Email Parser for Automatic Lead Capture
Overview
The Email Parser in Radius Office allows agents to automatically create client profiles by forwarding lead emails from third-party platforms such as Zillow, Redfin, or other lead providers. Once configured, Radius will parse the incoming email, extract the lead information, and automatically create a client profile in your CRM.
This feature eliminates manual data entry, helping you capture and manage leads more efficiently.
Benefits
Automatically create client profiles from lead emails.
Reduce manual data entry.
Capture leads from multiple lead sources.
Automatically populate client information in the CRM.
Keep your lead management centralized in Radius Office.
Before You Begin
Before configuring the Email Parser, ensure that:
You have access to your Radius Office account.
You have access to the email account where your lead notifications are received (e.g., Gmail or Outlook).
You know which platforms send your lead emails (e.g., Zillow, Redfin, bank referrals, or other lead providers).
Accessing the Email Parser
Sign in to your Radius Office account.
Click Settings.
Select Integrations.
Locate the Email Parser section.
Understanding the Parser Email Address
Each Radius user is automatically assigned a unique parser email address.
The email address is generated using your profile information and serves as the forwarding destination for your lead emails.
Example:
(Example only. Your actual parser email will be unique.)
Editing Your Parser Email Address
If desired, you can customize your parser email address.
To edit it:
Navigate to Settings → Integrations → Email Parser.
Click Edit next to the parser email.
Enter your preferred email alias.
Save your changes.
Important: If you change your parser email address, you must update your forwarding rules to use the new parser email. Emails forwarded to the previous parser address will no longer be processed.
Setting Up Email Forwarding
Configure your email provider (such as Gmail or Outlook) to forward lead emails to your Radius parser email.
Steps
Copy your Radius parser email address.
Open your email provider (Gmail, Outlook, etc.).
Navigate to the email forwarding settings.
Add your Radius parser email as the forwarding destination.
Save the forwarding rule.
Once configured, all qualifying lead emails will automatically be forwarded to Radius Office.
How the Email Parser Works
When a forwarded lead email is received:
Radius reads the email content.
The system extracts available lead information.
A new client profile is automatically created in your CRM.
The lead source is recorded.
Relevant client details are populated automatically.
Information Captured
Depending on the information available in the forwarded email, Radius can automatically capture:
Client name
Email address
Phone number
Budget
Buying or selling timeline
Lead source
Referral information
Additional notes contained in the email
Client Profile Creation
Once processing is complete:
A new client profile is automatically created in your CRM.
The extracted contact details are populated.
The lead source is identified.
Relevant referral information is included.
Hyperlinks from the original email are preserved, allowing agents to open related resources directly from the client profile.
Updating Your Forwarding Rule
If you edit your parser email address:
Update your forwarding rule in Gmail, Outlook, or your email provider.
Remove the old forwarding address.
Add the new parser email address.
Failure to update your forwarding rule will prevent new leads from being processed.
Best Practices
Verify that email forwarding is active after setup.
Test the integration by forwarding a sample lead email.
Keep your forwarding rule updated if your parser email changes.
Periodically review newly created client profiles to ensure lead information has been imported correctly.
Frequently Asked Questions (FAQ)
Which lead sources are supported?
The Email Parser works with forwarded emails from lead providers such as:
Zillow
Redfin
Bank referrals
Other email-based lead sources
Can I customize my parser email address?
Yes. You can edit your parser email address from Settings → Integrations → Email Parser.
What happens if I change my parser email?
Your existing forwarding rule will no longer work. You must update your email forwarding settings to use the new parser email address.
What information is automatically imported?
Radius attempts to capture all available information contained in the forwarded email, including:
Name
Email
Phone number
Budget
Timeline
Lead source
Referral information
Additional lead details
Do I need to manually create the client?
No. Once the email is successfully forwarded and processed, Radius automatically creates the client profile in your CRM.
Troubleshooting
If new leads are not appearing in your CRM:
Verify that your email forwarding rule is configured correctly.
Ensure emails are being forwarded to your current parser email address.
If you recently changed your parser email, update your forwarding rule accordingly.
Send a test email to confirm that the parser is working.
If the issue persists, contact the Radius Support Team for assistance.