Zapping Email Contact Info into GHL

If you are receiving email notifications with contact information and you want to automatically zap these in as new leads in GHL, complete the following steps. This will require that you have an email with filtered forwarding (Gmail used in this example) and a Zapier Account. 

Setting Up Parse

  1. Log into parser.zapier.com using your Zapier credentials. 
  2. Select "Create Mailbox"
  3. Forward an email (that you would like to Zap contact fields from) to the email address provided by Parser (this can be changed later)
  4. Once Parser receives your email, complete the following steps to create merge fields:
    1. Highlight the desired information
    2. Type in what you would like the merge field to be called (for example, full name or email)
    3. Click "Save"
  5. Once you have completed all the desired merge fields, click "Save Address and Template"
    1. Prior saving, you can edit the Parser email address to something more recognizable

Zapier Action (Create A Zap using these inputs)

  1. Trigger Selections
    1. Choose App and Event
      1. App - Email Parser by Zapier
      2. Event - New Email
    2. Choose Account
      1. Select the your parser.zapier.com account. (This will bring up a pop-up screen to authorize)
    3. Set Up Trigger
      1. Select the email that was created for your parse (either generated by Parser or renamed by you)
    4. Test Trigger
      1. Select "Test Trigger"
  2. Action Selections
    1. Choose App and Event
      1. App - LeadConnector
      2. Event - Add/Update Contact
    2. Choose Account
      1. Select Your GHL Sub-Account
    3. Set-Up Action
      1. Full Name - Parse Output Fullname
      2. Phone: Parse Output Phone
      3. Email: Parse Output Email
      4. Tags: (if applicable/desired)
      5. Mark As Lead: True
    4. Select "Test & Continue"
    5. Select "Turn On Zap"

Gmail Filter/Forwarding

  1. Go into your Gmail, and click Settings (gear icon) → "Filters and Blocked Addresses"
  2. Click "Create a New Filter"
  3. Complete the following fields:
    1. From: [insert the email that sends you the new sign-up]
    2. Subject: [enter the part of the email subject that remains the same for all new sign-ups]
  4. Click "Continue"
  5. Check the box for "Forward it to:" and type in the email address given to you by parser.zapier.com. For Gmail there will be an extra validation step for the forwarding address.
  6. Click "Create Filter"

Once this is all complete, the contact information from your designated emails will automatically be zapped as new contact leads into your GHL account! Be sure to test out a few inbound lead emails to see if the parser is grabbing the right data. If you get an email where it doesn't get the information correctly, just report it as inaccurate and make a second template to continue training the parser better.