Best answer

Tag the lead in Kartra when an email received in Gmail


I need to tag a lead in Kartra when I receive a specific email to my Gmail inbox.

Trigger:

  1. An email comes from a specific sender
  2. The email has a specific subject
  3. The email has certain words in the body

Action:

  1. Assign a tag to the lead in Kartra based on the lead’s email address in the body of the email received in the Gmail inbox.
  2. Record the first name, last name, phone number and country for the lead in Kartra by taking them from the body of the email in Gmail.

 

I can’t see how to parse email subject or lead’s email address from the Gmail email body.

 

I did play with labeling the email in Gmail and getting by that label. But sometimes multiple emails are sent for the same lead in that label at once if the lead also purchased the bump order and/or upsell. I only need to action on the first email. Not sure if the following emails get actually labeled.

 

Anyone can help? Thanks!

 

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Best answer by Troy Tessalone 30 May 2021, 18:12

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Userlevel 7
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Hi @edita 

If you need to do email parsing, then check out these apps:

Mailparser: https://zapier.com/apps/mailparser/integrations#triggers-and-actions

Parser by Zapier: https://parser.zapier.com/

 

Also, you may need to use a Filter step in your Zap: https://zapier.com/apps/filter/help

Thanks @Troy Tessalone 

I did a quick look at what you sent and it seems like what I need.

So I’ll get to work now.

 

Cheers!