Email to Lead in Salesforce

Leads to Salesforce automatically?

Extract Lead Details from your email or email attachments to Salesforce in less than 10 minutes! Free setup help available!

If you want to compete with other brands in terms of efficiency and reach, you need to have an ecosystem of marketing software that’s tailored specifically to you advance your goals.

This may consist of several components for various aspects of your campaigns, such as email marketing, SEO, CRM, and general content marketing.

More often than not, you are required to funnel data from one platform to another. For example, if you use a CRM software like Salesforce, you can use an existing integration from your landing page builder, contact form tool, or CMS to transfer lead information.

In some cases, however, you have to export the data into a CSV document first before you can import it to Salesforce — that or the tedious and time-consuming process of manual data entry, which also introduces the possibility of human error.

That’s where an email parser software like Parserr steps in.  

Email to Lead in Salesforce before Parserr

Salesforce was one of the first instances of CRM software and certainly one of the first to “rent” their software in the typical SAAS model. The idea was to “make software easier to purchase, simpler to use, and more democratic without the complexities of installation, maintenance and constant upgrades”.

A central place to manage customers, it grew into a platform offering with tie together offerings in the sales, service, marketing, analytics, community, and mobile apps spaces.

Prior to Parserr, contact details needed to be manually typed into Salesforce. Not only is this very time consuming for a business, but its also very expensive.

This is probably costing your business more than you think!

Well let’s do a little math together. Let’s assume that you decide that someone in the team should do it. Let’s also assume that:

• $60,000 salary (US Median wage)
• 30 new leads every month
• 8 minutes to enter the data into the third party system
• 2 minutes to check the data into the third party system

(I won’t include the 23 minutes and 15 seconds it takes to refocus once someone is distracted!)

TOTAL: 300 MINS = 5 HOURS = $145

Parserr is totally FREE for your first 15 leads every month

Setting up Parserr is easy. You can email to Salesforce directly by simply setting up rules to extract from that email and placing it directly in Salesforce. Read the guide below to find out more.

Email to Lead in Salesforce using Parserr

Instead of manually copying over the data from incoming email, setup Parserr to do it for you. Once setup you would just need to

Step 1: Sign up for Parserr

Parserr’s goal is to help you automate your business and eliminate unnecessary manual data entry through email and document parsing. To get started, simply head to our homepage, enter your email and we’ll walk you through the rest.

Once signed up, we’ll show you just how easy it is to get setup. Click the “Great. Let’s get started” button

Step 2: Send us the incoming email with the Salesforce details

Next you’ll be given an email inbox. This simply allows you to forward the emails you need straight to us:

Step 3: Fill in some onboarding details

In order to help you as best we can, we’ll ask you a few more questions about what you’re trying to extract. In your case choose “Body” if the details you’d like to extract are in the email body. If they’re in the “Subject”, just choose “Body”

In the next step, simply choose “None of them” as we will use Parserr’s built-in Salesforce Integration.

Last onboarding question – where are you trying to get your data to? In our case lets choose Salesforce.

Step 4: Email Quick Setup for Email To Lead Salesforce (optional)

You may be greeted by the following screen. If you’re not, don’t worry. This screen just means we can automatically parse some of your rules. Trust us, save some time and pick some rules. It makes extracting your data way easier!

Step 2: Setup your rules to extract from your email to Salesforce

In a nutshell, Parserr lets you configure parsing rules that instruct the system how to collect information from emails. After the initial setup process, you can define additional parsing rules by going to the “Rules” section from the main dashboard and clicking “Add Rule.”

Salesforce

Since our goal is to transfer the information of leads to Salesforce, let’s try with something simple.

To create a parsing rule that extracts the email address of leads, choose “Body” under the “Choose the attribute” section of the configuration page.

Salesforce

You may also select the “Stripped HTML” option when selecting the email body attribute. However, this may omit pertinent details from your initial data output, particularly clickable elements like an email address.

You may think, why not use the “From” attribute to directly extract the sender’s email address?

In a previous post called “How to Use an Email Parserr to Automate Data Extraction from Inquiries,” we discussed how to capture the email address of prospective leads using the “From” attribute. It also talked about how to automatically forward the emails you receive from a separate account to your Parserr inbox.

The reason why the “From” attribute is used in that post is that the sample emails were sent by the leads themselves. This means the “From” attribute on Parserr will use their own email addresses for the data extraction.

On the other hand, if your leads use a contact form embedded in your website, the sender’s email address may look something akin to:

Salesforce

That’s not the email address you need to collect in a lead generation campaign.

