Real estate broker and receive leads from several sources. They are sent to me via email.
In the past, I would forward the email to my assistant who would then enter the lead into realgeeks(real estate lead platform) . I was looking to automate this.
I tried using “email by zapier” but when I forward the email, it’s a mess of HTML. I tried sending as plain text from gmail, that comes over better, but the main part of email that has name, phone #, address, notes, etc. all come through and are tagged as just one large field in zapier.
Am I just not doing this right?
Also, I figure there is a way to connect straight into gmail, the issue I have is, I don’t know if the lead is going to be assigned to me or to my wife until after I get it.
I’ve attached a copy of one example of a lead I receive.