hi Aleks, 

 

I was able to confirm that this conditionally functionality is not supported.  It sounds like you have a grasp of the workaround -- where you could configure your email system to route emails from a certain email address to a particular mailbox. Then, in Acumatica, you could configure email processing to create leads for emails that arrive in that inbox. 

 

Hope this helps.  Best, 

Tara