1.Detects new inbox emails
Integrate Microsoft Outlook and inbox capture to detect new referral emails to start lead processing.
Add new email leads to lead tracker and notify
Automatically parse referral email bodies across Microsoft Outlook and Google Sheets. Get instant outreach and lead tracking updates when contact email is parsed, contact phone is captured, or name fields are extractedβso you can deduplicate matches, alert duplicates, and create new lead rows without manual lead tracking cleanup.
How this automation protects lead quality
When referral emails land in your inbox, duplicates and missed follow up create avoidable lead loss. This automation parses contacts, checks your lead tracker, and routes duplicates to alerts and new leads to outreachβso your team can add verified leads fast.
Microsoft Outlookor swap with your favorite app
2.Parses email contact details
Integrate Formatter by Zapier and email parsing tools to extract contact fields to standardize lead inputs.
Formatter by Zapieror swap with your favorite app
3.Looks up matching lead rows
Integrate Google Sheets and spreadsheet lookups to find existing leads to prevent duplicates.
Google Sheetsor swap with your favorite app
4.Routes duplicate or new lead
Integrate Filter by Zapier and branching logic to choose the duplicate path or new-lead path to act correctly.
Filter by Zapieror swap with your favorite app
5.Posts duplicate lead alerts
Integrate Slack and team notifications to post duplicate details to alert the team instantly.
Slackor swap with your favorite app
6.Sends internal duplicate email
Integrate Microsoft Outlook and email messaging to deliver duplicate summaries to notify marketing and sales.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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