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  1. Service Automation
  2. Service Management
  3. Auto-create customer/jobs

Create customer and job records from parsed email data

Automate the process of extracting key information from incoming emails and using it to generate new customer and job entries in your database without manual intervention. By mapping parsed email data directly to record fields, you eliminate repetitive data entry errors and ensure information is consistently formatted. This streamlines onboarding and project tracking, enabling faster response times and improved data accuracy.

Filter by common apps:

  • Mailparser
  • Service Fusion
  • Formatter by Zapier