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Streamlining Your Workflow: Forwarding Email with Zapier

Published on Feb 28th, 2024

In today’s fast-paced business environment, efficiency is crucial. Zapier, a leading automation tool, allows users to connect their favorite apps and services to create automated workflows, saving both time and effort. One common workflow need is the ability to forward emails automatically—be it for customer service, team notifications, or personal organization. In this article, we'll guide you through the simple steps to set up email forwarding using Zapier.

Firstly, ensure you have a Zapier account. If not, sign up at the Zapier website to get started. Once logged in, you'll be ready to create a 'Zap', which is an automated workflow between your apps.

Step 1: Create a New Zap
In your Zapier dashboard, click the 'Make a Zap!' button. This serves as the starting point for your new automation.

Step 2: Choose Your Trigger App
Select your email provider from the list of apps (for instance, Gmail, Outlook, etc.). This will be the source from where your emails will be forwarded.

Step 3: Set Up the Trigger
After selecting your email app, choose the trigger event. This could be 'New Email' or 'New Email Matching Search', depending on your preference. Follow the prompts to connect your email account and customize the trigger with filters if needed.

Step 4: Choose the Action App
Search for and select the email app again if you wish to forward the email to another address within the same provider. Alternatively, select any other app you want to forward the email to.

Step 5: Configure the Action
Set up the email forwarding action by entering the destination email address and mapping out the fields such as 'From', 'To', 'Subject', and 'Body'. You can also include attachments if your trigger email contains any.

Step 6: Test Your Zap
Before turning on the Zap, run a test to ensure that the emails are being forwarded as you expect. If everything looks good, activate your Zap and enjoy seamless email forwarding!

In conclusion, leveraging Zapier for email forwarding is immensely useful for businesses and individuals who want to maximize their productivity. With automated processes in place, you can ensure vital information is relayed instantly, allowing you to concentrate on more strategic tasks.

Remember to regularly check and update your Zaps to cater to any changes in your workflow or email use. Automate, streamline, and optimize your processes with ease using these steps to forward emails with Zapier.

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