1.Monitors new email enquiries
Integrate Microsoft Outlook and email inbox tools to detect new enquiry emails to trigger lead capture.
Create website enquiry leads in your triage board
Automatically monitor new email enquiries across Microsoft Outlook and capture leads in your lead triage board. Create and update triage items when enquiry emails arrive, subjects match, or messages landβso you can preserve enquiry context, route faster, and assign next steps without manual triage.
How this automation builds your enquiry lead pipeline
When new email enquiries hit your inbox, delayed triage slows assignments and follow-up. This automation filters qualifying subjects, extracts sender and message content, and creates a triage board item with an enquiry updateβso your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying enquiry subjects
Integrate Filter by Zapier and inbox triage rules to continue only for matching enquiry subjects to reduce noise.
Filter by Zapieror swap with your favorite app
3.Extracts sender email address
Integrate Formatter by Zapier and data extraction tools to map the extracted email to item name to standardize lead identity.
Formatter by Zapieror swap with your favorite app
4.Converts HTML to Markdown
Integrate Formatter by Zapier and content formatting tools to convert the HTML message body to Markdown to preserve the full enquiry.
5.Creates triage board item
Integrate monday.com and lead triage boards to create the new item and set date fields and status to New.
monday.comor swap with your favorite app
6.Creates item update with enquiry
Integrate monday.com and item activity logging tools to create an update on the new item to store the enquiry body.
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