Set up email parsing for Marketing CRM so emails from third-party websites and vendors create contacts and leads automatically, with the field data in the right places.
You need admin access to Admin › Configure Marketing Settings and a unique parsing email address for your account (for example clientnamecm@myfranconnect.com). Ask FranConnect Support if you don't have one.
How parsing works
Emails sent to your parsing address are scanned in the background — the parser reads each field name and takes its value to the end of the line, so First Name in the email fills the First Name field on the record.
Parsing is not instant. The background process needs a little time before the contact or lead appears in CRM.
Step-by-Step Instructions
Follow these steps to setting up email parsing: CRM
Enable parsing for CRM
Open the CRM section of Marketing Settings, set parsing to Yes and click Save.
Configure the parsing email subject
Open the Internet section for the category you want, choose Configure Parsing Email Subject from the Action menu, and set the subject in the pop-up.
Both the email address and the subject must be unique. An email with an unrecognised subject, or none at all, is filed under the category Others.
Check the available fields
Use the supported field names for contacts and leads so the parser recognises them.
Format the email
Send one field per line in plain text or HTML, following the sample templates.
Confirm the record was created
Once the background process finishes, the new contact or lead appears in CRM with the parsed values.
What happens in edge cases
A field left empty in the email is stored as blank. Unrecognised or extra information is parsed into the Comments section of the record's Primary Info page. If Record Type is blank on a lead, the data lands on the Contacts tab rather than Leads.
Why use email parsing
It removes manual entry, captures third-party website contacts and leads in bulk, and keeps CRM updated straight from inbound email.