In the webCRM Main Menu click the menu item named Email. You will see an Email address in the upper right hand corner of the screen: Example: cm123abcde@b2b-email.net
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Send the specially formatted data as instructed below to that Email address.

The Email subject line must start with this text: /*/AUTO/*/
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Any text following /*/AUTO/*/ in the subject line will be ignored by the auto process.

All of the sections are mandatory and the order of the sections must always be as described. Data for a section can be omitted if no Data is to be created or updated. However, the Start/End lines must always be included. If Data for DateTime is omitted, the current time when the Data is imported to the webCRM system is used instead.
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The Email body text can be in HTML format. In this case the
tag can be used as new line characters instead of characters 10+13 (CR+LF). However no other tag types are permitted in that part of the body text which includes the formatted text.
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New lines are not always 100% reliable in Emails. So at the end of each line we recommend that you in addition to the normal new line characters also add these 3 characters: [\]
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This will be interpreted as new line.
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Start:DateTime
… data for DateTime and auto processing
End
Start:Organisation
… data for Organisation
End
Start:Person
… data for Person
End
Start:Activity
… data for Activity
End
Start:OpportunityDelivery
… data for OpportunityDelivery ( = Opportunity or Delivery )
End

The Organisation section must be included anyway. The Organisation and Division names are used only if an Organisation name is assigned in Configuration/Other settings. Other data fields in the Organisation section are used and will be saved as Person-data.

You determine the create/update method by a value 0, 1 or 2.
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​A:99:[Value]
[Value] = 0 Update existing data item, create if no match found for existing data. (default)
[Value] = 1 Always create a new data item
[Value] = 2 Update existing (ignore data when no match found for existing data)
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​Hint: Since the automatic data processing ignores any text preceding the "Start:DateTime" section it is possible to add readable text at the beginning of the email body. This is useful as a user can read this information before accepting the data into webCRM.
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Organisation: Newtown Fabrications Limited, United Kingdom
Contact: Jason Builders, jason.b@new_fabs_test.co.uk
Activity: Free trial - follow up, ST, Follow up from website
||*||
Organisation:Newtown Fabrications Limited
Person: jason.b@new_fabs_test.co.uk
Comment:Evaluating for use with sales Team and Marketing, 6-11-2009 15:06
Start:DateTime
A:01:2009
A:02:11
A:03:6
A:04:15
A:05:6
A:06:37
A:07:-1
A:90:0
End
Start:Organisation
A:01:Newtown Fabrications Limited
E:02:
A:02:
A:03:
A:04:
A:05:United Kingdom
A:09:Customer
A:10:Lead
A:13:ST
A:15:44
A:30:Evaluating for use with sales Team and Marketing|CR||CR
End
Start:Person
A:01:Jason Builders
A:02:jason.b@new_fabs_test.co.uk
A:03:014569 49499494
End
Start:Activity
A:01:1
A:02:3
A:03:Free trial - follow up
A:04:ST
A:05:Follow up from website
A:06:CRM
A:07:*
A:30:Free trial system: 6-11-2009 15:06|CR|UK --- 2 users|CR|Evaluating for use with sales Team and Marketing|CR||CR|
End

Above is a website form. The objective is to send the information to webCRM and create the following:

The information that the website sends to webCRM should be in the format to the right. Again the description of items in fields within webCRM must be an exact match to the web form.