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Studio WebStudio Web TemplateExtract new lead information from a Gmail email and add it in Salesforce
Studio WebStudio Web TemplateExtract new lead information from a Gmail email and add it in Salesforce
Extract new lead information from a Gmail email and add it in Salesforce
by Internal Labs
0
Studio Web Template
<100
Summary
Summary
When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry.
Overview
Overview
Effectively integrate lead information into Salesforce by automating the extraction process from Gmail emails. Streamline your workflow as this template identifies and processes relevant data, seamlessly generating new entries in Salesforce for enhanced productivity and organizational efficiency.
It can prove especially of use for:
- Sales Lead Management: Automatically process lead information received via Gmail, ensuring quick entry into Salesforce.
- Workflow Automation: Streamline workflows by seamlessly integrating Gmail and Salesforce, automating the transfer of relevant lead data.
- Customer Relationship Management (CRM): Enhance CRM capabilities by maintaining a centralized and up-to-date repository of lead information within Salesforce.
- Salesforce Entry Standardization: Ensure consistency in Salesforce entries by automating the extraction and entry of standardized lead information.
Features
Features
- Email Parsing: Extract relevant lead information from Gmail emails.
- Integration Capabilities: Seamless integration with Gmail and Salesforce for real-time data transfer.
- Automated Entry Creation: Automatic generation of new Salesforce entries based on extracted lead information.
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