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 VERIFIED MEMBER
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

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,615 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    edited June 2021 #2

    Use Zapier or Integromat.

  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 41 VERIFIED MEMBER
    10 Comments
    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: 57 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper
    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.

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