Exporting emails from Parseur to Podio

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Podio has many functionalities such as workflow management, project management, and CRM as well. Podio CRM is widely used among brokers, realtors, and agents for their smooth-running processes.

Integrating Podio with Parseur will only add value to your business processes!

Let's take the case where you receive hundreds of emails from suppliers, customers, and lead generation platforms daily. Of course, you are using Podio to specifically assign tasks to your team. However, you still need to sort out your emails and extract relevant information to be able to add them to Podio. This process takes time especially if you are a real estate agent who needs to get back to his clients quickly to close the deal.

Integrating Parseur with Podio

What if you had an email parsing tool that automatically extracts data from your emails and exports those parsed email data to Podio as well?

Sounds too good to be true? This is what Parseur does as a powerful email parsing tool!

With the integration of Parseur, you can be sure to save countless hours of manual work and scale your business through workflow automation.

How to get started?

Step 1: Create your account and mailbox on Parseur

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Try out our powerful document processing tool for free.

Parseur comes with an in-built library of automated templates for Real Estate, Job Search, Food Ordering, or Google alerts. Depending on which industry you are in, select from the options below to create your Parseur mailbox.

Select custom emails (default)
Select custom emails (default)

Step 2: Forward the lead email to your Parseur mailbox

Once your mailbox has been created, you will receive an email address to forward your emails to.

The email will arrive in your mailbox within seconds.

You can also set up an auto-forwarding rule to your Parseur mailbox so that you don't have to send those emails manually.

Step 3: AI will easily extract the lead data

You just have to highlight the specific information that you need and create data fields for them.

Highlight and create data fields
Highlight and create data fields

Your parsed results will appear like this:

Lead data extracted by Parseur
Lead data extracted by Parseur

Step 4: Export the parsed data to Podio

The extracted data can be downloaded in CSV and MS Excel, and exported to any application of your choice using Zapier.

Click on Download / Export, Zapier and create zap

Export data via Zapier
Export data via Zapier

You will be redirected to your Zapier account where you will have to log in with your credentials.

It's time to create your Zap!

Choose Parseur as the app, and the trigger event.

Choose Parseur as the app
Choose Parseur as the trigger app

Zapier will ask you to sign in to your Parseur account where you can choose the mailbox.

Choose your Parseur mailbox
Choose your Parseur mailbox

Zapier will retrieve the extracted data from the Parseur mailbox.

Parsed data retrieved
Parsed data retrieved

You will have to sign in to your Podio account. Put the action event as create task

Action event as "create task"
Action event as "create task"

You will be able to choose from the extracted data to fill in as per the screenshot below:

Customize the task with parsed data
Customize the task with parsed data

Customize the task with parsed data (cont.)
Customize the task with parsed data (cont.)

Once you're done, send a test to Podio via Zapier!

Send a test trigger to Podio
Send a test trigger to Podio

Test successful to Podio
Test successful to Podio

Task created in workspace
Task created in workspace

Don't forget to turn the Zap on!

With zero human intervention, you will be able to automate your project management workflow. The extracted data from email attachments are sent to Podio in real-time.

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What is Parseur?

Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.

Podio logo
What is Podio?

Citrix Podio is a cloud-based tool where you can set up workspaces among your team members. It is a social collaboration tool to better organize and run your projects effectively.

Zapier logo
What is Zapier?

Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

AI-based data extraction software.
Start using Parseur today.

Automate text extraction from emails, PDFs, and spreadsheets.
Save hundreds of hours of manual work.
Embrace work automation with AI.

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