I’m working on a SaaS product where our customers receive leads from multiple lead-capture platforms. Some of these platforms, including Google Pay-Per-Click and various home-service lead sources, send the lead details via email rather than through an API/webhook.
For example, a customer has:
[email protected]
and receives an email containing:
New Lead
Name: Dave Smith
Phone: xxx
Email: [email protected]
Address: xxx
Service: AC repair
What I want is for the SaaS product to automatically pick up those lead emails from the customer’s mailbox, extract the lead details, and create a lead in the CRM—without the customer having to manually copy the information from the email.
I’m curious how other CRMs handle this.
Has anyone built or seen a system like this? How do CRMs typically tackle leads coming into a customer’s Gmail/Outlook mailbox?
Do they connect directly to the mailbox, use forwarding addresses, email parsing services, or something else?
I’d especially love to hear about real-world implementations or examples of CRMs/products that already do this.
Any ideas or experiences would be appreciated.