1.Monitor new inquiry emails
Integrate Gmail and email inbox filters to detect website inquiry emails and to trigger lead capture.
Create CRM lead from inbound website lead emails
Automatically monitor website inquiry emails across Gmail and Pipedrive. Create and update CRM leads when emails arrive, phone details are found, or matches failβso you can log lead notes, create people, and route leads without manual follow-up.
How this automation creates CRM leads from emails
When website inquiry emails arrive but contacts stay unprocessed, leads slip and follow-up lags. This automation monitors inbox inquiries, extracts fields, searches CRM matches, and creates leads and peopleβso your team captures intent without manual entry.
Gmailor swap with your favorite app
2.Extract contact fields
Integrate Formatter by Zapier and email parsing to extract name hints, candidate emails, and candidate phone for lead creation.
Formatter by Zapieror swap with your favorite app
3.Search person by phone
Integrate Pipedrive and CRM search to look up a matching person by the extracted phone and route the flow.
Pipedriveor swap with your favorite app
4.Create lead for matched person
Integrate Pipedrive and lead records to create a lead linked to the found person and to log the email as a note.
5.Create person then lead
Integrate Pipedrive and CRM contact setup to create a new person and then create a linked lead with the email note.
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Step 1
Connect your tools
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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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