New lead intake Email with CSV summary
New lead intake Email with CSV summary
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About
Easily set up an automated workflow for lead processing using this versatile template. It allows you to collect lead information, generate a CSV file, and send a summary email. Whether you need to capture leads, process orders, or manage new client sign-ups, you can tailor this setup to fit your needs and swap in your preferred apps.
Expand this workflow by integrating it with other tools like a CRM or database for better tracking and follow-up. To test it, you can use the Random User API for generating sample lead data. This setup is great for keeping your team updated on new leads or orders while reducing manual tasks.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Merges selected text items and returns them in the CSV format.
Merges selected text items and returns them in the CSV format. Employs Data structure to define CSV columns in the resulting CSV file.
Creates and adds a new draft to a selected folder.
Removes an email or a draft from a selected folder.
Returns emails that match the specified criteria.
Iterates received attachments one by one.
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