Parse Inbound Emails Zap

General Information

You can take advantage of the contact forms you set up to your website, in order to streamline the contact registration process. For example, a sales prospect fills out the Sales contact form on your website. With a properly set up zap, the email – with the key information in the email custom headers – will be transferred into SugarCRM and automatically create a new prospect.

Trigger Phase

1. Go to your Zapier account dashboard, click on ‘Make a Zap!’, then choose a name for your new Zap. Click here for reference.

2. From the ‘Choose a Trigger App’ search box, enter and select ‘Mailjet’.

   

3. Select the ‘Parse Inbound Email’ trigger and click ‘Save + Continue’.

   

4. Select the Mailjet account you want to use, or connect a new one. For reference click here.

5. As this point you will need to ask Mailjet to create a new parse email address for your Zap.

   

   Although the long list of instructions on Zapier may look confusing, it is quite simple! :)

   You can generate a parse email address using the Mac Command Terminal, Postman, Hurl.it or your favourite API Request Builder.

   For this example, we will create the parse email address using Hurl.IT.

   Open a new browser window and go to www.Hurl.it.

   

   From the drop down list, select ‘POST’. Then paste in Mailjet Parse Route URL: https://api.mailjet.com/v3/REST/parseroute

   (The Mailjet Parse Route URL will parse the inbound emails and send the contents to another location - in this case Zapier.)

   

   Click the ‘+ Add Authentication’ link.

   Add your Mailjet API Key (username) and Secret Key (password) into the respective text boxes. You can find this information in the API Key Management section of your Mailjet account.

   

   Now you need to provide destination URL where the parsed email content should be sent. This URL is called a webhook URL.

   Go back to your Zapier page and scroll to the bottom to find the webhook URL.

   Click on the ‘Copy to clipboard’ button.

   

   Go back to the Hurl.it page and click the ‘+Add Parameter(s)’ link.

   

   In the name text box, enter: URL

   And paste the webhook into the second text box.

   

   Click the checkbox to confirm you are not a robot ;)

   Then click on ‘Launch Request’.

   

   Congratulations - you have made your first parse email address! When an email is sent to this parse email address, Mailjet will parse the elements of the email and send them to Zapier. Then your zap will forward the parsed elements to Pipedrive or any other Zapier connected app.

   And yes, the parse email address is quite long - please record it somewhere for future reference. ;)

   

   Note

   Mailjet also offers you the option to receive these emails on your own domain name. Remember that the domain should be verified with Mailjet for this to work. Please visit the ‘Use your own domain‘ section in our Parse API Guide for more information.

6. Now you need to send a test email to your new parse email address to activate it.

   Please ensure the email headers contain the information needed to create a new Contact in SugarCRM. The minimum information needed to create a new Contact is the contact’s last name and language, but we suggest adding fields for contact information (email, phone), so you can contact them back, as well as any additional details you find appropriate. Once you have sent the test email, switch back to your Zapier screen and click on ‘OK, I did this’.

   

   You should see the ‘Test Successful!’ Page with a link to view your parse inbound email (the test email you had sent a few minutes earlier).

   If the test was not successful, use the ‘Re-test Mailjet’ option to get another parse email address, or send another test email to the parse email address.

7. Click on ‘Continue’ to complete the Parse Inbound Email Trigger!

   

   Note

   You will need to redirect emails sent from your ‘Contact Us’ form to your new Mailjet parse email address – with the key contact information stored in custom email headers. This step is done outside of Zapier and should be completed before you turn on your zap.

Action Phase

1. You have entered the Action App phase. This is where you tell Zapier what to do with the information that Mailjet parses from the email and sends to Zapier. In this use case, we are telling Zapier to add a new Contact to SugarCRM!

   From the ‘Choose an Action App’ search box, enter ‘SugarCRM’ and select it from the list.

   

2. From the list of options choose the appropriate Action for your Zap – in this case ‘Create Contact’, then click on ‘Save + Continue’.

   

3. Select (or connect) a SugarCRM account to use for this zap. Click here for reference.

4. You will now see all the fields associated with a SugarCRM Contact’s details.

   

5. You need to match the information from your test email to the respective SugarCRM fields. Simply call up the drop down list for the desired SugarCRM field and match it to the email.

   

   When you are ready, click on ‘Continue’.

   

6. You will see a page with the pulled information and will be able to test the zap Action. If you wish to skip the test, click on ‘Skip Test & Continue’.

   

7. If the test is successful, or if you skipped it, you will be asked to Finish the zap.

   

8. The only thing left is to turn on the zap.

   

You are done! When your Zap is on, it will automatically run when an email is sent to your parse email address.