1.Monitors new inbound emails
Integrate Gmail and email inbox tools to watch new inbound messages and pass payload to the workflow.
Create CRM contacts from inbound B2B sales emails
Automatically monitor incoming B2B emails across Gmail, Formatter by Zapier, and Close. Create and update CRM records when inbox label matches, sender emails resolve, or messages get labeledβso you can extract emails, create contact notes, and avoid manual triage.
How this automation accelerates your contact capture
When new email arrives in the configured inbox label, unstructured messages can stall outreach and cause missed follow-up. This automation extracts sender email, finds or creates Close leads and contacts with notes, and labels processed messagesβso your team can act on-ready context.
Gmailor swap with your favorite app
2.Extracts sender email address
Integrate Formatter by Zapier and email parsing tools to extract the sender email from message headers for lookups.
Formatter by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Close and CRM lookup tools to search for a lead using the extracted sender email and map lead id forward.
Closeor swap with your favorite app
4.Creates contact and note
Integrate Close and CRM note tools to create a contact and add a note summary when no lead or contact exists.
5.Adds processed message label
Integrate Gmail and email management tools to add a processed label to the original message and prevent duplicate processing.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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