1.Detects matching referral emails
Integrate Microsoft Outlook, inbox matching tools, and email triggers to monitor new referral subject emails and trigger parsing to intake.
Create parsed lead and table record from referral email
Automatically monitor referral emails in Microsoft Outlook across Code by Zapier, Webhooks by Zapier, and Zapier Tables. Create and update intake opportunities when referral subject matches, parseable HTML is present, or a contact dedupe check misses β so you can parse details, create table records, and trigger follow-up without manual inbox review.
How this automation captures referral leads
When a new email matches the configured referral subject, delays can stall follow-up and lose lead context. This automation parses referral details and posts intake data and creates structured table recordsβso your team can respond without manual inbox review.
Microsoft Outlookor swap with your favorite app
2.Parses referral HTML fields
Integrate Code by Zapier and html parsing to extract name, phone, email, location, and referral notes to structure lead data.
Code by Zapieror swap with your favorite app
3.Posts intake payload to endpoint
Integrate Webhooks by Zapier and api endpoints to post parsed values and dedupe token to your intake endpoint to start follow-up.
Webhooks by Zapieror swap with your favorite app
4.Creates and tags record in table
Integrate Zapier Tables and table data management to create a record with parsed columns and tag it as processed to update your table.
Zapier Tablesor swap with your favorite app
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