1.Monitors new email in inbox
Integrate Microsoft Outlook and inbox tracking tools to detect new emails and pull subject and body for lead parsing.
Add parsed email leads to your lead tracker sheet
Automatically monitor new email in monitored inbox across Microsoft Outlook and Smartsheet. Create and update when inbox emails qualify—when email subject matches, when contact info is present, or when message criteria pass—so you can format fields, add structured lead rows, and speed up triage without manual data entry.
How this automation accelerates lead triage
When new email in monitored inbox arrives, unqualified messages clutter your workflow and lead capture slows. This automation filters qualifying emails and extracts lead fields and adds structured rows in your lead tracker—so your team can triage faster without manual entry.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying messages
Integrate Filter by Zapier and email criteria tools to continue only for qualifying messages and reduce spreadsheet noise.
Filter by Zapieror swap with your favorite app
3.Extracts and formats lead fields
Integrate Formatter by Zapier and data mapping tools to extract sender email, phone, name, company, and message notes.
Formatter by Zapieror swap with your favorite app
4.Adds row to lead tracker
Integrate Smartsheet and spreadsheet tools to map date and time and create a new structured lead row.
Smartsheetor swap with your favorite app
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Step 1
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Step 2
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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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