How to Capture Leads from Email Campaigns

Overview:
Automatically turn replies or clicks from your marketing emails into new lead records in Laywork.

Steps:

1. Go to Settings → Integrations → Email.

2. Under Inbound Email, click Connect and follow the prompts to authorize.

3. Define parsing rules (e.g., subject contains “[New Lead]”) and map email fields to lead properties.

4. Save and send a test email to your inbound address.

5. Confirm the new lead appears under Leads.

Tips & Best Practices:

• Use a dedicated email alias (e.g., [email protected]) to separate lead traffic.

• Standardize subject‑line tags so parsing rules stay consistent.

Troubleshooting / FAQs:

• Emails aren’t parsed: Check that your parsing rule conditions exactly match the test email.

• Leads missing data: Ensure all required fields have default values or are optional in the mapping.