Integrations used
Time saving
3 min
Action
Create
description
This automation will find a contact's first name and last name from the currently opened email using OpenAI and create a Salesforce lead with the information.
Saves at least
3 min
Create
a Salesforce lead from the currently opened email
playbook Template
Create a Salesforce lead from the currently opened email
This automation will find a contact's first name and last name from the currently opened email using OpenAI and create a Salesforce lead with the information.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find email thread from current page
Action
Get a person's data from email address
Action
Create Salesforce lead
Action
Bardeen's playbook leverages the power of OpenAI to extract contact information from an open email and creates a Salesforce lead automatically. This workflow is ideal for sales professionals looking to capture lead information quickly and efficiently without manual data entry, thereby saving time and enhancing productivity. It's particularly helpful for those who receive a high volume of potential leads via email and need to streamline their lead management process.
Here's how this workflow transforms the currently opened email into a Salesforce lead:
- Step 1: Identify Email Thread - Bardeen starts by finding the email thread in your open Gmail tab, ensuring you have the right context for lead creation.
- Step 2: Extract Sender Information - The sender's information is then converted to text, ready for further processing.
- Step 3: Find Email Address - Bardeen extracts the email address from the sender's information for lead enrichment.
- Step 4: Enrich Data with Clearbit - Using Clearbit, the email address is used to find social media links and other available data to enrich the lead's profile.
- Step 5: Separate Lead Name - The full name obtained from Clearbit is split to identify the first and last name, which are essential for creating a lead in Salesforce.
- Step 6: Create Salesforce Lead - With all the necessary information now processed, a new lead is created in Salesforce, containing the contact's first and last name, email, and enriched data.
How to run the playbook
Make your lead generation process a breeze with this automation! Powered by Clearbit, this automation swiftly extracts a contact's first name and last name from the currently opened email and automatically creates a Salesforce lead.
No more grappling with incomplete contact information or wasting time on manual data entry. This solution ensures that your Salesforce leads are promptly generated with accurate details, empowering you to pursue valuable opportunities.
Whether you're a sales professional looking to expand your pipeline or a marketing specialist seeking to engage with qualified leads, this automation streamlines your workflow.
Say goodbye to searching for contact details, the risk of missing out on potential leads, and the challenges of lead data management.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce and Gmail
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and Salesforce.
Activate Bardeen (or press Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will prompt you to enter an optional lead source for Salesforce.
Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook
Whenever you want to create a new salesforce lead from an email in Gmail, press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to create a new Salesforce lead from an email in Gmail. It will use Clearbit to gather as much information as possible and create a Salesforce lead with the information found.
You can also edit the playbook and add your next action to further customize the automation.
Find more Gmail integrations, Salesforce integrations.
You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.