1.Monitor new email
Integrate Microsoft Outlook and email inboxes to watch for new messages to trigger lead intake for follow-up.
When new email arrives, follow-up gets delayed and lead data stays messy. This automation monitors inbox messages, filters qualifying inquiries and formats contact details, then posts a clean payload to your lead intake endpointβso your team can respond faster.
Integrate Microsoft Outlook and email inboxes to watch for new messages to trigger lead intake for follow-up.
Integrate Filter by Zapier and routing rules to continue only for qualifying records based on subject or body keywords.
Integrate Formatter by Zapier and data parsing to extract email addresses, split names, and format phone numbers.
Integrate Webhooks by Zapier and API connectors to POST a form-style lead payload with inquiry ID and source tag.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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