Komiko Email Synchronization Logic

The Komiko service is connected to a subset of an organizations mailboxes either by those mailboxes directly registering for Komiko or via a service account that has delegate access to the target mailbox.  Komiko only has visibility to email and calendar items that passes through the target mailboxes and not to any other mailbox on the system.

Once Komiko is connected to a mailbox, it will monitor the headers (recipient list) of all inbound and outbound communications to determine which messages to capture and synchronize to the CRM system.   The capture logic is as follows.

  1. Are there any external recipients on the email?
    • No. Reject.
    • Yes. Proceed to step 2.
  2. Are any of those recipients on the company wide blacklist either by individual or domain?
    • Yes. Reject.
    • No. Proceed to step 3.
  3. Are any of the external recipients existing contacts or leads in the CRM system?
    • Yes. Capture and tag with to the appropriate contacts, leads, accounts, …
    • No. Proceed to step 4.
  4. Are the external recipient addresses corporate domains that correspond to an existing account?
    • Yes. Capture.  And either…
      • Automatically create a new contact for the appropriate account or
      • Create a new contact notification to the users present on the email
      • If notification is required, hold the captured items (email, appointments, attachments) until the notification is processed.
    • No. Proceed to step 5.
  1. Are the external recipients all personal email domains (e.g. gmail.com, hotmail.com, etc.)?
    • Yes. Reject.
    • No. Proceed to Step 6.
  2. Capture the item and create a new company notification for the company(ies) represented.
    • Once the notification is processed, if an account or lead is created, backfill the items to Salesforce.
    • Otherwise, hold for the next interaction.

 

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