1.Monitor new email in folder
Integrate Microsoft Outlook and email routing to capture install confirmation messages and attachments in your configured folder.
Add post-install contacts from email to outreach list
Automatically watch for new email in a configured folder across Microsoft Outlook and file conversion apps. Automatically convert install report attachments, create new leads, and POST them to your outreach endpointβso you can protect manual data entry, avoid missed follow-up, and keep lists updated without copy-pasting.
How this automation adds contacts to your outreach list
When install report emails arrive with contact details, delays can cause lost leads and stale outreach lists. This automation watches inbox messages and attachments, converts and maps contact rows, then creates records and posts new leadsβso your team can follow up faster.
Microsoft Outlookor swap with your favorite app
2.Convert XLSX to CSV
Integrate CloudConvert and file conversion tools to convert attached XLSX into CSV for contact extraction.
CloudConvertor swap with your favorite app
3.Import CSV line items
Integrate Formatter by Zapier and data mapping tools to import the CSV and map columns to name and phone fields.
Formatter by Zapieror swap with your favorite app
4.Find or create contact record
Integrate Zapier Tables and table search to find an existing contact by phone or create a new lead record.
Zapier Tablesor swap with your favorite app
5.POST new lead payload
Integrate Webhooks by Zapier and CRM webhook endpoints to send parsed name and phone as a form-style payload.
Webhooks by Zapieror swap with your favorite app
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