Hey everyone. Really hoping this forum community can give me some insights on this. I’m currently building a CRM style platform and I’m looking for some ideas/solutions on how to handle incoming email responses from emails that are sent from the platform using the sendgrid integration.
Here is what I’m hoping to do. I would like to use a catchall email as the reply email address to all emails sent from within the platform via the sendgrid integration. I need to figure out a way to tag the user that sent the email so that when the customer replies, it will be directed to that user.
I’m running into issues due to Sendgrid not handling incoming email, only outgoing. I was thinking about embedding the users unique ID in the original email header but if the customer saves the contact and doesn’t reply to that email, it won’t help me.
I thought about creating a workflow to check the customers data record for the tagged user such as sales person and then create a notification for that user with the content of the email but wasn’t sure if their was a better way out there.
I also need the ability as I add new clients to the platform, during the onboarding process, I can use API to create a new catchall email address for them on whoever I’m using for the pop/incoming email handling.
I really appreciate any and all help on this. I have been stumped for awhile now trying to figure out the best way to handle this.