Integrating Your Emails with Automation: Forwarding to Zapier

Published on Feb 28th, 2024

Email has long been an essential communication tool for businesses, and with the rise of automation, it has become even more powerful. Zapier, an automation platform, allows you to connect your email with hundreds of other services, streamlining workflows and increasing productivity. Forwarding an email to Zapier triggers actions in other apps, such as creating tasks, logging support tickets, or updating CRM entries. Here's how to set up email forwarding to Zapier to boost your automation strategy.

Step-by-Step Guide to Forwarding Emails to Zapier

Create a Zapier Account: Start by signing up for a Zapier account if you don't have one already.

Set Up Your Zap: Once logged in, click on 'Make a Zap!' button. Choose the 'Email by Zapier' service as the trigger and select 'New Inbound Email' as the trigger event.

Customize the Trigger: Follow the prompts to customize your email trigger. You'll be given a unique Zapier email address to which you can forward your emails.

Set Up Email Forwarding: Go to your email provider's settings and locate the 'Forwarding' section. Enter the Zapier email address you were provided. You may be required to confirm the forwarding email address through a verification process.

Test Your Zap: Forward a test email to your Zapier email address to ensure that it triggers the Zap correctly. Adjust settings if necessary.

Activate Your Zap: Once satisfied with the setup, turn your Zap on. All new emails forwarded to this address will now automatically trigger your specified actions in connected apps.

By implementing this simple process, you're opening the door to endless possibilities of email automation to enhance your workflow efficiency.

Note: Depending on your email provider, the process of setting up forwarding may require additional steps or verification. Always ensure that any forwarding complies with your email provider's terms of service and your organization's security policies.