1.Detects new email matching search
Integrate Gmail and email filtering to watch for new matching prospect messages and kick off lead parsing.
Add parsed website leads to central lead sheet
Automatically parse contact details and requests from incoming prospect emails across Gmail and regional routing tools. Create and update when leads are extracted, regions match, or tracker rows are addedβso you can route follow-up, add central records, and notify your team without manual tracking.
How this automation routes new leads fast
When new prospect emails matching search arrive, delays can stall follow-up and waste sales time. This automation parses lead fields and routes regional messages and logs each new lead in your trackerβso your team can act quickly.
Gmailor swap with your favorite app
2.Extracts lead fields from email
Integrate Formatter by Zapier and text transforms to parse contact name, email, phone, request, and source.
Formatter by Zapieror swap with your favorite app
3.Routes by extracted region
Integrate Paths by Zapier and routing rules to send matching leads down the right regional path or default.
Paths by Zapieror swap with your favorite app
4.Sends to matched regional inbox
Integrate Gmail and inbox delivery to email the regional team with subject and parsed lead context.
5.Adds row to central lead sheet
Integrate Google Sheets and spreadsheet mapping to add a new tracker row with lead columns and a new status.
Google Sheetsor swap with your favorite app
6.Posts lead summary to channel
Integrate Slack and message templates to share a short summary with a link for quick team visibility.
Slackor swap with your favorite app
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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
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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