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How can I create a lead by extracting information from an email? (The email doesn't come directly from customers.)

  • March 18, 2025
  • 10 replies
  • 43 views

Good morning,

I need help!
My leads arrive in my email, but not directly from clients. I'd like to extract the contact information from the email and create a person or a lead.

I've tried everything: connecting my Outlook, then Analyze and Return Data, and connecting to Pipedrive, but I can't.

Best answer by Troy Tessalone

@SergioGaytan 

Help link shows this screenshots that indicates how to map a variable from a previous Zap step by using the [+] button in a field.

 

 

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10 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 18, 2025

Hi ​@SergioGaytan 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.


  • Author
  • New
  • March 18, 2025

 


  • Author
  • New
  • March 18, 2025

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 18, 2025

@SergioGaytan 

In the Zap Step 2, you need to remap the invalid variable from Zap step 1.

 


  • Author
  • New
  • March 18, 2025
Do I place the body tag this way? I still get the same error.

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 18, 2025

@SergioGaytan 

Help link for how to map variables between Zap steps: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields


  • Author
  • New
  • March 18, 2025

I don't understand. I've already seen the videos. I'm not a pro at this.

HELP!


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • March 18, 2025

@SergioGaytan 

Help link shows this screenshots that indicates how to map a variable from a previous Zap step by using the [+] button in a field.

 

 


  • Author
  • New
  • March 18, 2025

Thank you very much, Sir! I finally managed to do it. I appreciate it.


ken.a
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  • Zapier Staff
  • March 19, 2025

That’s awesome ​@SergioGaytan! A huge thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