1.Monitor new email matching search
Integrate Gmail and email search filters to detect new buyer inquiries and route parsed lead details to downstream steps.
Create buyer lead and deal from inquiry email
Automatically monitor inbound buyer emails across Gmail and log every inquiry into your lead system. Create and update leads and deals when parsed references match or new inquiries arrive—so you can enroll prospects in nurture and notify the right owner without manual inbox triage.
How this automation creates lead and deal coverage
When buyer emails arrive without fast capture, leads stall and deals get delayed. This automation parses inquiry details, creates contacts and deals, logs the email, notifies owners, and adds leads to a nurture campaign—so your team can follow up at the right moment.
Gmailor swap with your favorite app
2.Parse subject and body
Integrate Formatter by Zapier and parsing tools to extract listing reference, sender email, and phone to drive matching and records.
Formatter by Zapieror swap with your favorite app
3.Search for deal by reference
Integrate Pipedrive and CRM matching logic to find the deal by reference, or create a person and deal when missing.
Pipedriveor swap with your favorite app
4.Create a database item
Integrate Notion and record storage to log the email body, store the reference, and capture searchable contact fields.
Notionor swap with your favorite app
5.Send direct message to owner
Integrate Slack and owner lookup logic to notify the assigned owner with the reference and a prompt to check the forwarded email.
Slackor swap with your favorite app
6.Add lead to campaign
Integrate lemlist and lead campaign fields to enroll the created person into the configured nurture sequence.
lemlistor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
Set up in minutes
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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