1.Monitor new email in inbox
Integrate Microsoft Exchange and email handling tools to detect lead emails and start the automation flow.
Create contact and project from incoming lead emails
Automatically monitor incoming lead emails across Microsoft Exchange, Zapier, and Webhooks. Create contact and project records when lead emails arrive, non automated senders submit details, or message fields include contact infoβso you can create contact records, launch linked projects, and set initial status without manual inbox triage.
How this automation creates contacts and projects from leads
When new email arrives, unqualified messages can slow down lead follow-up and create messy records. This automation filters qualifying emails and creates contact and project recordsβso your team can act fast on new opportunities.
Microsoft Exchangeor swap with your favorite app
2.Continue only for qualifying leads
Integrate Filter by Zapier and workflow filtering tools to keep only qualifying emails and exclude system senders.
Filter by Zapieror swap with your favorite app
3.Extract contact and address details
Integrate Formatter by Zapier and email parsing tools to extract first name, last name, and phone details from the message.
Formatter by Zapieror swap with your favorite app
4.Create a contact in your CRM
Integrate Webhooks by Zapier and CRM field mapping tools to POST contact data and create a contact record.
Webhooks by Zapieror swap with your favorite app
5.Create a linked project or matter
Integrate Webhooks by Zapier and project API tools to POST project fields and create a linked project or matter.
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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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