Patience Iloh

1.​ Automating Lead Management from Email to Monday.com Client Challenge: A real estate client was overwhelmed by the manual effort involved in managing inbound leads. Every time a new lead arrived via email, their team had to extract key information like the client’s name, contact details, property address, asking price, and reason for selling and then manually enter it into their Monday.com CRM board. This process was time-consuming, error-prone, and slowing down their ability to respond quickly to potential sellers. Expectations The client needed a solution that would: ●​ Automatically extract lead details from structured emails​ ●​ Seamlessly populate their Monday.com board with this information​ ●​ Be reliable, scalable, and low-maintenance​ ●​ Eliminate repetitive admin work, so their team could focus on qualifying and engaging leads​ Solution: Email Parser + Zapier + Smart Filtering I created a clean and efficient automation pipeline using Zapier, combining the Email Parser, Filter by Zapier, and Monday.com integrations: 1. Email Parser Setup ●​ I configured Zapier Email Parser to receive forwarded lead emails​ ●​ Trained it to consistently extract structured fields like Name, Email, Phone Number, Property Address, Price, and Reason for Selling Email Parser by Zapier 2. Zapier Filter for Smart Screening ●​ To avoid sending irrelevant emails through the workflow, I added a "Filter by Zapier" step​ ●​ The filter checked for key identifiers (e.g., subject line keywords, presence of required fields)​ ●​ This ensured only actual lead emails triggered the Monday.com automation — preventing clutter and misfires Filter by Zapier 3. Create Item in Monday.com ●​ I set up a final step that pushed the parsed and filtered data into the correct board and columns in Monday.com​ ●​ Each lead was captured in the right place, automatically and accurately​ Monday.com-Zapier Integration Result: Thanks to this automation:The client now enjoys a fully automated, low-maintenance workflow — no leads are missed, and their CRM stays clean, organized, and actionable. ●​ Only qualified leads are processed and added to the CRM​ ●​ The team saved hours of manual data entry every week​