1.Detect new email in inbox
Integrate Microsoft Office 365 and email inbox tools to detect qualifying inbound messages and trigger parsing for new lead intake.
Add parsed inbound leads to central lead sheet
Automatically monitor new inbox emails across Microsoft Office 365, Filter by Zapier, ChatGPT (OpenAI), Zapier Tables, and Microsoft Excel. Create and update when qualifying emails arrive, sender qualifies, or parsed fields are returnedβso you can add leads to your sheet, update your workbook, and move processed emails without manual entry.
How this automation creates central lead records
When new inbox emails arrive and qualifying leads are missed, delays can stall outreach. This automation filters messages, extracts contact details with AI, then creates and updates your Zapier Tables and Microsoft Excel recordsβso your team can follow up faster.
Microsoft Office 365or swap with your favorite app
2.Filters qualifying emails
Integrate Filter by Zapier and email routing rules to continue only for qualifying emails and avoid processing irrelevant inbox messages.
Filter by Zapieror swap with your favorite app
3.Parses lead fields with AI
Integrate ChatGPT (OpenAI) and AI extraction tools to generate structured JSON fields and normalize contact details for parsing.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates lead record in table
Integrate Zapier Tables and spreadsheet mapping tools to create a leads row and map parsed fields including received date.
Zapier Tablesor swap with your favorite app
5.Adds lead row in workbook
Integrate Microsoft Excel and spreadsheet update tools to add a row with parsed fields, set lead status, and record source.
Microsoft Excelor swap with your favorite app
6.Moves email to processed folder
Integrate Microsoft Office 365 and inbox organization tools to move the original message into a processed leads folder.
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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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