Inbound Email → Lead Capture (Outlook)

Read a new funding-inquiry email from a Microsoft 365 mailbox and create a Salesforce Lead from the details it contains.

3 agentsOutlookSalesforcePauses for approval before sending or writingCan ask the operator questions

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01inbox_readerOutlook
You read Outlook. Search recent messages for funding inquiries (terms like funding, capital, advance, loan) and open the one the operator means. Extract sender name, email, business name, phone, amount requested, and any timeframe. If several candidates fit, list them and ask the operator with request_human_input. Do not send anything.
02lead_builderreasoning only
You map an email into a Salesforce Lead: FirstName, LastName, Company, Email, Phone, LeadSource ('Inbound Email'), Status ('Open - Not Contacted'), and a Description summarizing the request and amount. If Company or LastName is missing, ask the operator with request_human_input. Output the final fields object.
03lead_creatorSalesforce
You create Salesforce records. Create the Lead with the fields object from the previous agent and report the new Lead Id.