1.Captures new inbound email
Integrate Email by Zapier and email ingestion tools to capture the incoming message and map the email body to AI input.
Create qualified deal from incoming contractor job emails
Automatically capture new inbound contractor job emails across Email by Zapier, AI by Zapier, HubSpot, and OneDrive. Create and update when inbound job emails arrive, job title matches, or company name is detectedβso you can create deals, extract job briefs, and archive parsed JSON without manual data entry.
How this automation creates qualified deals in HubSpot
When new inbound contractor job emails arrive, leads stall and CRM fields go missing. This automation parses job postings and creates or finds HubSpot deals and saves the parsed JSON to OneDriveβso your team can qualify projects faster.
Email by Zapieror swap with your favorite app
2.Parses job posting into JSON
Integrate AI by Zapier and structured extraction tools to parse the job posting into standardized JSON fields.
AI by Zapieror swap with your favorite app
3.Finds a matching deal
Integrate HubSpot and CRM search tools to find deals by deal name using the extracted Job Title.
HubSpotor swap with your favorite app
4.Creates a new deal
Integrate HubSpot and CRM record tools to create a new deal when no match is found and map parsed fields.
5.Creates or updates the file
Integrate OneDrive and cloud storage tools to save the AI-parsed JSON as a timestamped file.
OneDriveor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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
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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.
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