Hi Appian architect team, do you have suggestions for a method to auto-associate e-mails to an Appian record without CCing an Appian process email? A client is looking for CRM-style functionality which will pull in e-mails and associated replies in the continuing thread and associate them with a customer record in Appian. Pre-sales recommended custom development using MS Graph API but is seen as potentially too complex and/or risky. Welcome any alternative suggestions, third party tools or plugins for a workaround, etc.
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Keep in mind that Appian is first and foremost an business process automation and case management platform. Nevertheless, there is a CRM solution available in the Appmarket that might resolve most of your challenges already. community.appian.com/.../appcino-crm-sales