1.Detect new labeled emails
Integrate Gmail and email parsing tools to identify new labeled messages that start the lead extraction process.
Add email leads to prospect tracker spreadsheet for follow-up
Automatically monitors new emails matching your label in Gmail and pulls lead details across Gmail and Google Sheets. Create and update prospect rows when structured submission data is detectedβso you can follow up fast, keep one record, and avoid manual spreadsheet entry.
How this automation adds leads to your prospect tracker
When labeled emails arrive, delays can cause missed follow-up windows and incomplete lead records. This automation splits and extracts submission details, formats phone numbers, and appends structured rows in Google Sheetsβso your team can contact leads sooner.
Gmailor swap with your favorite app
2.Split message body into submission
Integrate Formatter by Zapier and text parsing tools to isolate the submission segment in the Gmail message body for extraction.
Formatter by Zapieror swap with your favorite app
3.Extract email and phone fields
Integrate Formatter by Zapier and data extraction tools to pull out email and phone values from the parsed submission.
4.Format phone number
Integrate Formatter by Zapier and phone validation tools to format the extracted phone and trim surrounding whitespace.
5.Append prospect tracker row
Integrate Google Sheets and spreadsheet workflow tools to map fields and create a new row in your configured worksheet.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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