I already included this question in another post, but it was bundled with other questions, so I decided to start a new post.
What I am trying to do is this: We have cases automatically created from incoming email to our support email address, and this is working fine. With this though, a contact will be created if it doesn't already exist in CRM. What I would like to have done is that if the sender's email address comes from a certain domain it will get matched up to the account based on the domain. Additionally, I would like the case to be created for that account and not the contact.
Example:
- New Sender is: joe@xyzcompany.com
- CRM matches the sender with the domain xyzcompany.com to the account XYZ Company.
- CRM created new contact with Account name as XYZ Company
- CRM creates new case for XYZ Company
It would also be nice to pull more sender information for the contact like display name, but I cannot find where to change any options for automatically creating new contact.
Thank you for any assistance you can offer.