1.Parses new enquiry email
Integrate Email Parser by Zapier to extract enquiry fields and normalize the intake payload to create CRM-ready data.
Create CRM deal from portal enquiry emails for agents
Automatically parse new portal enquiry emails across Email Parser by Zapier and Pipedrive. Create and update CRM records when enquiry email arrives, source marker matches, or project reference is detectedβso you can enrich contacts, create deals, and log follow-ups without manual CRM data entry.
How this automation creates CRM deals from portal enquiries
When new portal enquiry emails come in, untriaged leads slow down outreach and can leave deals uncreated. This automation parses emails and filters leads and then enriches project data, normalizes contact info, and creates CRM people, deals, and follow-up activitiesβso your team can respond fast.
Email Parser by Zapieror swap with your favorite app
2.Filters for qualifying portal leads
Integrate Zapier to continue only for qualifying portal leads to prevent incomplete records from entering the workflow.
Email by Zapieror swap with your favorite app
3.Looks up project metadata
Integrate Google Sheets to look up the parsed project reference and pull project metadata into the flow.
Google Sheetsor swap with your favorite app
4.Normalizes phone and trims fields
Integrate Formatter by Zapier to normalize phone numbers and trim parsed title and project fields to keep CRM data consistent.
Formatter by Zapieror swap with your favorite app
5.Finds or creates the person
Integrate Pipedrive to find or create a contact using email and normalized phone and then match the person to your CRM.
Pipedriveor swap with your favorite app
6.Creates deal and adds follow-up
Integrate Pipedrive to create or find a deal, pin a note, and create an initial follow-up activity assigned to the owner.
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Step 1
Connect your tools
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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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David Laderberg, VP of Sales
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