Step 1: Sign Up for Zapier

• Go to zapier.com and create an account. You can start with the free plan, which includes up to 100 Zaps per month.
  
• Once signed up, log in to your account.

Step 2: Access Zapier’s Email Parser

• Visit parser.zapier.com.
  
• Log in with your Zapier credentials and authorize access.
  
• Create a new mailbox in Zapier Email Parser. Zapier will generate a unique email address.
  

Step 3: Add the Email Parser Address to PriceGuide.ai

• In your PriceGuide.ai account, go to Account Settings and find the Notification Email Settings.
  
• Add the generated Zapier email address as an additional notification recipient. Don’t forget to click Update Details to save the changes.

Step 4: Test Your Setup

• Use your PriceGuide.ai estimator and fill it out with test data.
• Complete the form and submit it. This triggers the notification email to Zapier’s parser mailbox.
  

Step 5: Parse the Email Content

• Open Zapier Email Parser and view the received email.
• Highlight and tag the fields you want to extract:
  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Zip/Postal Code
  • Results URL
• Save the template to ensure future emails are parsed correctly.
  

Step 6: Create a Zap to Send Data to Your CRM

• In Zapier, create a new Zap.
  
  
• Select Email Parser by Zapier as the trigger app and choose the mailbox you just created.
  
• Set the trigger event to New Email and test the connection to confirm data is being received.
  

Additional Tip:
If the parser struggles to correctly extract specific fields (e.g., First Name or Last Name), train the system for improved accuracy:

• Fill out your PriceGuide estimator a few times with slight variations in the data, such as leaving out certain fields (e.g., phone number) or altering name formats.
• For each email received in Zapier, review and edit the template by reassigning tags to fields.
• Use the “Save Extra Template” feature in Zapier Email Parser. This allows the parser to learn from different variations and refine its accuracy.
  
• Repeat this process 4–5 times for the best results, ensuring your setup is robust and reliable for all incoming emails.

Step 7: Connect to Your CRM

• Add an action step to your Zap and select your CRM (e.g., HubSpot, ActiveCampaign, Salesforce).
  
• Choose the action, such as Create or Update Contact.
  
• Map the parsed fields (e.g., First Name, Last Name, Email, Phone) to the corresponding fields in your CRM.
• Test the action to ensure the data flows correctly.

Step 8: Include Additional Automation

• Add filters to segment leads by attributes like postal codes or tags.
• Configure Zapier to route leads to specific lists or categories in your CRM based on these filters.

Step 9: Finalize and Test

• Test the entire workflow from submission to CRM entry to ensure it operates seamlessly.
• Name your Zap appropriately (e.g., “PriceGuide Leads to CRM”) and turn it on.
  

Tips and Tricks

• Use custom fields in your CRM to store additional data like the estimator results URL.
• Always test your setup with different entries to refine parsing accuracy.
• If you encounter issues, revisit your Zap configuration or contact Zapier support. This setup ensures that your PriceGuide.ai leads are automatically and accurately transferred to your CRM, saving time and improving lead management efficiency. If you need further assistance, feel free to reach out to support@priceguide.ai.