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Streamline Your Workflow: Integrating Zapier Email Parser with Real Geeks CRM

Published on Feb 28th, 2024

Are you looking to optimize your workflow by integrating notes from your email directly into your Real Geeks CRM? Zapier’s Email Parser is a powerful tool you can leverage to automate the process and ensure that no critical information slips through the cracks. Here's a step-by-step guide to seamlessly get notes into your Real Geeks account via Zapier's Email Parser.

Step 1: Set up your Zapier Email Parser mailbox
First, you need to create a free Zapier Email Parser account if you don’t have one already. Once you've logged in, you can set up a new mailbox. This mailbox will provide you with a unique email address where you can forward your notes.

Step 2: Forward emails to your Parser mailbox
Zapier Email Parser can extract data from the emails you forward to this mailbox. Make sure your notes are in a consistent format; this makes it easier for the parser to recognize and extract the information you want to send to Real Geeks.

Step 3: Create your Zapier Parsing rules
Within the Zapier Email Parser, define the parsing rules to tell the parser which parts of the emails are important. For example, you may want to capture names, email addresses, or any notes.

Step 4: Connect Zapier Email Parser to Real Geeks
Once your parsing rules are set, go to Zapier and create a new 'Zap.' Choose the Email Parser by Zapier as your trigger app and select the 'New Email' trigger. Connect your Parser mailbox to Zapier.

Next, choose Real Geeks as your action app and select the appropriate action you desire, such as Create Lead or Update Contact. Connect your Real Geeks account to Zapier.

Step 5: Map your data
Map the fields from your Email Parser to the corresponding fields in Real Geeks. For instance, you can tell Zapier to take a name from the parser and add it to the name field in Real Geeks.

Step 6: Test and activate your Zap
Before going live, test your Zap to make sure that the information from your email parser is correctly mapped and pushed to Real Geeks. If everything looks good, activate your Zap.

By following these steps, you can automate the input of notes from emails directly into your Real Geeks CRM. This not only saves time but also ensures that your leads and contacts are always up-to-date with the latest information.

Remember, the key to a successful integration is consistency in your email formatting and having clear parsing rules that align with the data structure in Real Geeks. Automation with Zapier can significantly streamline your workflow, allowing you to spend more time on building relationships and closing deals.

Leverage the power of Zapier and Real Geeks to maintain an organized, efficient, and productive real estate business. With these simple steps, you'll be well on your way to a more connected and automated system, with all your important notes exactly where you need them.

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