Emails

Introduction

Many buyers prefer to be contacted or interacted with via email. Digital Sales Platform supports the integration with email applications such as MS Outlook 365 through the open API concept. That way, emails can automatically sync between Outlook and Digital Sales Platform, providing a 2-way synchronization boosting the sales representative’s efficiency. Emails also contribute to the interaction history, and – due to the nature of this activity type – cannot be created manually in Digital Sales Platform, but only in conjunction with an integrated email application.

Configuration

For emails, there is no specific configuration required. However, besides the regular integration requirements from an API perspective, the API has the ability to auto-create contacts that are not known in Digital Sales Platform. See the next section for more details.

Contact Auto-Creation

For this, the flag ‘Auto Contact Creation’ has to be set to ‘true’ for unknown contacts to be created automatically (path: ‘Administration’ -> ‘Master Data Management’ -> ‘Setting Boolean’:

Contact is known to the Digital Sales Platform if an existing contact shares the same email address. If the email address cannot be found and the flag is set to ‘true’, the contact will be automatically be created using an email address (if the name is provided in the API, the name fields will be populated as well).

If the flag is set to ‘false’, then it will be indicated to the user if unknown contacts should be created as shown in the following figure:

Administrators can see in Digital Sales Platform (under ‘Administration’ -> ‘Master Data Management’ -> ‘Email’) the email addresses that came through the API and were not found in the system:

If the user clicks on the ‘create contact’ button in Discover New Contacts, the respective email address will be removed from the above figure and the record will be replaced with the respective contact reference.