1.Detect new emails in folder
Integrate Microsoft Outlook and email capture tools to detect new messages in your configured folder to pass sender details to the workflow.
Add qualifying inbox replies to your leads spreadsheet
Automatically capture qualifying inbox replies across Microsoft Outlook, ZoomInfo, and Microsoft Excel. Convert messages into plain-text summaries, enrich sender details, and append a tracked lead row when inbox replies arrive, domain matches criteria, or folder emails landβso you can reduce manual follow-up, keep pipeline ready, and maintain clean lists.
How this automation adds qualified leads to your spreadsheet
When new inbox emails land in a configured folder, unqualified replies and messy note formats can stall lead qualification. This automation captures inbox replies, filters for domain or keyword fit, converts HTML to plain text, enriches contacts, and appends new rowsβso your team can act faster.
Microsoft Outlookor swap with your favorite app
2.Filter for qualification criteria
Integrate Filter by Zapier and rule engines to continue only messages that match your domain or qualifying keyword criteria to reduce noise.
Filter by Zapieror swap with your favorite app
3.Convert HTML body to text
Integrate AI by Zapier and text processing tools to transform the HTML email body into a clean plain-text summary to store notes.
AI by Zapieror swap with your favorite app
4.Enrich sender contact details
Integrate ZoomInfo and data enrichment tools to enrich contact data from sender email and name to populate company and job fields.
ZoomInfoor swap with your favorite app
5.Append row to leads table
Integrate Microsoft Excel and spreadsheet workflows to add a new row with email, subject, notes, and enriched attributes to track qualified leads.
Microsoft Excelor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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