Outlook Email trigger - extract data to Find, Update or Create in CapsuleCRM

Question

Anyone have advice? I only found 2 discussions on Capsule CRM

I don’t see any examples of Zaps from emails in MS Outlook to search CRM based on conditional logic

Capsule CRM has very little documentation on Zapier.com - only provides a list of Search Options, Actions, Triggers. But no idea how create the Zaps???

I am stuck in a few places

In the EMAIL - i got to separate the forwarded part and get Output 2

Output 2 - I have used both String.split to only get EMAIL

Output 2 - used Extract Phone number but cannot Extract Company Name, or other

i am stuck creating a Zap to search Capsule CRM based on Output 2

someone recommended researching if CRM research “who created” and “when created (before today)”

i am stuck creating a Zap from emails with data in “contact us ”

Since there are 4 Sales Reps, I am NOT allowed to work on any accounts with another Sales rep assigned.

For my list - there are 4 scenarios , i need to update or create new customer PLUS create a new opportunity.

4 scenarios

Scenario A. Existing Customer

Scenario B. Prior Customer

Scenario C. Prior Lead

Scenario D. New Lead

Objective 2

robschmidt · Answer

Hi @exceedquoteguyIn the trigger step, you can use Parser by Zapier and it will help you parse data (company name, email, phone, and more)out of an email, read it’s doc here:https://zapier.com/blog/email-parser-guide/Then you can map the data to search in CapsuleCRM.

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