1.Watch for new intake emails
Integrate Microsoft Outlook and email inbox tools to detect new intake emails by subject or folder and pass the raw HTML body through.
Create lead records from intake emails for dispatch teams
Automatically monitor new intake emails across Microsoft Outlook inboxes. Post validated lead details to your lead receiver by parsing contact info, normalizing appointment dates, and routing by appointment typeβso dispatch can book faster without manual triage.
How this automation routes intake leads for same-day dispatch
When intake emails arrive in a shared inbox, delays can stall booking and leave dispatch waiting on manual extraction. This automation monitors new Outlook emails, converts the body to text, parses lead fields, and posts a categorized lead payload to your receiverβso your team can dispatch faster.
Microsoft Outlookor swap with your favorite app
2.Convert HTML to plain text
Integrate Formatter by Zapier and text processing tools to convert email HTML into plain text to prepare a single cleaned field for parsing.
Formatter by Zapieror swap with your favorite app
3.Parse and normalize lead fields
Integrate Code by Zapier and data parsing tools to extract contact and appointment fields, clean name titles, and normalize the parsed date.
Code by Zapieror swap with your favorite app
4.Branch by appointment category
Integrate Paths by Zapier and routing rules to branch on appointment type so each category follows its matching lead receiver path.
Paths by Zapieror swap with your favorite app
5.Post lead payload to receiver
Integrate Webhooks by Zapier and delivery endpoints to post mapped lead and address fields, plus contact methods, with normalized ISO start time.
Webhooks by Zapieror swap with your favorite app
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