Salesforce Email to Lead: Create New Records with Data Parsed From Emails
Does the following scenario sound familiar to you? Your business receives hundreds of leads by e-mail and you find yourself manually creating new records in Salesforce.
Ideally those leads would come in with a Salesforce Web to Lead form but this is not always the case. And as we all know, making changes to existing processes can quickly become expensive, especially when Salesforce is involved. Thus, we are also listed on the Salesforce AppExchange.
This is actually a very common (and painful) situation which we see quite often here at mailparser.io. We already helped a lot of businesses which receive leads through emails sent from a web contact form or through third party lead providers. Most of the time those leads are worth a lot of money and it’s very important that they are transferred to Salesforce fast and without errors.
Here is a tutorial to better understand how mailparser.io and Salesforce can work together, or continue reading below:
Typically, email leads are received one by one and the relevant data can be found in the text body (e.g. “First Name: Peter”, “Email: email@example.com’, …) like in the simple example shown above. In other cases, multiple leads are sent in as PDF or Excel file attachments. Once received, a staff member transfers those leads to Salesforce by doing the same tedious copy & paste routine day after day.
This calls for automation!
Wouldn’t it be nice to have an automated Salesforce email to lead process which does all the heavy lifting for you so that you can close more deals by talking to your leads? A software which is able to import data from emails to Salesforce CRM?
An Email Parser for Salesforce is What You Need
Luckily, mailparser.io can help you here and will give you a fully automated process without changing your IT setup. You’ll be up and running in less than an hour you’ll see a positive ROI quickly thanks to our affordable monthly subscriptions.
This is how an email parsing Salesforce process looks:
1/ Forward (or CC) your lead e-mails to your mailparser.io account
2/ mailparser.io processes your e-mails and extracts all relevant data fields
3/ New records are automatically created in Salesforce
Easy! All this is happening fully automated and within under a minute. Sounds interesting to you? Keep on reading to learn the details on how to set up how to convert incoming emails to leads in Salesforce.
First step: Parse Relevant Data Fields From Incoming E-mails
mailparser.io offers powerful tools to parse any kind of information from e-mails into easy to handle structured data. Getting started is straight forward and you’ll be able to parse your first email to Salesforce in less than an hour. As mentioned above, mailparser.io can extract email data which is stored inside the email text body or parse data from PDF, CSV or Excel attachments.
Have a look at this quick video to better understand how mailparser.io works:
Want to check if mailparser.io can handle your e-mails? Create a free trial account now and give it a try!
Salesforce: Email to Lead Fully Automated
Having all contact details in an easy to handle format is already great. But what you really want is to have a new Lead, Contact, Case or Custom Object record created in Salesforce.
mailparser.io is able to push extracted data to literally hundred of apps thanks to Zapier. However, Salesforce is supported natively and your Salesforce email integration can be activated within a minute. Check us out on the AppExchange too for Salesforce.
All you need to do is to create a new webhook integration and connect your Salesforce account to mailparser.io.
Once your account is connected, you can choose what kind of object you want to have created (Lead, Case, Contact, …) and map the data fields accordingly.
That’s it! Good bye manual data entry, hello automated Salesforce data entry! As you can see, it is quite easy to transfer email leads to Salesforce with mailparser.io. If you want to give it a try, create a free trial account now!
Also please don’t hesitate to leave a comment if there are any questions or contact us at support [at] mailparser.io. We are already looking forward to hearing from you!