Question

Connecting contact info in inbound email to ACT!

  • 3 January 2021
  • 4 replies
  • 19 views

Userlevel 1

I receive regular emails containing contact information that needs to be added to ACT! as a new contact record.  It is my understanding the Zapier could assist in automating this process.   Is there someone that has done this successfully that can share how I should set this up?


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4 replies

Userlevel 6
Badge +6

Yes you can do this!

 

  1. Use Email Parser by Zapier and try to find Phonenumbers and Emails
  2. Validate Emails and Phone with Text Formater by Zapier
    • You can Split the Name of the sender to extract first and lastname with that App too.
  3. Add ACT as last step 

Feel free to chat with us :) #happyautomating

Userlevel 7
Badge +10

Email parsing apps

Parser by Zapier: https://parser.zapier.com/

Mailparser: https://zapier.com/apps/mailparser/integrations#triggers-and-actions

Parseur: https://zapier.com/apps/parseur/integrations#triggers-and-actions

Userlevel 7
Badge +10

Act! has these available triggers/actions/searches: https://zapier.com/apps/act-premium/integrations#triggers-and-actions

 

Formatter has these available actions: https://zapier.com/apps/formatter/integrations#triggers-and-actions

 

Userlevel 7
Badge +10

@dwduston 
Just checking in to see if you still need help with this?