How do you setup email in your application and link it to a record
Hey Chris.
I have been trying to look online but haven't been successful in finding out the following. Say you made a CRM application in Rails and setup a pop3/imap email in the app. How would you take that email and associate it with a contact? If anyone has worked with Gmail Api - how do companies sync emails to contacts/companies with their apps?
Email Setup: Set up an email client in your app using POP3/IMAP (e.g., using Ruby gems like mail or APIs like Gmail).
Email Parsing: Use the email’s metadata (subject, body, sender) to parse and extract relevant information. scratch geometry dash
Link to Contact: Match the email’s sender to a contact record using the sender's email address in your database.
Gmail API Sync: You can integrate Gmail API using OAuth, and listen for updates via the Gmail Watch API. Emails can be associated with contacts based on sender/recipient information.
To link emails to records in your Rails app, you can use libraries like Mail or Action Mailer to handle email parsing. For associating emails with contacts, you might store email data in your database and create associations between emails and contact records. If you’re working with Gmail API, you can use it to fetch emails and then match them to your contacts based on unique identifiers. Alternatively, you can use specialized services like monday project management, which offers integration features to help manage emails and records efficiently.
Setting up email in your application and linking it to a record typically involves configuring an SMTP server and integrating it with your application's backend. You can then tie the email functionality to a specific user or record within the system. For a smoother process, you can consult experts in web design Dubai for professional help with these integrations and other features.
To associate an email with a contact in a CRM built with Rails, you can use an email library like mail or the Gmail API to fetch emails via POP3/IMAP. Once the email is retrieved, you can extract key details like the sender's address and papers, please match it with an existing contact, or create a new contact if necessary. The email can then be stored in the database with a reference to the contact, either by adding a contact_id in the email model or using a join table. Many applications use APIs like Gmail’s to sync emails with contacts automatically by matching email addresses.