1.Detect new matching form emails
Integrate Gmail and email parsing tools to detect new matching form emails to trigger field extraction.
Create lead and notify team from website emails
Automatically monitor new emails matching your configured search across Gmail and your lead stack. Create and update contacts and boards when website form emails arrive or match search terms—or when you need fast outreach—so you can normalize data, send SMS, and notify owners without manual follow-up.
How this automation speeds up inbound lead response
When a new website form email arrives, delays can cause leads to go cold. This automation extracts lead details, upserts contacts, notifies your team, and creates a monday.com board item—so your team can respond immediately.
Gmailor swap with your favorite app
2.Extract and normalize email fields
Integrate Formatter by Zapier and data normalization tools to extract and normalize contact and service fields to structure lead data.
Formatter by Zapieror swap with your favorite app
3.Create or update lead contact
Integrate Quo and CRM record tools to create or update a contact to store lead details and labels.
Quoor swap with your favorite app
4.Send SMS to the lead
Integrate Quo and templated messaging tools to send an SMS to the lead to start outreach automatically.
5.Notify inbound lead channel
Integrate Slack and team notification tools to post a formatted message to inbound leads so owners see details instantly.
Slackor swap with your favorite app
6.Create lead follow-up board item
Integrate monday.com and project tracking tools to create a board item to assign status and attach the submission summary.
monday.comor swap with your favorite app
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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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