1.Monitor new email in folder
Integrate Microsoft Outlook and email inbox tools to detect new enquiry emails to start lead capture.
Create qualified lead record from website enquiry emails
Automatically monitor new website enquiry emails in Microsoft Outlook across lead generation inbox folders. Create and update when qualifying messages arrive, specs extract cleanly, or quote matches failβso you can create lead records, match quote fields, and log enquiry history without manual lead entry.
How this automation structures new lead records
When new website enquiry emails land in your monitored Outlook folder, inbox work slows lead capture and increases missed follow up. This automation filters qualifying messages, extracts requirements, matches quote data, and creates structured lead recordsβso your team can act fast.
Microsoft Outlookor swap with your favorite app
2.Continues only qualifying messages
Integrate Filter by Zapier and form provider rules to continue only for qualifying lead emails to reduce noise.
Filter by Zapieror swap with your favorite app
3.Converts email body to markdown
Integrate Formatter by Zapier and email parsing tools to convert HTML to markdown and split content into lines to extract fields.
Formatter by Zapieror swap with your favorite app
4.Extracts and cleans size spec
Integrate Code by Zapier and data normalization tools to extract bespoke requirements and clean size spec strings to prepare lookup.
Code by Zapieror swap with your favorite app
5.Finds matching quote by spec
Integrate Google Sheets and quote lookup tables to search your quote worksheet by cleaned spec string to retrieve matched quote data.
Google Sheetsor swap with your favorite app
6.Creates lead record in Leads table
Integrate Zapier Tables and CRM tables to create a new lead record and store contact, spec, quote, and history fields to track every enquiry.
Zapier Tablesor 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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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