1.Find inbox form-sender messages
Integrate Microsoft Outlook and email inboxes to detect form-sender messages in your Inbox for qualified sales deals.
Create qualified sales deals from inbox form emails
Automatically monitor form-sender messages across Microsoft Outlook and HubSpot. Create and update when parsed email fields build deals, set pipeline and stage, and attach engagement notesβso you can create qualified deals, assign owners, and log next steps without manual data entry.
How this automation accelerates your qualified deals
When new email search finds inbox form-sender messages, sales leads can sit untouched and unqualified. This automation parses email details and creates deals and engagement notesβso your team can act on intent immediately.
Microsoft Outlookor swap with your favorite app
2.Parse email body into fields
Integrate Code by Zapier, parsing tools, and data extraction to parse the email body into structured contact fields.
Code by Zapieror swap with your favorite app
3.Create sales deal in HubSpot
Integrate HubSpot and CRM pipelines to create the deal with pipeline, stage, and deal description details.
HubSpotor swap with your favorite app
4.Create deal engagement note
Integrate HubSpot and engagement tracking to create a Note and associate it with the deal and contact.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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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