VCard Attachment from e-mail to Perfex CRM

Status: Open · Asked by bsansour on · 0 views

bsansour — Question ·

I would like to make an email attachment from Office 365, which is a vcf file, as an entry in Perfex CRM. However, I cannot find a suitable solution for this. Thank you for the help.

Arshil Ahmad — Reply ·

Hi @bsansour,

Could you please elaborate a bit more on what the exact issue is? Also, could you share the Workflow URL where you have this concern?

bsansour — Reply ·
Hi @bsansour,

Could you please elaborate a bit more on what the exact issue is? Also, could you share the Workflow URL where you have this concern?


I receive my leads from my lead provider via email. Attached to this email is a .vcf file containing the customer's contact information. Now I want to automatically load this .vcf file or the data contained therein into my Perfex CRM and create a new lead with this data. Is such a workflow possible?
Pabblymember11 — Reply ·

Hey @bsansour

I am afraid it wouldn't be possible to get the contacts from the .vcf card in the automation but you may use the Google Contact action step to get all the contacts from your account.

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