Recipe: Turn Lead Notification Emails into Contacts and Opportunities

Many lead sources only send you an email: a marketplace, a directory, a referral partner. This recipe reads those emails automatically and creates the contact, so no one has to copy and paste.

What you will build

Inbound email arrives, AI extracts name, phone, email and details, then Vendi Today creates a contact and opportunity and notifies your team.

Steps

1. Go to Automation > Workflows, click Create Workflow, and choose Start from Scratch.
2. Trigger: Inbound Email. Add filters: Email Sent To Mailbox (your intake address), Email Sent From (the lead source), and Body Plain Text contains a phrase such as "New Lead". Turn on Trigger Only for New Email Conversations.
3. Action: AI Extract Data (or Email Parser). Set the source to the email's plain-text body.
4. Additional Context: "Inbound lead email from a property portal. Extract the lead's name, email, phone number, budget and the property they asked about."
5. Fields: define name (Text), email (Email), phone (Phone), budget (Number) and interest (Text).
6. Action - Create Contact: map each field with the variable picker.
7. Action - Create Opportunity: place the contact in the first stage of your pipeline and include the budget as the value.
8. Action - Assign to User or Round Robin: give it to the next available salesperson.
9. Action - Send SMS or notification: alert the owner with the key details.
10. Save and publish.

Testing

Forward a sample lead email to the intake mailbox. Check Execution Logs: each extracted value should appear, then a contact and opportunity should exist.

Improve reliability

• Test several emails from each source; layouts vary.
• Keep context specific to that source.
• Use an If/Else to catch emails where no phone or email was found and send them to manual review.
• Prevent duplicates by using a Find Contact step first.

Good to know: Both AI options are premium actions, so tight sender and phrase filters keep costs predictable.