I am looking to find a way to collect leads automatically from an email. My leads come from a third party via email in HTML or JSON format. The sender email is always the same, but the lead information in the HTML is what I’d like to extract/parse or configure. Is there a way to configure lead fields to HTML or JSON so that when the email with a leads comes in, they are automatically added to the Lead Group?
Have a look for ’ Extract AI’ app in the Marketplace - you might find it can pull sections into a monday column in the board to work with it from there via automation, but not sure on the HTML/JSON formats.
Hi @Bill321 , this is possible with zzBots. You can set this up to have a bot watch for new emails to then use RegEx to extract certain data and create an item in your Lead Group.
Chat in on our website if you need any help getting set up.