Convert ADF format email into lead?

A.C.
A.C. Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Hello Everyone,

I am trying to figure out how to automatically take leads that are emailed to me and generate individual leads to follow up and process through. Currently, they are emailed to me in ADF format and need to be filled into Pipedrive manually. The only other option I see is to have it copied and pasted into a spreadsheet and then upload said spreadsheet into Pipedrive to generate the individual leads. That doesn't sound efficient to me and wanted to know if there is another method.

Thanks in advance.

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 167 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey @A.C. 👋

    At the moment, we currently don't support any way through our UI for that to be achieved and the method you explained would be my first approach. I have another suggestion, but I can't be 100% sure if that would work for you as it's via Zapier.

    If you do use Zapier, I'd suggest checking out if it's possible for that to be done using MailParser: https://zapier.com/apps/mailparser/integrations/pipedrive

    Apart from that, I'll be sure to pass your feedback internally so maybe in the future, there's a chance ADF format can be converted inside Pipedrive!

  • J.A.N. (Themakers)
    J.A.N. (Themakers) Member Posts: 13 VERIFIED MEMBER
    10 Comments First Answer Photogenic Name Dropper
    #3

    Hey @A.C.

    What you ask can be automated using Make. Basically it can

    • Capture the email
    • Get the attachment
    • Parse the XML
    • Create a lead by connection with Pipedrive

    I understand this sounds very technical and overwhelming. Feel free to contact me and I will be glad to help you.

  • Audrey
    Audrey Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment
    #4

    Hi @A.C. !

    You can use Relay.app (disclaimer: I work there) and leverage our AI extract feature to automatically retrieve the relevant information when creating a lead in Pipedrive, something like this:

    image.png

    You can get started for free at relay.app/signup or feel free to shoot us a quick email at support@relay.app and we'd be happy to set this up!

  • J.A.N. (Themakers)
    J.A.N. (Themakers) Member Posts: 13 VERIFIED MEMBER
    10 Comments First Answer Photogenic Name Dropper
    #5

    Hi @Audrey

    I checked out Relay.app as. I am always curious to try new automation tools. This is case is not possible to handle with Relay because you need to extract the attachment and parse the data from XML. You can do this with Make.com and N8N which are more advanced tools.

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