Want a simple email to lead Salesforce solution? Does your business receive hundreds of leads by email, then 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. Create a seamless transition from email to Salesforce lead with a FREE mailparser.io subscription!
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Creating an email to lead Salesforce workflow
This is actually a very common (and painful) situation which we see quite often here at Mailparser. 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, (or any other CRM), fast and without errors.
Here is a tutorial to better understand how Mailparser and Salesforce can work together to convert emails to leads, 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 that is able to import data from emails to Salesforce CRM?
How Do I Convert Email to Lead in Salesforce?
Luckily, Mailparser 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:
- Forward (or CC) your lead emails to your Mailparser account
- Mailparser processes your emails and extracts all relevant data fields
- 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 Emails
Mailparser offers powerful tools to parse any kind of information from emails 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 can extract email data that is stored inside the email text body or parse data from PDF, Word, CSV, or Excel attachments.
Have a look at this quick video to better understand how Mailparser works:
Want to check if Mailparser can handle your emails? Create a free 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 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 out our email to lead option on the AppExchange for Salesforce.
All you need to do is to create a new webhook integration and connect your Salesforce account to Mailparser.
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! Goodbye manual data entry, hello an automated email to lead Salesforce data entry option! As you can see, it is quite easy to transfer email leads to Salesforce with Mailparser. If you want to give it a try, create a free account now!
Also please don’t hesitate to leave a comment if there are any questions or contact us at support [at] Mailparser. We are already looking forward to hearing from you!
Thanks for sharing this valuable information
Can this update records or only create? I need to update records that match a unique key I’m passing in the email template.
Thanks for reaching out! While our app’s native Salesforce integration can only create new records in Salesforce, you could use an integration platform like Zapier to send our parsed data there to update a record in Salesforce:
If you have any questions please give us a shout at firstname.lastname@example.org! 🙂
I’d like to know please if mailparser can create in salesforce an account AND a case for that account according to the data contained in the pdf attached to the email sent to mailparser ?
Thanks for reaching out!
Our app does offer a native Salesforce integration you can use to create new objects, and we also offer support for basic PDF data extraction. It may make sense to have a look at our sister app Docparser which was built to work with complex PDFs and also can automatically create new objects in Salesforce. We don’t have a way to create accounts in Salesforce, I’m afraid.
If you have any questions please let me know – have a good weekend 🙂