Transferring prospective leads into contacts
We use a number of lead generators to obtain prospective clients, these leads come through via email is there a way that I can get pipedrive to automatically create a contact from the information they input into the lead generator.
For example an email may come through with a name contact number and address, can I get pipedrive to extract the customers information and create them as a contact or do i have to continue copy and pasting?
Any help or advice on this would be greatly appreciated.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited May 2021 #2
If the format is fixed, you can use the Mail Parser utility in Zapier to parse the contents of the email and then create a contact in Pipedrive.0