1.Monitor new email with attachment
Integrate Gmail and email keyword detection to capture sender details and attachment references to build lead context.
Add quotation emails as leads to your funnel
Automatically monitor new email with attachment messages across Gmail and Zapier Tables. Create and update lead records and apply processed labels when quotation emails arriveβso you can capture leads, track sources, and stop duplicates without manual lead entry.
How this automation captures new leads faster
When new quotation emails with attachments arrive, leads can stall before marketing ops can start nurture. This automation monitors inbound email triggers and creates lead records, then applies processed labelsβso your team can qualify leads immediately without duplicate captures.
Gmailor swap with your favorite app
2.Create lead record
Integrate Zapier Tables and data mapping tools to create structured lead records with contact fields and lead notes.
Zapier Tablesor swap with your favorite app
3.Apply processed label to message
Integrate Gmail and email organization to apply a processed label so duplicate captures do not happen.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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