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Zapier Integration- Email Parser

Step 1

  1. Go to Zapier.com and Login into Zapier
  2. Click on this link to Receive an invitation from Zapier https://zapier.com/developer/invite/40387/0030bf41ed0704ce6ba968f94329d733/ 
  3. Click on "Accept invite & Go to Dashboard"
  4. Click on this link: https://parser.zapier.com/
  5. Continue to follow the steps within Zapier to forward your new lead email to the email address displaying in Zapier.
  6. Once you have successfully sent your new lead email to Zapier mailbox, you will need to now parse your email:

    a. Simply highlight and name the text that you want to extract from future emails matching the template.

    second

    b. You can extract many parts of an email.

    third

  7. All emails sent to the mailbox will now be parsed and extracted data will be saved and accessible in your dashboard. Contact your lead source provider and ask that new lead notifications now be sent to your Zapier mailbox. Or simply setup an auto forwarding rule in your email provider. 
    NOTE: If you will be having your lead source provider, automatically routing the leads into your Zapier Mailbox, make sure the from section in your email parse is the lead source provider's email not your personal email address. If you will be manually forwarding them or auto forward from your personal email address, you can leave your parse as is. 
  8. Return to your Zapier account and on the Dashboard Click on "Make A Zap"
  9. Click "Email Parser" 
  10. Click "New Email" then click "Save + Continue" 
  11. Select the email parser you had created in steps 6 & 7
  12. Click "Save + Continue" 
  13. Select the Zapier mailbox you will be using (also created in steps 6 & 7)
  14. Click "Continue"

    STEP 2:
    1. Choose an "Action App" the only one you can choose is LionDesk.
       
    2. Create a New Contact and then Hit "Save and Continue" 
    3. Click on "Connect a New Account", it will open a window for Zapier
    4. Go to your LionDesk Settings > 3rd Party Integration and enable your Zapier API key, Copy and paste the key in Zapier.
    5. Hit on "Test", A "Success" message will be displayed. Then hit "Save and Continue". 
    6. Fill the form by Matching your form's fields to LionDesk's Fields.
      Choose the source you are creating the Zap for. in this example we are creating it for FaceBook so we are typing the Source Facebook. Make sure it matches 100% the sources you have in LionDesk (copy paste the source to make sure it is written the same way). If the source is left Blank, it will still import the lead, however no source type will be added and no auto-responder will be started. 
      You can add tags, as many as you want, to add multiple tags, separate them by a comma (,) 
    7. Fill out the information and hit 'Continue". Here is an example of the form.
    8. A "Test LionDesk CRM" will then rollout. Click "Create & Continue" 
    9. When the test is don a "Test Successful" message will appear. Hit "Finish" 
      10. Give your Zap a name and Turn your Zap "ON" 

      11. Use the Zap name as your "Source" within LionDesk to setup your lead source routing. Make sure it matches 100% the sources you have in LionDesk (copy paste the source to make sure it is written the same way). If the source is left Blank, it will still import the lead, however no source type will be added and no auto-responder will be started. Please visit this article for next steps: 

      https://liondesk.zendesk.com/hc/en-us/articles/217524247-Automatic-Lead-Distribution-Setting-Individual-Agent

      12. You are all set!
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