1.Detect referral email label changes
Integrate Gmail and inbox search tools to watch for new labeled or matching referral emails to trigger lead parsing.
Create new lead and alert team by SMS
Automatically parse referral details across Gmail and AI by Zapier, then create CRM lead records in Builder Prime. Get instant SMS outreach when new labeled or matching referral emails arriveβso you can create leads, update lead fields, and alert your team without manual follow-up.
How this automation accelerates your lead follow-up
When a new labeled or matching referral email lands in your inbox, leads can wait for review and follow-up. This automation parses referral details, creates CRM lead records, and sends SMS alertsβso your team can respond fast.
Gmailor swap with your favorite app
2.Extract lead fields from email
Integrate AI by Zapier and data parsing tools to extract first name, last name, phone, email, and address to structure lead details.
AI by Zapieror swap with your favorite app
3.Create and map CRM lead record
Integrate Builder Prime and CRM workflows to create a client record and map parsed fields to contact and lead status.
Builder Primeor swap with your favorite app
4.Send lead summary via SMS
Integrate ClickSend SMS and messaging tools to send your team a short lead summary with mapped name, phone, and address to speed outreach.
ClickSend SMSor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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