Trying to track more potential clients via email? Say goodbye to manual labor and empower your processes with some clever automation. During setup, you'll be provided with an email address that will trigger this Zap for each new incoming email; it will then parse through the data and send the results to Close, where a new lead will be created for you, laying the foundation for your continued success.
Note: This is an advanced Zapier function that relies on previously set up Parser mailboxes. You can sign up for Parser and learn more about how it works on the Parser homepage.
How It Works
- A new email is sent to your Parser mailbox
- Zapier automation adds a lead to Close
What You Need
- Email Parser by Zapier account
- Close account
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Triggers when a new incoming Email is created or an outgoing Email is sent.
Runs a sent email report for your organization.
Triggers when a new event is created.
Runs a status change report for your organization.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Creates a new note.
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Creates a new email.
Triggers when a new lead is added to a search query or Smart View.
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.