Create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook

Managing email workflows manually can be tedious and prone to errors. This automation monitors your Microsoft Outlook inbox for emails containing specific keywords in the subject or body. When it finds a match, it adds the contact to a cadence in Salesloft.

No more sifting through countless emails or missing out on key opportunities. This automation ensures you never overlook important leads or follow-ups, streamlining your workflow and boosting productivity.

For example, if you receive an email with "urgent lead" in the subject, the automation will capture the contact and add them to your Salesloft cadence automatically. Another scenario is when an email includes "demo request" in the body, ensuring timely and appropriate follow-up.

By integrating Outlook with Salesloft, this Playbook helps you maintain a seamless and efficient sales process, allowing you to focus on closing deals and nurturing relationships.

Let’s set it up!

Step 1: Save the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesloft and Microsoft Outlook, if you haven’t done so already. 

Step 2: Run the autobook to create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook

Make sure the automation is activated (toggled on).

This automation will keep an eye on your Microsoft Outlook inbox for emails containing specific keywords in the subject or body, and it will add the contacts from those emails to a cadence in Salesloft.

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