1.Monitors new email in inbox
Integrate Gmail and email inbox monitoring to catch new messages and capture lead signals
Add inbound emails to lead tracker and CRM
Automatically monitor new email in monitored inbox across Gmail, AI by Zapier, Sub-Zap by Zapier, ChatGPT (OpenAI), Zapier Tables, and Pipedrive. Create and update when qualifying leads arriveβso you can create tracking records, create CRM contacts and deals, and notify owners and reply fast without manual data entry.
How this automation routes inbound leads to the right owner
When new email arrives in the monitored inbox, delays can cause missed opportunities and stale follow-up. This automation parses lead details and creates tracking and CRM records and sends owner notifications and repliesβso your team can respond at the peak of intent.
Gmailor swap with your favorite app
2.Parses email content
Integrate AI by Zapier and email parsing tools to parse subject and body into lead fields
AI by Zapieror swap with your favorite app
3.Categorizes the lead
Integrate Sub-Zap by Zapier and routing rules to assign a category tag and qualify leads
Sub-Zap by Zapieror swap with your favorite app
4.Selects account manager
Integrate ChatGPT (OpenAI) and assignment logic to choose the account manager and draft replies
ChatGPT (OpenAI)or swap with your favorite app
5.Creates lead tracking row
Integrate Zapier Tables and reporting tables to create a new lead record and store status
Zapier Tablesor swap with your favorite app
6.Creates person and deal
Integrate Pipedrive and CRM records to create a person and link a new deal
Pipedriveor swap with your favorite app
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, 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!)
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David Laderberg, VP of Sales
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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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