Do you receive hundreds of leads in your mailbox from different systems / platforms on a daily basis? Do you find it time-consuming to extract those leads details from your emails and manually create records in Dynamics 365?
Using Zap Email Parser you can easily automate this process of data extraction from email and creation of Leads in Dynamics 365.
Zap Email Parser is a no-code tool to extract specific data from email body and create Leads or any entity record in Power Apps or Dynamics 365 Sales and Customer Service.
Let’s go through the steps required in setting up Zap Email Parser tool:
Step 1: Configure the Queue in Dynamics 365 where the emails will be received.
Step 2: Install Zap Email Parser in your Dynamics 365 Sales / Power Apps (and activate the 15-day trial)
Step 3: Create template/s to extract data from the email body to create Leads in Dynamics 365
Step 3A: Configure Template Name, Destination Entity, Filters
Select Destination Entity: E.g. Lead
Configure the Filter: Incoming email will be parsed by this template based on the filters defined (e.g. Email address match, email domain match, email subject match, etc)
If you receive email from multiple sources each with a different layout then you could create multiple templates. Zap Email Parser will first pick the correct template based on defined filters and then parse accordingly.
Below screenshot shows multiple templates that have been configured:
Step 3B: Create Parsing rule for each field that needs to be populated
Select Field: E.g. Lead.First Name
Select Data Source: Default Value / Email Body / Email Subject / Email Recipients etc
Define Start Position: Text Match After / Start of Content etc
Start Position Text: e.g. “First Name”
Define End Position: End of Line / End of Content / Text Match Before etc
Apply post processing refinements: e.g. Trim / Remove Line Breaks / Remove Empty Lines etc
Below screenshot shows multiple parsing rules that have been configured:
All Done!. Now no more wasting time in Data-Entry… let Zap Email Parser App do it for you!
For list of all our apps, refer https://zapobjects.com/
Latest Updates from Zap Objects (Aug 2023):
1. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar): Now display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type)
2. New Version Released: Zap Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.
5. New Version Released: Zap Report Scheduler App (v 220.127.116.11): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App.
6. New Version Released: Zap Helpdesk App (v18.104.22.168) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!