Avatar of Kate Snyder
Kate Snyder
 asked on

Email to Salesforce

We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?
SalesforceEmail SoftwareEmail ClientsWindows OSMicrosoft Excel

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Last Comment
Serena Hsi

8/22/2022 - Mon
Serena Hsi

If your Excel files are formatted properly, with headers, you could just import those lead lists directly into Salesforce using the Import Wizard tool.

You could also capture unique data fields not found by default in Salesforce as a custom field.

If for example you are then using that lead data for segmented email campaigns in Pardot (Marketo, Eloqua, etc), you'll need to setup a corresponding custom field in Pardot as well to be able to do list segmentations.
Kate Snyder

But i need to do it on a recurring basis?
Serena Hsi

For 3rd party data, you are still better off using a parser unless you can get the web form lead data converted into a CSV file before it gets to you. Not sure how you would do that other than a) build the web form using Google Forms (an extension of Google Sheets) or building a custom web form using an email marketing platform that pairs with Salesforce.

Why are you using a parser with Excel? Isn't the data in Excel already parsed into cells?
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James Murphy
Kate Snyder

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Serena Hsi

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