1.Detects new portal inquiry email
Integrate Gmail, email parsing tools, and inbox automation to detect matching portal inquiry emails and start lead capture.
Create lead record from portal inquiry email for follow-up
Automatically monitor portal inquiry email matches across Gmail and data tools. Create and update lead records when inquiry email arrives, new saved-search matches appear, or contact identifiers extractβso you can follow up, enrich prospects, and update tracking without manual paperwork.
How this automation creates lead records from portal inquiries
When new email matching search arrives in Gmail, delays can slow response time and reduce conversion. This automation extracts attachment text, parses inquiry fields, looks up the related property, creates a contact, and logs the prospect in Sheetsβso your team can follow up faster.
Gmailor swap with your favorite app
2.Gets attachment text from email
Integrate Files By Zapier, OCR and text extraction tools to get attachment text and map it to raw text output.
Files By Zapieror swap with your favorite app
3.Parses raw text into fields
Integrate Formatter by Zapier, regex parsing tools, and data structuring to extract first name, email, and property identifiers.
Formatter by Zapieror swap with your favorite app
4.Looks up property record by id
Integrate Zapier Tables, lookup and reference data tools to find the property by id and return the property title.
Zapier Tablesor swap with your favorite app
5.Creates contact with parsed details
Integrate Google Contacts and contact enrichment tools to create the contact and save inquiry text in notes.
Google Contactsor swap with your favorite app
6.Adds prospect row to tracker
Integrate Google Sheets, table automation tools, and reporting tables to find or create a worksheet and add the prospect row.
Google Sheetsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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