1.Detect new email matching search
Integrate Gmail and inbox filters to capture matched messages and map sender email to contact email.
Create and tag new contact from inbound email inquiries
Automatically monitor new email messages matching your configured public inboxes across Gmail and Keap. Create and update when inbound email arrives, sender address is captured, or the message body matches searchβso you can add contacts, apply mailing list tags, and save message notes without manual data entry.
How this automation creates structured CRM contacts
When new email matching search results land in configured public inboxes, contact data stays incomplete and outreach timing slips. This automation parses message content and formats lead fields and then creates or updates contacts with notes and mailing-list tagsβso your team can follow up faster.
Gmailor swap with your favorite app
2.Parse lead from email text
Integrate AI by Zapier and text extraction tools to extract sender name parts, company, and website.
AI by Zapieror swap with your favorite app
3.Split and format parsed name
Integrate Formatter by Zapier and data transformation tools to capitalize and split the full name into given and family name.
Formatter by Zapieror swap with your favorite app
4.Create or update contact and tag
Integrate Keap and CRM contact tools to create or update the contact, add the original message note, and apply the mailing-list tag.
Keapor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
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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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