Transferring prospective leads into contacts

Dan Evans
Dan Evans Member Posts: 1
edited May 2022 in Sales CRM #1

Afternoon,

 

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.

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited 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.

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