New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
Workflow
Inquiries arrive in a shared inbox. Someone has to read each one, copy the contact details into the CRM and tell a salesperson — when they get to it.
Each new inquiry email is read automatically. Contact details, company, what they are asking for and urgency are extracted, a lead is created or updated in your CRM, and the assigned salesperson is notified.
Faster responses to new business, no copy-and-paste, and no inquiry left sitting in an inbox.
The automation watches a mailbox or folder you choose.
An AI step extracts structured fields (name, company, phone, request, urgency) from free-form email text.
Duplicates are checked against existing contacts before a lead is created or updated.
Routing rules pick the owner by region, product or round-robin, and notify them.
Human in the loop. Low-confidence extractions can be queued for a quick review before they reach the CRM.
Often paired with
Email & Communication
Sort sales, support, billing and urgent messages automatically and send each to the right place.
Documents & Data Entry
Supplier invoices are read, validated and entered as draft bills — ready for approval.
Documents & Data Entry
Purchase orders, contracts, applications and forms become structured rows — no retyping.
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.