Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email

Tatyana_44684
Tatyana_44684 Member Posts: 1
edited May 2022 in Apps and Integrations #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

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited June 2021 #2

    Use Zapier or Integromat.

  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 43
    First Comment Elite Solution Provider
    edited June 2021 #3

    As a mid-solution, try creating your lead (or deal) from the mail inbox, it is much faster :)

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  • Keith Gereghty
    Keith Gereghty Member Posts: 58
    Name Dropper First Anniversary First Comment
    edited June 2021 #4

    Look into Zapier Parser or Sig Parser to extract relevant information from emails. I have Zapier Parser add new deals via inbound emails.