Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email
Tatyana_44684
Posts: 1
Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email sync and Email linking to leads and deals is enabled, but leads have to be created manually
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Use Zapier or Integromat.
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As a mid-solution, try creating your lead (or deal) from the mail inbox, it is much faster
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Look into Zapier Parser or Sig Parser to extract relevant information from emails. I have Zapier Parser add new deals via inbound emails.
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