1.Triggers on new folder email
Integrate Microsoft Outlook, email inboxes, and CRM intake tools to pull sender info, subject, timestamp, and body to create inquiry context.
Create new inquiry record and notify sales channel
Automatically monitor new messages in Microsoft Outlook folders across Microsoft Outlook, Formatter by Zapier, Kintone, and Microsoft Teams. Get instant alerts when intake records are created from email matches, message arrives, or inquiries hit your folderβso you can triage faster without manual triage.
How this automation accelerates inquiry triage
When a new email appears in your configured Outlook folder, inquiries can stall during manual review. This automation converts message content, creates an intake record in Kintone, and notifies your sales channelβso you can respond faster.
Microsoft Outlookor swap with your favorite app
2.Converts HTML to plain text
Integrate Formatter by Zapier and text processing tools to convert the HTML body into trimmed plain text for notes-ready intake.
Formatter by Zapieror swap with your favorite app
3.Creates intake inquiry record
Integrate Kintone and record mapping to create a new intake record, map fields, set stage, and prepare it for sales triage.
Kintoneor swap with your favorite app
4.Alerts sales channel with details
Integrate Microsoft Teams and messaging to send the team a channel message with record link, sender, subject, and trimmed details.
Microsoft Teamsor 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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