1.Parses new campaign email fields
Integrate SalesHive and email capture tools to parse sender, subject, body, and sent date for task-ready lead context.
Create or update leads from campaign email notifications
Automatically parse new campaign emails across SalesHive and Formatter by Zapier. Create and update matched CRM leads or contacts and log a completed email task—when campaign email arrives, sender address matches, or message date changes—so you can avoid manual CRM entry, follow-up setup, and task tracking.
How this automation protects your lead capture workflow
When a new campaign email arrives, delayed CRM entry can mean missed follow-up. This automation parses the message, formats readable notes, checks contact and lead matches, and creates or updates CRM records and tasks—so your team can act fast.
SalesHiveor swap with your favorite app
2.Converts HTML body to formatted text
Integrate Formatter by Zapier and text formatting tools to convert the HTML body into plain text for readable task notes.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Salesforce and CRM matching to search for an existing contact record using the source email.
Salesforceor swap with your favorite app
4.Finds lead by email
Integrate Salesforce and CRM matching to search for an existing lead record when no contact is found.
5.Creates or updates lead and logs activity
Integrate Salesforce and CRM records to create or update contact or lead data and log the email task with activity date.
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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.
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