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Mail Parser Module

What This Is​

The Mail Parser module reads incoming emails and pulls useful information from them. It helps turn email content into structured CRM data.

In simple words, Mail Parser can take information from an email and help place it into the CRM automatically.

When To Use It​

Use Mail Parser when you want to:

  • Process lead emails automatically.
  • Extract customer information from incoming messages.
  • Reduce manual copy and paste work.
  • Send parsed email data into CRM records or workflows.
  • Manage different parsers for different email sources.
Mail Parser list pageMail Parser list page

What You Can Do​

In the Mail Parser module, you can:

  • View existing parsers.
  • Create a new parser.
  • Open parser details.
  • Edit parser setup.
  • Delete parsers when allowed.
  • View parsers in table or card view.

Basic Workflow​

  1. Open Settings > Mail Parser.
  2. Create a new parser.
  3. Choose the email source or address to monitor.
  4. Define what information should be extracted.
  5. Save and test the parser.
  6. Use the parsed information in CRM records or automation.
Mail Parser card viewMail Parser card view

Example​

If a lead form sends emails to your inbox, Mail Parser can read those emails and help extract the lead's name, email, phone number, and message.

Notes​

  • Test a parser before using it for real lead data.
  • Keep parser names clear so your team knows what each parser does.
  • Published parsers may have limited edit or delete options.