1.Monitors new inquiry emails
Integrate Gmail, inbox filtering tools, and email parsing to watch for new email messages that match your configured search.
Add inquiry emails to CRM and send brochure
Automatically monitor new inquiry emails across Gmail for sales leads. Create and update when inquiry emails arrive, subject matches your pattern, or configured senders send messagesβso you can extract contact details, add CRM rows, and send brochure replies without manual data entry.
How this automation captures new inquiries in your CRM
When new email matching search arrives, delayed lead capture can slow outreach and waste pipeline momentum. This automation watches Gmail, filters and extracts fields, creates a Google Sheets CRM row, and sends a brochure replyβso your team records and contacts inquiries fast.
Gmailor swap with your favorite app
2.Filters qualifying inquiry messages
Integrate Filter by Zapier and message routing rules to continue only for messages with the configured sender and subject patterns.
Filter by Zapieror swap with your favorite app
3.Extracts contact fields from email
Integrate Formatter by Zapier, text extraction tools, and mapping logic to pull name, phone, email, and message snippet fields.
Formatter by Zapieror swap with your favorite app
4.Creates a new CRM row
Integrate Google Sheets, spreadsheet mapping, and CRM row templates to create a new row with contact fields and received date.
Google Sheetsor swap with your favorite app
5.Sends brochure reply email
Integrate Gmail, brochure templates, and file attachment options to send the reply to the extracted email address.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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