From an email to a deal and payment

Let’s start with the honest bottom line, not the pitch: there is no automatic link between an email and a CRM lead in this version, or between a lead and a deal. What follows is what genuinely happens on its own, and what’s on you at each step.

The email arrives

If the email contains a person Yttri confidently recognises (a match on name and address), they automatically appear or get linked to a card in CRM contacts. An uncertain match arrives as a suggestion you confirm.

Caution

A lead (CRM → Leads) is not created in the process — not automatically, not even as a suggestion. The data model even has a field for “source: mail” reserved, but no code fills it in. If an email looks like an inbound lead, you create the lead by hand: copy the name, contact details and the request itself into the form yourself.

Separate from leads, here’s what mail does for ordinary tasks and finance: an explicit promise in an email is suggested as a task with a link back to the email, and an email involving money is suggested as a transaction, subscription or liability — you confirm either one. This works independently of CRM and doesn’t create leads.

Lead → qualification → deal

From here it’s exactly what CRM’s Scenarios already describes: a lead’s status is switched by hand, “Converted” is a note about the outcome, not an action. You create the contact and the project or deal for the lead yourself.

The deal is closed — the money arrives

Automation comes back here, with a condition. When a transaction from an email or a receipt is confirmed, Yttri tries to match it against a deal’s expected milestone — by currency, amount (±5% slack), due date, and name. A match auto-marks the milestone paid (more on the mechanism itself in Payments in deals).

Note

Matching by name is the tightest constraint: a bank notification rarely carries your project or deal’s name. In practice this more often means you’ll close the milestone by hand than that it closes itself.

What ends up automated, and what doesn’t

Step	Automatic	By hand
Email → CRM contact	on a confident match	a suggestion on an uncertain one
Email → lead	—	always
Lead → qualification	—	always (switching the status)
Lead → deal	—	always (creating the project/contact separately)
Payment → milestone	if the name matches	usually (marking it yourself)

That’s not a reason to skip CRM — just expect a tool for deliberately running your sales process, not an autopilot that carries a lead through to payment by itself.