1.Detects form submission emails
Integrate Gmail, email inbox tools, and mapping logic to detect incoming inquiry emails and map reply-to, subject, and message body.
Create contact records from parsed website inquiry emails
Automatically detect incoming form submission emails across Gmail and map inquiry details into structured lead records. Create and update when duplicates are found or new messages arriveβso you can extract contacts, save AI summaries, and keep follow-up organized without manual data entry.
How this automation creates parsed lead records
When new form submission emails arrive in Gmail, leads stall because details must be copied and cleaned manually. This automation parses lead fields, generates an AI summary, and finds or creates and updates lead recordsβso your team can follow up faster.
Gmailor swap with your favorite app
2.Parses lead from freeform text
Integrate AI by Zapier and text extraction tools to extract sender name, message body, and the contact email where present.
AI by Zapieror swap with your favorite app
3.Summarizes parsed message
Integrate ChatGPT (OpenAI) and AI review tools to generate a short summary from the parsed message body for triage.
ChatGPT (OpenAI)or swap with your favorite app
4.Finds duplicate lead record
Integrate Zapier Tables and record lookup tools to search your leads table by exact message body and return matching record id.
Zapier Tablesor swap with your favorite app
5.Creates or updates lead record
Integrate Zapier Tables and data writing tools to create a new lead or update the existing record summary field.
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Step 1
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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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