1.Monitors new email inquiries
Integrate Microsoft Outlook and email parsing tools to watch for new email inquiries and route qualifying messages.
Create CRM deal and confirm request to sender
Automatically capture new email inquiries across Microsoft Outlook and Freshsales Suite. Create and confirm CRM deals when external messages arriveβso you can create deals, reference contacts, and acknowledge senders without manual data entry.
How this automation accelerates deal capture
When new email inquiries arrive, delays can cause missed leads and messy CRM records. This automation filters messages, creates CRM deals and sends acknowledgmentsβso your team can respond without manual data entry.
Microsoft Outlookor swap with your favorite app
2.Filters internal senders
Integrate Filter by Zapier and workflow conditions to ignore internal senders and reply-only messages before processing.
Filter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Freshsales Suite and CRM enrichment tools to find contact IDs by sender email for deal association.
Freshsales Suiteor swap with your favorite app
4.Formats timestamp reference
Integrate Formatter by Zapier and reporting utilities to transform received dates into formatted reference numbers.
Formatter by Zapieror swap with your favorite app
5.Creates CRM deal
Integrate Freshsales Suite and pipeline tools to create a deal with deal name, description, reference, contact links, and stage.
6.Sends acknowledgment email
Integrate Microsoft Outlook and notification tools to send an acknowledgment with the deal reference to the original sender.
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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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