This article takes you step by step on how to convert incoming messages into a Case or a Lead with workflows.
1. Choose, Settings.
2. Click Workflows.
3. Click ‘New’.
4. Create your desired Workflow Name, and select Entity as Email from the drop-down list.
5. Click Properties.
6. Select Email from the first drop-down list.
7. Select your email activity from the second drop-down list.
8. Select Equals from the third drop-down list.
9. Under the ‘Look For’ drop-down list, select Email or your created Queue.
10. Save and Close.
11. In the same Workflow select ‘Case’.
12. Select, Set Properties to configure the case. (Note: A customer and a subject must be specified.)
13. Save and close the case creation step.
14. Select ‘Publish’ to publish the workflow.