Use the insert field buttons to the right to find the data you want to insert. On the “Set up Airtable Record” screen, you get to map the fields extracted from your email to the relevant fields in your Airtable table. Populate all of the relevant fields in your Airtable base For the next steps, choose the mailbox and sample email you created earlier.Ĭlick through the next few steps to confirm “Airtable” and “Create Record” as the action for this zap, and connect to your Airtable account. New Zap to create a new Airtable record when an email is parsedĬonnect to your “Email Parser by Zapier” mailboxĪfter clicking “Use Zap”, you’ll be asked to connect your “Email Parser by Zapier” account - just log in with your Zapier account for this. You want the trigger to be “New Email”, and the action to be “Create Record”: Start clicking through Zapier’s Zap making workflow!įrom the Zapier homepage, create a new Zap that connects “Email Parser by Zapier” with “Airtable”. Step 5: Create a new Zap to create new records in Airtable Once your template is looking good, scroll down and click “Save Address and Template”. If you don’t highlight all the variable text, the parser often gets confused. 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 How to forward emails via Zapier to create new contacts in Airtable
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