Mailparser: document processing features and setup

Overview

Mailparser is especially suited to recurring messages from a system that has no direct integration with your CRM. Instead of treating email as free text, define rules that separate fields such as name, phone number, and order number. The weakness to check is a change to the sender's template: an added signature or new field can change the result without changing the purpose of the message.

Features

• Extraction rules for email bodies and attachments
• Webhooks and integrations with business tools
• Export of information to Excel, CSV, and JSON

Business uses

• Sending a lead from an incoming email to a CRM record
• Consolidating shipping updates in a tracking spreadsheet

Getting started

• Forward a sample message and define a rule for each field, including address and phone number.
• Send a lead email with a long signature and another version with the fields in a different order, then check that the phone number and email address come from the customer, not the sender's details.
• Send the same message again through the CRM integration and make sure the order number or lead ID is used to update the right record instead of creating a duplicate.

What to check

• Check that the rules continue to work when the sender changes the email template.
• Check how repeated messages are routed and existing records updated to avoid duplicate leads.