Add lead information from new parsed emails to Real Geeks
Receiving email notifications with new leads? Set up this automation and save your follow-up time for more important work. Once this integration is active, it will automatically trigger whenever your parser mailbox receives a new email, applying your pre-set parsing rules and extracting the details you need to create a new lead in Real Geeks. You won't ever have to copy info out of formatted emails again!
Receiving email notifications with new leads? Set up this automation and save your follow-up time for more important work. Once this integration is active, it will automatically trigger whenever your parser mailbox receives a new email, applying your pre-set parsing rules and extracting the details you need to create a new lead in Real Geeks. You won't ever have to copy info out of formatted emails again!
- When this happens...New Email
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
- automatically do this!Create Lead
Create a new Lead.
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MailboxRequired
Only trigger on emails sent to this specific mailbox. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
Try ItSiteRequired
Site where leads will come from.
Try It
New Mailbox
Triggers when a new mailbox is added.
Try ItSiteRequired
Choose which site to send new leads to.
Agent
Agent to assign this lead and not use Round-Robin in the Lead Manager. Leave is blank to use your assignment configuration from the Lead Manager.
SourceRequired
Source indicates where this lead was generated. To add a new source visit: https://leads.realgeeks.com/settings/customize.
Type
Indicate if this lead is buying or selling.
First Name
Last Name
Phone Number
Email Address
Address
Full address. If you have separate address components use the other fields: Street Address, City, State and Zip Code.
Street Address
Street name and number.
City
State
Zip Code
Contact Message
Notes
Important Notes.
Region
Is used by some sources to help destinations do geographic round-robin lead assignment. Lead Manager CRM displays this value as “Area”. The website sends the area of the first search.
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