Zapier lets you connect FreeAgent CRM to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
In the second part of the tutorial series: "Integrate your website's contact form with FreeAgent CRM using Zapier", we will cover how to create a Mailbox in Zapier's Email Parser.
Part II - Create a mailbox in Zapier's Email Parser
Now, you need to create a Mailbox within 'Email parser' that will act as an inbox for the emails that come from your website. To create one, click on https://parser.zapier.com/
Then click on Create a Mailbox (1). This will generate a random email address that will serve as the Inbox for your Website integration. Email parser will request that you send an email to the address generated to complete the next step. The email that you send needs to come from the source of the integration, meaning your website contact form.
At this point you will need to do 1 of 2 things:
1. Change the email address associated with your website's contact form to the one created for Zapier's Email parser.
2. Keep your current configuration, but create a forwarding rule from your current email to the one created for Zapier's Email parser.
It is important to mention that you will need to create an individual mailbox in Zapier for each different form you have on your website, making sure that you either send all responses to the Mailbox email address directly or by creating a forwarding rule, as explained above.
Email parser by Zapier will be waiting for the email. Once you send it, you can click 'Refresh page to look for new email' so that it scans for received emails, which will allow you to continue to the next step.
Here Email Parser by Zapier gives you the option to change the email from your Mailbox (1), as you might have more than 1. It is important that it remains rather unique, to avoid receiving random emails to this Mailbox.
Right below you have a template obtained from the email you forwarded to the Mailbox. Here you will select the data that is most important to you in order to create your contacts in FreeAgent CRM.
To do so, highlight the desired part, without including the 'label'. In this case, we are interested in the 'Name', so we highlight 'TJ Biles'. You will have the option to select a name for that piece of data, in this case, it is the name.
Once you click the 'Save' button, the name will be replaced by a tag, that is going to tell Email parser by Zapier to search for that piece of information, each time it receives an email.
Right after that, Email Parser by Zapier gives you the option to select the body source and parser engine that would best work for your current Mailbox. It is recommended to keep the default options. Once you are done highlighting the information, click 'Save Address and Template'.
This will take you to a screen that will include a success message saying that your Mailbox was saved and it also gives you the option to create a new mailbox in case you have multiple integrations.
You can go ahead and create a second Mailbox if you need one, this is specially required if you want to integrate different forms from your website. Once you have created the Mailboxes you need, click the 'use this app in Zapier' to proceed.
You will need to select the Mailbox you want to use for the Integration, in this case we will use the one we just created.
This will then allow us to use the email sample (1) we worked on to use in our Zap. You can have different samples, since it is possible that the format of the email you use for the integration changes over time, or in case you wanted to add more information to the template. Just make sure to select the right one and click Continue (2).
With this you have completed the first part of your Zap, the Trigger. Now it is time to add an Action Step, by clicking the '+ Add a Step' button on the left hand side.
We will cover the details on adding a Step on the next part of this tutorial series.