Streamline Your Workflow: Importing Leads from Emails to Zapier with Ease

Integrating leads into your CRM or sales process directly from your email can streamline your workflow significantly. With Zapier, an automation tool that connects your favorite apps and services, you can create a 'Zap' that automates the process of importing leads with just one name from emails. Here's how to set it up step by step.

Prerequisites:

• A Zapier account


• A lead destination service (CRM, spreadsheet, etc.)


• An email service that supports forwarding or IMAP/POP access

Step 1: Set Up Email Parsing

Firstly, you need to parse the incoming email. Zapier's Email Parser is a free service that can extract information from any consistent email layout.

1. Sign up for Email Parser by Zapier.


2. Create a mailbox and forward an email with the lead information to this new address.


3. Highlight the part of the email that signifies the lead's name.

Step 2: Create the Zap

Now, let's use Zapier to import the data.

1. Log in to your Zapier account and click on 'Make a Zap!'.


2. Choose 'Email Parser by Zapier' as the trigger and select the appropriate mailbox.


3. Test the trigger to make sure it's capturing data correctly.

Step 3: Set Up Action

After setting up the trigger:

1. Choose the app you want to send your data to (like Salesforce, Google Sheets, etc.).


2. Map the parsed lead name to the correct field in your CRM or spreadsheet.


3. Test the action to confirm that the data is being sent correctly.

Step 4: Turn On Your Zap

With the action tested, you can now turn on your Zap. Your leads will be automatically imported from your emails as they come in, with just one name.

Conclusion

With Zapier, manual entry becomes a thing of the past. Setting up a Zap to import leads from emails can save you time and prevent input errors, allowing you to focus on engaging and converting your new potential customers.