1.Watches new configurator emails
Integrate Microsoft Outlook and email inbox tools to watch the configured folder and to forward submission content for parsing.
Create qualified lead from configurator email for sales
Automatically monitor configurator submission emails across Microsoft Outlook and HubSpot. Create and update when a new email arrives, when the folder filter matches, or when parsed details completeβso you can create contacts, attach engagements, and notify sales without manual data entry.
How this automation accelerates qualified sales leads
When configurator submission emails sit in an inbox, delays can slow quoting and scheduling. This automation parses lead details, creates or finds CRM contacts, and sends sales outreach plus engagement notesβso your team can act fast.
Microsoft Outlookor swap with your favorite app
2.Parses lead fields from email
Integrate AI by Zapier and text parsing tools to map the email body and to parse first name, quoted price, and delivery date.
AI by Zapieror swap with your favorite app
3.Finds or creates CRM contact
Integrate HubSpot and contact data tools to match by email, create a contact when needed, and set marketing qualified lifecycle.
HubSpotor swap with your favorite app
4.Sends outreach to sales owner
Integrate Email by Zapier and sales communication tools to send the parsed quote details to the configured owner or team.
Email by Zapieror swap with your favorite app
5.Creates engagement note
Integrate HubSpot and CRM engagement tools to create a note and to attach the original submission for full context.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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