1.Detects new attachment emails
Integrate Gmail and email parsing tools to detect labeled lead attachments and trigger ingestion into your lead flow.
Create new lead and deal from labeled email attachments
Automatically monitor new attachment emails across Gmail and intake workflows. Create and update contacts and deals when labeled CSV lead rows arrive, when contact fields normalize, or when intake data mapsβso you can avoid manual data entry.
How this automation creates new leads at speed
When new labeled attachment emails arrive, lead data can pile up and downstream follow-up gets delayed. This automation imports CSV rows, normalizes fields, creates contacts and deals in monday.com, and posts intake for trackingβso your team can act fast.
Gmailor swap with your favorite app
2.Imports CSV attachment rows
Integrate Files By Zapier and CSV parsing tools to convert CSV rows into line items and map lead fields.
Files By Zapieror swap with your favorite app
3.Normalizes extracted fields
Integrate Formatter by Zapier and data cleaning tools to normalize phone numbers and dates and trim text.
Formatter by Zapieror swap with your favorite app
4.Creates contact board item
Integrate monday.com and contact boards to create a Contacts board item and map normalized fields.
monday.comor swap with your favorite app
5.Creates deal board item
Integrate monday.com and deal tracking boards to create a Deals board item and relate the primary contact.
6.Posts intake form payload
Integrate Webhooks by Zapier and intake endpoints to post mapped company, contact, date, and notes fields for ingestion.
Webhooks by Zapieror swap with your favorite app
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