Email-to-CRM Referral Lead Parser
What you get
Referral emails that land in a shared mailbox are read, parsed and turned into CRM records without anyone retyping them.
- Mailbox trigger in Zoho Flow for up to two referral email formats
- Parser that extracts contact, service and referrer details
- Contact and deal creation in Zoho CRM with lead source tagging
- Duplicate gate so a resent email does not create a second deal
- Single notification to your team and a log of every email processed
Who it suits
A team that receives leads by email from referral partners and enters them into CRM by hand.
What we need from you
Admin access to Zoho CRM and Zoho Flow, access to the mailbox that receives the referrals and a few sample emails. No account yet? Sign up for Zoho CRM or Zoho Flow.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one Zoho organization, in MXN before IVA. Anything outside the scope is quoted before we start.