1.Monitors new email matching search
Integrate Gmail and email parsing to catch matching trial-request messages and pass metadata into the flow.
Create trial-request lead rows from inbound email messages
Automatically catch new email matching search messages across Gmail, Zapier filters, and Google Sheets. Create and update lead rows when trial-request emails arrive, subject matches your trial terms, or inbound requests contain trial wordingβso you can triage leads, dedupe contacts, and populate notes without manual entry.
How this automation captures trial leads
When trial-request emails arrive in your inbox, leads can stall while someone manually evaluates messages and enters them into a sheet. This automation catches matching emails, filters for true trial requests, formats key fields, and creates Google Sheets lead rowsβso your team can triage immediately.
Gmailor swap with your favorite app
2.Filters to qualifying trial requests
Integrate Filter by Zapier and message rules to evaluate subject and body, only to continue for trial-request records.
Filter by Zapieror swap with your favorite app
3.Extracts lead details from email
Integrate Formatter by Zapier and data mapping to parse body details and map subject, sender, and identifiers.
Formatter by Zapieror swap with your favorite app
4.Creates lead row in worksheet
Integrate Google Sheets and spreadsheets to create a new row, filling title, contact, notes, and internal id.
Google Sheetsor swap with your favorite app
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Step 1
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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
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