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Question

Connecting contact info in inbound email to ACT!

  • January 3, 2021
  • 4 replies
  • 39 views

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

Wemakefuture
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  • Zapier Solution Partner
  • January 3, 2021

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


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 3, 2021

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • January 3, 2021

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

 


AndrewJDavison
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  • Zapier Solution Partner
  • March 2, 2021

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