Going back to the “Body” attribute, an email sent from a contact form submission should generate an initial data output like:

Salesforce

The next step is to extract the email address found in the message’s body. To do this, click the green plus button to apply a parsing rule that basically functions as a filter to your data.

Salesforce

On the “Rule category” drop-down menu, select “Find content you need.”

Salesforce

This will briefly refresh the parsing rule configuration window and present all the available rule steps under the specified category. Just keep clicking the right arrow until you get to the “Find all email addresses” rule step.

Salesforce

Upon clicking “Save,” Parserr will automatically apply the chosen rule step to the initial data output. If the data on the “Content After Filter” section shows a single email address, that means your parsing rule works.

Salesforce

To finalize your parsing rule, give it a name and click “Save Rule” at the bottom of the page. Your new rule should now appear in the list of active rules in your Parserr dashboard.

The email address is only one of the many types of information you can extract with Parserr.

For example, using the same sample email above, one way to extract the name of your lead is to use the “Find all text before” rule step and enter the left-angle bracket that precedes the email address. You’ll then have to create a “Search and replace” rule step to remove “From:” from the data.

Here’s how your parsing rule steps should pan out:

Salesforce

If you are having any issues with rules, please contact us on support at parserr.com

Email to Lead Integrations

Built-in Integration

Knowing how to extract lead information with Parserr is only the first step. The next order of business is to figure out how to send this data to your Salesforce account. With Parserr, you have three options:

  1. Built-in Salesforce integration (Free)
  2. Zapier – Salesforce integration (Requires paid edition of Zapier)
  3. Microsoft Flow – Salesforce integration (Requires paid edition of Microsoft Flow)

The following guides one to setup the built-in integration. To access the Salesforce integration, click on “Integrations” in the left-hand navigation menu and then click on the Salesforce logo.

The Salesforce integration enables you to precisely map parsed data to specific details in your lead’s information. To use the integration, you start by selecting the Salesforce object you want to create using your Parserr data. This could be your account details, a help desk case, a lead, and so on.

For lead generation, go ahead and select “Lead” to proceed with the next step.

Salesforce

Click the plus button next to “Add a new mapping” to specify the Parserr rule you want to use.

Salesforce

Suppose you created a parsing rule that extracts the email address of leads and called it “Email.” What you need to do is then choose “Email” in the “Salesforce Field” drop-down menu.

Salesforce

Remember, you can map as many Parserr rules as you need to funnel more information to your Salesforce account. You can check out our blog to learn tips on how to extract all sorts of information — from invoice data to PDF text.

Email to Lead in Salesforce with Zapier

The alternative to using the Salesforce integration is to use Zapier, which is one of the  automation tools supported by Parserr. Simply head to “Integrations” from your dashboard and use the pre-built automation workflow or “zap” for Salesforce:

Salesforce

Step 1: Zapier trigger in the Email to Lead in Salesforce zap

When you click the “Use this zap” button, a new window will popup which will allow you to configure this process.

First up you will need setup Parserr. Click the “Continue” button first:

Step 2: Connect to your Parserr Account

Next click the “Connect An Account” button.

This next part can trick some users up. The account you require is your Parserr account. This will be your Parserr username and password:

Step 3: Choose the inbox you require for Email to Lead integration

Once you’ve chosen to continue, the next screen will prompt you to choose your Parserr Inbox. Choose the inbox which contains the rules you previously setup to extract the lead details from the email.

On the next screen simply click “Continue”

Step 4: Connect to Salesforce

Next you’ll need to connect to Salesforce. In the same way you connected to Parserr (in step 2 above), connect to your Salesforce account.

Step 5: Map your Parserr fields to your Salesforce fields

Next you’ll to need to map your Parserr rules to the appropriate Salesforce fields

Salesforce

Again, to make the most out of this integration, be sure to prepare all the parsing rules you need beforehand. At the very least, you need to parse your lead’s name and email address to make them more valuable to your Salesforce CRM.

Complete the integration and then test it by sending your inbox an email. You should see the “Sent to Zapier” tag in the incoming emails section within Parserr:

Email to Lead in Salesforce with Micrsoft Flow

Email to Salesforce with other Salesforce Objects

Conclusion

An email parsing software like Parserr is indeed one of the most versatile pieces any marketer can have on their toolbelt.

Now that you know how to send your Parserr data to Salesforce, it’s time to explore other ways to use email parsing to streamline your marketing. As long as the email is an entry point of your data, there is always a way to leverage this technology to make your everyday tasks more effortless.