1.Detect new inbound email
Integrate Email by Zapier and inbox parsing to detect new inbound email and start lead capture.
Create CRM contact and deal from inbound email
Automatically monitor new inbound emails across Email by Zapier, Formatter by Zapier, AI by Zapier, Pipedrive, and Slack. Create and update sales leads when inbound email arrives, conversion completes, or parsing fields populateβso you can create people, build deals, and alert the team without manual CRM data entry.
How this automation builds sales leads faster
When a new inbound email arrives, delays can stall follow-up and create messy CRM records. This automation converts email content into structured fields, creates people and deals in Pipedrive, and notifies Slackβso your team can act with context.
Email by Zapieror swap with your favorite app
2.Converts HTML to plain text
Integrate Formatter by Zapier and email parsing to convert incoming HTML to plain text for reliable data extraction.
Formatter by Zapieror swap with your favorite app
3.Parses lead into structured fields
Integrate AI by Zapier and data extraction tools to parse cleaned text into names, phones, address, and inquiry notes.
AI by Zapieror swap with your favorite app
4.Creates person in CRM
Integrate Pipedrive and contact management to create a person and map email, phones, and address to CRM fields.
Pipedriveor swap with your favorite app
5.Creates deal and qualification
Integrate Pipedrive and opportunity tracking to create a deal, set pipeline stage, and save deal notes from the inquiry.
6.Alerts sales channel with deal link
Integrate Slack and team messaging to send an alert with the created deal ID so reps can follow up fast.
Slackor 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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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