1.Monitors new email in Gmail
Integrate Gmail and inbox watchers to detect new email and route message ids and raw fields to downstream steps.
Assign incoming lead emails to the on-call rep
Automatically detect lead email arrivals across Gmail and routing steps in Zapier tools. Automatically route and label assigned reps when lead email arrives, sender matches pattern, or subject keywords hitβso you can assign reps, apply Lead labels, and stop non-leads without manual triage.
How this automation assigns leads to on-call reps
When new email arrives, inbox delays can send leads to the wrong person or outside the on-call window. This automation filters for qualifying prospects, parses an assigned representative, and adds mailbox labels so your team can respond faster.
Gmailor swap with your favorite app
2.Filters qualifying lead messages
Integrate Filter by Zapier and email matching logic to continue only when sender and subject keywords indicate a qualified lead.
Filter by Zapieror swap with your favorite app
3.Parses assigned representative
Integrate AI by Zapier and date context to parse message content, map location and day, and return assigned and backup reps.
AI by Zapieror swap with your favorite app
4.Adds mailbox labels to lead
Integrate Gmail and mailbox labeling to map message id to the assigned rep label and apply a shared Lead label.
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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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
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Jacob Sirrs, Marketing Operations Specialist
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