1.Monitor new email and parse fields
Integrate Email Parser by Zapier and email parsing tools to extract lead details to centralize parsed lead data.
Create CRM lead and send agent SMS notification
Automatically parse new inquiry emails across Email Parser by Zapier and CRM tools. Get instant SMS alerts when inquiry emails arrive, parsed contacts appear, or messages match parser rulesβso you can create leads, tag subscribers, and notify agents without manual data entry.
How this automation accelerates your lead follow-up
When new inquiry emails arrive, missed assignments and slow outreach can cost conversions. This automation parses inbox messages, rotates an agent, creates CRM leads, updates subscriber tags, and sends SMS notificationsβso your team can follow up immediately.
Email Parser by Zapieror swap with your favorite app
2.Increments round robin counter
Integrate Storage by Zapier and workflow state tools to advance assignment counters to rotate agents automatically.
Storage by Zapieror swap with your favorite app
3.Computes slot and resolves agent
Integrate Formatter by Zapier and lookup tables to calculate agent slots and pick the fallback agent to assign ownership.
Formatter by Zapieror swap with your favorite app
4.Creates a CRM lead
Integrate Microsoft Dynamics 365 CRM and CRM mapping tools to create lead records and assign owners to log inquiry sources.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Adds or updates subscriber tags
Integrate Mailchimp and audience segmentation tools to add or update subscribers with project and agent tags to keep lists current.
Mailchimpor swap with your favorite app
6.Sends agent SMS notification
Integrate Kudosity and SMS delivery tools to send templated messages when a mobile number exists to notify agents fast.
Kudosityor 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.
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