1.Detect inquiry emails
Integrate Gmail and email tools to watch for new inquiry messages and trigger downstream contact and task work.
Create contact and follow-up task from inquiry email
Automatically monitor inquiry messages across Gmail, Files By Zapier, and Google Contacts. Create and update when inquiry arrives, property lookup misses, or contact email matchesβso you can capture contacts, schedule follow-up tasks, and send receipt replies without manual follow-up.
How this automation creates follow-up for new inquiries
When inquiry messages hit your inbox, delays can stall outreach and follow-up timing. This automation parses inquiry details and request context, creates or updates CRM records, and sets up follow-up tasksβso your team responds fast.
Gmailor swap with your favorite app
2.Convert attachment text
Integrate Files By Zapier, parsing tools, and document handling to convert attachment files into UTF-8 text.
Files By Zapieror swap with your favorite app
3.Extract inquiry fields
Integrate Formatter by Zapier and data extraction tools to pull contact and message fields from the parsed text.
Formatter by Zapieror swap with your favorite app
4.Lookup or create property
Integrate Zapier Tables, property records, and data storage tools to find the property reference and create a placeholder if needed.
Zapier Tablesor swap with your favorite app
5.Create or update contact
Integrate Google Contacts and CRM records to create or update contact details using email match rules.
Google Contactsor swap with your favorite app
6.Add inquiry row to worksheet
Integrate Google Sheets and spreadsheet tracking tools to add a new row with contact fields, property reference, date, and message.
Google Sheetsor swap with your favorite app
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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