1.Detect new inbound emails
Integrate Microsoft Outlook and email inboxes to detect new inbound messages and map sender and metadata to the workflow.
Create CRM tasks from client emails for advisors
Automatically monitor new inbound messages across Microsoft Outlook inboxes and team alert channels. Create and update CRM activity records when external client emails arrive or contact lookups succeedβso you can log context, reduce manual intake, and keep advisors on task without paperwork.
How this automation creates CRM tasks from client emails
When client emails arrive in an inbox, delays can leave advisor work unlogged and clients waiting. This automation routes qualifying messages through contact lookup, creates CRM activity records, and posts team alertsβso your team can act with full context.
Microsoft Outlookor swap with your favorite app
2.Exclude replies and internal senders
Integrate Filter by Zapier to exclude replies and configured internal sender addresses and continue only for qualifying client emails.
Filter by Zapieror swap with your favorite app
3.Search CRM contact by email
Integrate Webhooks by Zapier and CRM lookups to send sender email to your CRM contact search endpoint and map the search parameter.
Webhooks by Zapieror swap with your favorite app
4.Create CRM activity record
Integrate Webhooks by Zapier and CRM activity records to create an activity in your CRM and link the contact when found.
5.Alert team channel in Teams
Integrate Microsoft Teams and team notifications to send a channel message with sender summary and the new activity link when available.
Microsoft Teamsor swap with your favorite app
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
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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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