2/7/2024 0 Comments Airtable zapier gmail![]() Important: select every piece of text in the email that might change in your next email, even if you don’t need to save it in Airtable. Now we’re going to pluck out all of the pieces of information contained in the email by highlighting the example information and giving each field a name:Įxtracting pieces of information from an emailįinal template with fields extracted from the email Go back to Zapier Email Parser and with any luck, it will be displaying the email you just sent. If you wanted to capture more than just one line of notes, you could format your custom content like this: Notes: These are my notes Soon we will configure the parsing template to extract all of the relevant bits from our email.įorwarding an email from a prospective customer to Zapier For example, below I am adding a line of notes as the first line of the email. Find an example in your inbox and click forward, but don’t send it yet!įeel free to add any extra information in the email body, if you think it will be useful to save in your Airtable base. Now we need to send Email Parser an example of the email we’d like it to parse. Make a note of the unique email address that gets created for you.Ī new mailbox in Zapier Email Parser with a unique email addressĪny emails sent to this mailbox will automatically trigger an action: we’re going to use this one for emails from prospective customers, but you could create more mailboxes for other automation workflows. Head to and click the “Create Mailbox” button. Step 2: Set up your Zapier Email Parser Mailbox ![]() ![]() Step 5: Create a new Zap to create new records in Airtableįor some reason Zapier Email Parser is somewhat isolated from the main Zapier website, but you can still log in with a Zapier account, so go and create one first at.Step 3: Send an example email to Zapier.Step 2: Set up your Zapier Email Parser Mailbox.If you receive emails from prospective customers, this is a very handy way to capture them in your database. Instead of manually creating new contacts in your Airtable CRM, this post will show you how to automatically create contacts by forwarding emails to a special Zapier Email Parser email address:įorwarding an email to Airtable via Zapier ![]() ![]() Saving the step of manually checking emails against records will be very, very helpful.How to forward emails via Zapier to create new contacts in Airtable The bad news is that, as a small workplace, no one has ever felt the impetus to streamline operations, and the amount of double (and triple, and quadruple…) entry is buckwild. The good news is my workplace is a small one, so not finding a solution won’t be the end of the world. The problem is that, as a novice, I can’t seem to identify the function(s) or operator(s) that might get me the result I’m going for. So what I’m going for is, if I receive an email with subject “Hello from Jane Doe!”, when Zapier runs that against existing Contact Names, they ID that yes, in fact, I do already have a record for Jane Doe, or no, I don’t have a record for Jane Doe, and one is automatically created.Ĭurrently, the Search By Field and Search Value fields result in the creation of a “Hello from Jane Doe!” record, which I expected. (This is as a part of the “Find or Create Record” zap.) I’m currently trying to determine how to write a search formula that will identify if the subject of an email contains a Contact Name. I am new to Airtable and am working through connecting the base I designed to my Gmail account. ![]()
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