1.Catch qualifying brochure download emails
Integrate Gmail and inbox filtering tools to catch incoming brochure download notifications and pass the email body and subject into the workflow.
Add brochure download leads to central leads sheet
Automatically catch brochure download emails and extract submitter details across Gmail and Google Sheets. Create and update one searchable lead row when a matching email arrives, so you can follow up faster without manual lead entry.
How this automation captures brochure download leads
When brochure download emails arrive in your inbox, follow up can stall and leads get missed. This automation uses Gmail to filter and format submission details, then appends a single row to your master leads sheetβso your team can act quickly.
Gmailor swap with your favorite app
2.Extract submitter name and timestamp
Integrate Formatter by Zapier and text extraction tools to pull submission timestamp and name from the email body to map fields.
Formatter by Zapieror swap with your favorite app
3.Format parsed submission timestamp
Integrate Formatter by Zapier and date formatting tools to convert the parsed timestamp into your regional display and map the date column.
4.Create searchable lead spreadsheet row
Integrate Google Sheets and reporting sheets tools to create a new spreadsheet row and store email details in the notes column.
Google Sheetsor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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