Contract Hire and Leasing Integration
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
If you want to create opportunities automatically from Contract Hire and Leasing enquiries, you can integrate Accelerate with CH&L. To do this you need to change the Accelerate email address that the CH&L enquiries arrive at. This can be arranged by contacting us via the QV Support Hub.
Emails will be received by Accelerate and automatically converted to opportunities and opportunity notes containing the details of the enquiry from CH&L. As CH&L only allows enquiries to be sent to one email address, if you want to still receive these enquiries as emails as well, then you can configure this in Accelerate by setting the CH&L Forward in ‘Settings’ > ‘Organisation Settings’. This can be a comma separated list of email addresses and Accelerate will automatically forward any CH&L enquiries it receives to these email addresses as well as creating the opportunity.
Note: Emails must come directly from CH&L, they cannot be forwarded from a different email address.
An example opportunity and opportunity note, created from a CH&L email is shown below.
Changing the email address
If you need to change the email address that these email are sent to, perhaps because you are receiving too much spam, then you can generate a new mailbox.
To do this click ‘Settings’ in the top menu, then expand the Brands section, and click the pencil icon on the brand of your choice:
Then click the ‘Generate Mailbox’ button:
If you click the Generate Mailbox button this will update the value of Email Mailbox for that brand. The new email address will be <mailbox>@chl.quotevinemail.com.
This mailbox will be available immediately and the old one will no longer exist. So you must update CH&L with the new email address ASAP.
Using this feature, you can also have a separate CH&L email address for each of your brands. Simply follow the steps above to generate a mailbox and the email address will be specific to the brand. Any opportunities created from emails received to that email address will be assigned to that brand.