1.Catch new enquiry emails
Integrate Gmail and email parsing tools to catch matching enquiry messages and to trigger lead capture.
Create CRM lead and inquiry from email enquiries
Automatically monitor new email enquiries in Gmail and route them across HubSpot for lead management. Create and update contact and inquiry records when qualifying subject lines arriveβso you can capture leads, enrich details, and launch follow-up without manual reporting.
How this automation converts email leads into CRM context
When new enquiry emails match your configured sender and subject, follow-up gets delayed by manual copy and typing. This automation cleans message text and parses details to create or update contacts and inquiriesβso your team can respond with structured context.
Gmailor swap with your favorite app
2.Clean and chunk email text
Integrate Formatter by Zapier, text cleanup tools, and parsers to remove HTML and to clean message text for extraction.
Formatter by Zapieror swap with your favorite app
3.Parse normalized lead payload
Integrate Code by Zapier, data extraction tools, and mapping rules to parse key fields into a normalized payload.
Code by Zapieror swap with your favorite app
4.Find or create contact
Integrate HubSpot, CRM contact tools, and field mapping to match by email and to create missing contacts.
HubSpotor swap with your favorite app
5.Create inquiry and associate
Integrate HubSpot, CRM inquiry objects, and association actions to create inquiry records and link them to the contact.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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