1.Detect new inbound form email
Integrate Microsoft Exchange and email intake systems to parse the inbound form submission email body and extract lead content.
Create vetted CRM lead records from inbound form emails
Automatically ingest inbound form submission emails across Microsoft Exchange and Outlook. Create and update lead records in HubSpot when inbound emails arrive, HTML lead fields appear, or email contact details are included β so you can capture intake notes, normalize contact data, and warn on duplicates without manual data entry.
How this automation qualifies your CRM leads
When inbound form leads arrive without consistent formatting, duplicates and misrouted ownership slow down outreach. This automation parses email answers and normalizes fields, then upserts HubSpot contacts and notifies ownersβso your team can act on clean leads fast.
Microsoft Exchangeor swap with your favorite app
2.Parse email HTML into fields
Integrate Code by Zapier and data parsing tools to parse email body HTML and extract question and answer pairs.
Code by Zapieror swap with your favorite app
3.Normalize names and contact details
Integrate Formatter by Zapier and data formatting tools to normalize name casing, trim email text, and format phone numbers.
Formatter by Zapieror swap with your favorite app
4.Find or upsert contact record
Integrate HubSpot and CRM contact management tools to find by email, create or update records, and append intake notes.
HubSpotor swap with your favorite app
5.Notify on duplicates or routing gaps
Integrate Microsoft Outlook and internal notification tools to send an alert when a duplicate is detected or routing is unknown.
Microsoft Outlookor 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
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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.
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