Question

Importing leads from Outlook into Monday.com

  • 29 July 2021
  • 1 reply
  • 7 views

Hi all,

 

I’m looking to link our Outlook account to Monday.com. We have details of sales leads sent to our inbox, and we want to import the name, email, and phone number in these emails into a new item in Monday.com.

 

How do we create a Zap that will select those specific pieces of information in the emails, and filter out only the emails with the lead info, instead of all emails that enter our inbox?

 

Any help on this is greatly appreciated. Thanks!


1 reply

Userlevel 7
Badge +11

Hi @jamesaustin201 

Sounds like you need to do email parsing.

 

Check out these apps...

Mailparser: https://zapier.com/apps/mailparser/integrations

Parser by Zapier: https://zapier.com/apps/email-parser/integrations

Code: https://zapier.com/apps/code/help (can custom code an email parser depending on the email templates)

 

Monday available triggers/actions: https://zapier.com/apps/monday/integrations

 

DM me if you need help getting this configured.

Reply