1.Detect new email received
Integrate Microsoft Outlook, inbox routing, and email parsing tools to trigger on new inbound messages and capture sender details.
Create CRM lead and deal from client email
Automatically monitor new email messages across Microsoft Outlook. Classify booking inquiries with AI, create CRM contact and deal records, and send a templated scheduling reply when a real inquiry arrivesβso you can route leads without manual CRM data entry.
How this automation accelerates your follow-up
When new email arrives to a shared inbox, manual data entry can delay lead capture and deal setup. This automation classifies real inquiries, parses sender details, looks up owners, creates CRM people and deals, and sends templated repliesβso your team can follow up immediately.
Microsoft Outlookor swap with your favorite app
2.Classify message as real inquiry
Integrate ChatGPT (OpenAI) and AI classification tools to identify Real Client Inquiry or Spam and gate the workflow.
ChatGPT (OpenAI)or swap with your favorite app
3.Parse sender name into fields
Integrate AI by Zapier and name parsing tools to split the display name into first and last name fields.
AI by Zapieror swap with your favorite app
4.Look up deal owner assignment
Integrate Google Sheets and lookup tables to return an owner ID and map it to the CRM owner field.
Google Sheetsor swap with your favorite app
5.Create person and open deal
Integrate Pipedrive and CRM records tools to create or find a person, create a deal, and add a note.
Pipedriveor swap with your favorite app
6.Send templated scheduling reply
Integrate Mailgun and email templates tools to send a reply with scheduling link variables to the contact email.
Mailgunor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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
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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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