1.Detects new email with attachment
Integrate Microsoft Office 365 and email intake to catch emails with CSV attachments and route them into the workflow.
Add emailed lead CSV rows to central lead table
Automatically detect new email attachments across Microsoft Office 365, and parse qualifying CSV files in Zapier apps. Create and update lead rows when CSV attachments arrive, when filenames match, or when contacts are parsedβso you can deduplicate leads, enrich fields, and add to your shared table without manual triage.
How this automation accelerates lead triage
When new emails arrive with attachments, manual CSV imports slow down outreach and can miss key contacts. This automation filters qualifying files and parses attachments, consolidates records, and creates new rows in Zapier Tablesβso your team can act faster on fresh leads.
Microsoft Office 365or swap with your favorite app
2.Continues only for qualifying CSV
Integrate Filter by Zapier and file pattern checks to stop unrelated messages and proceed only for matching CSV attachments.
Filter by Zapieror swap with your favorite app
3.Parses attachment CSV into rows
Integrate Formatter by Zapier and CSV parsing to extract contacts from the attachment and produce structured row data.
Formatter by Zapieror swap with your favorite app
4.Consolidates rows by contact
Integrate Code by Zapier and data transformation to collapse multiple lines into a single record per email or contact.
Code by Zapieror swap with your favorite app
5.Iterates consolidated records
Integrate Looping by Zapier and automation iteration to loop through each consolidated contact record for table creation.
Looping by Zapieror swap with your favorite app
6.Creates lead table rows
Integrate Zapier Tables and table records to create new rows and map consolidated contact fields into the shared lead table.
Zapier Tablesor swap with your favorite app
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