1.Watches incoming matched emails
Integrate Gmail and email matching rules to detect new messages and to map email body to lead inputs.
Create incoming project lead and send welcome email
Automatically watch new form emails matching your Gmail search across Gmail and Notion. Send welcome scheduling messages when a match arrives, extract submitter email and phone, and create a project lead recordβso you can act the same day without manual follow-up.
How this automation accelerates lead response
When new emails match your form subject or search string, leads wait while inboxes get checked. This automation extracts contact details and creates project lead records and sends scheduling emailsβso your team can confirm bookings faster.
Gmailor swap with your favorite app
2.Extracts submitter email and phone
Integrate Formatter by Zapier and text extraction to pull submitter email and phone from the email body to structure contact details.
Formatter by Zapieror swap with your favorite app
3.Creates project lead record
Integrate Notion and database fields to create a new project lead item and to assign owner and incoming stage.
Notionor swap with your favorite app
4.Sends welcome scheduling email
Integrate Gmail and email templates to send a prebuilt scheduling message to the created lead email to prompt next steps.
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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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