CRM

hktango
Participant

Extracting Contact Details from Email Body

SOLVE

Hello,

 

I understand that the CRM hub helps create contacts automatically from connected mailboxes (great feature). But lots of my customer inquiry emails come from generic mailbox addresses (e.g. notification@xxx.com) with contact details captured in a form within the email body.

 

I've been manually dissociating the contact from the generic mailboxes and entering the accurate contact details so far, but wondering if there's a feature in HubSpot that helps extract contact info from email body and perhaps can be coded to read a given format of email.

1 Accepted solution
TiphaineCuisset
Solution
Community Manager
Community Manager

Extracting Contact Details from Email Body

SOLVE

Hi @hktango 

 

Thank you for reaching out. 

 

There is no HubSpot out-of-the-box solution for this, but I want to tag some of our experts to see if they would have some workarounds or suggestions for this - @Gonzalo @lynton @DAnaGuiloff do you have something to share with @hktango on this? 

 

Thank you!

Best, 

Tiphaine


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0 Upvotes
4 Replies 4
RSánchezGómez
Participant

Extracting Contact Details from Email Body

SOLVE

Hi! 

 

@hktango , is Zapier working for you as @RGeorge6 suggested or did you learn another work around to extract the information? We have the same challenge. 

 

Best,

Ruben

0 Upvotes
RGeorge6
Member

Extracting Contact Details from Email Body

SOLVE

You can do this via Zapier. 

 

use the email zapier with hubspot. 

 

forward your email to zapier parser email address. parse the email content. then load it into hubspot fields. 

DianaGomez
Community Manager
Community Manager

Extracting Contact Details from Email Body

SOLVE

Hi @RGeorge6 hope you are doing well!

 

Thanks for sharing 🙂

 

Best, 

Diana


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0 Upvotes
TiphaineCuisset
Solution
Community Manager
Community Manager

Extracting Contact Details from Email Body

SOLVE

Hi @hktango 

 

Thank you for reaching out. 

 

There is no HubSpot out-of-the-box solution for this, but I want to tag some of our experts to see if they would have some workarounds or suggestions for this - @Gonzalo @lynton @DAnaGuiloff do you have something to share with @hktango on this? 

 

Thank you!

Best, 

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes