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How do I transfer leads been sent to my outlook to my crm (Hubspot)

  • 24 February 2020
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Is there a way to transfer leads that are emailed to me, in the body of an email to hubspot CRM?


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Best answer by Bryan_from_workload 24 February 2020, 22:51

Hi @June

Yep there sure is!

Just create a Zap using Outlooks New Email and use a search query to find the emails you want to send. Hopefully there is a pattern to match such as similar subject lines, similar or same sender etc.

From there, send that email to the email parser app from Zapier. Then you can highlight the text you want to send to Hubspot.

Lastly, use the Hubspot Zapier to do whatever you need to do (create contact, lead, deal, etc.) with the parsed email body from the previous step (zapier email parser).

Hope that helps!

Cheers!

Bryan from workload.co


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Userlevel 3

Hi @June

Yep there sure is!

Just create a Zap using Outlooks New Email and use a search query to find the emails you want to send. Hopefully there is a pattern to match such as similar subject lines, similar or same sender etc.

From there, send that email to the email parser app from Zapier. Then you can highlight the text you want to send to Hubspot.

Lastly, use the Hubspot Zapier to do whatever you need to do (create contact, lead, deal, etc.) with the parsed email body from the previous step (zapier email parser).

Hope that helps!

Cheers!

Bryan from workload.co