1.Parses new offer email
Integrate Mailparser and email parsing tools to extract structured offer data and trigger CRM record creation.
Create CRM deal and contact from parsed offer email
Automatically parse offer emails across Mailparser. Create and update CRM records when parsed company matches, offer fields extract, or contact emails are foundβso you can create companies, deals, and associations without manual data entry.
How this automation creates deal-ready CRM records
When a new offer email is parsed, leads can stall due to slow, error-prone CRM data entry. This automation monitors parsed offer signals and creates or updates companies, deals, and associationsβso your team can segment leads faster and hand off clean records.
Mailparseror swap with your favorite app
2.Finds the matching company
Integrate HubSpot and CRM search tools to look up the company by configured identifier and route processing based on match.
HubSpotor swap with your favorite app
3.Updates or creates company
Integrate HubSpot and address and profile fields to update company details or create a new company on no match.
4.Creates a new deal
Integrate HubSpot and pipeline stages to create the deal from offer fields and attach it to the company record.
5.Finds or creates a contact
Integrate HubSpot and contact fields to match by email and create a contact when there is no match.
6.Creates contact and company associations
Integrate HubSpot and relationship mapping tools to associate the contact and company to the new deal for reporting.
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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!)
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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.
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