1.Monitor new inquiry emails
Integrate Gmail and email inbox rules to capture incoming inquiry messages and pass message body and headers to the workflow.
Create qualified lead records from inbound partner emails
Automatically capture new inquiry emails across Gmail. Create and update when inquiry emails arrive, messages match search, or headers include contact detailsβso you can extract contacts, qualify leads, and create CRM records without manual sorting.
How this automation creates qualified lead records
When inbound partner emails come in, manual sorting can cause leads to be missed or miscategorized. This automation extracts contact fields, filters quality, routes by keywords, and updates Airtable and systeme.ioβso your team can follow up faster.
Gmailor swap with your favorite app
2.Extract and normalize contact data
Integrate Formatter by Zapier and contact parsing tools to pull phone and email, normalize phone to E.164, and split full name fields.
Formatter by Zapieror swap with your favorite app
3.Validate contact quality
Integrate Filter by Zapier and data validation checks to continue only when extracted contact meets quality checks.
Filter by Zapieror swap with your favorite app
4.Route by interest keyword
Integrate Paths by Zapier and keyword routing rules to route messages to different paths based on request keywords.
Paths by Zapieror swap with your favorite app
5.Find or create Airtable record
Integrate Airtable and CRM table mapping to find by email and create or update a lead row with stage and category.
Airtableor swap with your favorite app
6.Upsert systeme.io contact and tags
Integrate systeme.io and marketing tagging tools to create or update contact, add tags, and subscribe to the funnel list.
systeme.ioor swap with your favorite app
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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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