Create a lead by sending an email

matthieu from waldo
matthieu from waldo Member Posts: 10 VERIFIED MEMBER
Photogenic First Anniversary First Comment
edited March 14 in Sales CRM #1

Hi,

Is there a way to create a new lead just by sending an email?

(my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation).

Thanks,

Matthieu

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Answers

  • Josh Buesking
    Josh Buesking Member Posts: 247 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers

    No. Would be rather complex to keep data consistent like contact info etc.

    I created a simple no frills google form and then just type the info in real quickly there.

    Saved the webpage to an app on my phone and password protected so no spam.

    On the fly I just open the app on my phone and enter the info quickly.

  • matthieu from waldo
    matthieu from waldo Member Posts: 10 VERIFIED MEMBER
    Photogenic First Anniversary First Comment

    Hi Josh,

    Thanks for the idea. Yes, I can do that. Not ideal but that could help a bit.

    Enjoy your day

    Matthieu

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,605 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers

    You could do this using the mail parser module in Zapier.

  • Flyerboy
    Flyerboy Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment

    More info Amit?

    how would that Parser work? Add/edit contact… add as lead etc?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,605 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers

    Hi @Flyerboy

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Contact: Book a Call | WhatsApp | Email | Website

  • Flyerboy
    Flyerboy Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment

    Been looking into the Paser - I think that will do exactly what I need.

    Thanks Amit

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