1.Detect new email in inbox
Integrate Microsoft Outlook and email inbox rules to detect new messages in your shared storefront inbox to start lead intake.
Create CRM lead and sales record from qualifying emails
Automatically capture qualifying inbound emails across Microsoft Outlook and SuperOffice CRM. Create and update when new email arrives, subject matches, or pattern matchesβso you can format lead fields, find contacts, and generate sales records without manual lead capture.
How this automation creates qualified sales follow-up
When qualifying emails arrive in your shared inbox, leads can stall and follow-up work stays unassigned. This automation formats inbound data, finds or creates contacts, and creates project membership and sales recordsβso you can qualify faster.
Microsoft Outlookor swap with your favorite app
2.Parse email into lead fields
Integrate Formatter by Zapier and text processing to convert HTML to plain text and extract postal and sender fields to structure lead data.
Formatter by Zapieror swap with your favorite app
3.Find contact by sender email
Integrate SuperOffice CRM and CRM lookup tools to search for a contact by sender email and branch on the match result to prevent duplicates.
SuperOffice CRMor swap with your favorite app
4.Update existing contact and create sales
Integrate SuperOffice CRM and project membership mapping to update the person and create project membership and a sales record to start follow-up.
5.Create contact and generate initial sales
Integrate SuperOffice CRM and CRM record creation to create a new person plus project membership and an initial sales record to launch 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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