Autotask + Email by Zapier
Create opportunities in Autotask from new inbound emails by zapier
Streamline your sales process with this efficient workflow. When you receive a new inbound email in your Email by Zapier app, an opportunity is immediately created in Autotask. This ensures that every potential lead from your emails is capitalized on, aiding in your business growth and success. It's a simple way to convert your communication into potential deals.
Streamline your sales process with this efficient workflow. When you receive a new inbound email in your Email by Zapier app, an opportunity is immediately created in Autotask. This ensures that every potential lead from your emails is capitalized on, aiding in your business growth and success. It's a simple way to convert your communication into potential deals.
- When this happens...New Inbound Email
Triggers when an email is forwarded to your own custom zapiermail.com address.
- automatically do this!Create Opportunity
Triggers when a new opportunity is found.
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New Inbound Email
Triggers when an email is forwarded to your own custom
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Free Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
Company
Assigned To Resource ID
Try ItNew Contact
Triggers when a new contact is found.
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