Bulk create a Lead from Outlook Email

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Posted on by ssr001

I am looking at how we can create a flow which will pick up emails from Outlook and then create a lead in CRM.

During my research i have found

1. Using the Dynamics 365 for Outlook app

2. Creating a email from Emails which are stored in CRM from the push from the Dybamice 365 Outlook app.

But not found any where the lead is created from the Outlook.

So has any one done this?

Thanks

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Dengliang Li Microsoft Employee on at

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Hi,

You can create the following Power Automate Flow to achieve your goal.

Select a folder in your outlook mailbox. Monitor incoming emails to this folder.

Create a lead with the recipient's name and email address.

the Last Name expression: slice(triggerOutputs()?['body/toRecipients'],0,indexOf(triggerOutputs()?['body/toRecipients'],'@'))

This is an incoming email from Sent Items in my outlook mailbox.

This email was converted to a lead by the above-mentioned Flow.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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ssr001 5 on at

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Hi Dengliang Li

With the email trigger it only works for new emails not emails already in the inbox.

Is there anyway to do this?

Regards,
Sheena Reddy

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Dengliang Li Microsoft Employee on at

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Hi,

You can use Get Emails (V3) action to get emails from outlook and bulk create lead records.

Here I have selected the first 2 emails in the Sent Items file.

Create a lead with the recipient's name and email address.

the Last Name expression: slice(items('Apply_to_each').toRecipients,0,indexOf(items('Apply_to_each').toRecipients,'@'))

The following are the first two emails in the Sent Items file.

These emails were converted to leads by the above-mentioned Flow.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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ssr001 5 on at

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Thanks Dengliang Li

This is exactly what i needed. Both solutions work.

One is to get all old email created as leads and the other is for ongoing basis for new emails.

Appreciate your help :)

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