Turn inbound emails into actionable sales leads with AI

Automatically extract customer details from inbound emails and add them to a leads database.

If you’re smart, you’ll already have an inquiry form on your website for potential new customers to fill out. The biggest advantage with forms is being able to collect just the information you need, in the format you want, making it easier to process.

But what about customers who bypass the form and email you instead? Previously you’d need to spend time reading the email, parsing the data out and organising a follow-up. A real hassle.

Now, thanks to AI and tools like Zapier, you can build a process that does this instantly and automatically, with no coding skills required!

In our scenario, we’re going to imagine you’re running a print design company that receives an inquiry to produce materials for an upcoming concert. You want the potential order details added to Airtable so one of your salespeople can follow up.

In this tutorial, you will learn how to:

  • Create a zap to capture incoming emails
  • Build an Airtable database to store lead data
  • Process inquiry emails using OpenAI’s API
  • Automate adding inquiry email data to Airtable
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