I receive leads through a third party -
When the lead comes in, I receive an email from the third party. The email essentially says:
The person below wants to speak to you about how you can help!
Then it lists the prospect’s name, phone #, email address, zip code and the territory they represent to my business,
I am trying to automate the process of pulling this information and creating the client profile in my CRM - I have already tried Zapier and it’s not getting me the information or the timing that I want within a reasonable budget