Export a contact from the currently opened email in Gmail to a Salesloft cadence

Staying on top of your email outreach can be a challenge, especially when you're juggling multiple leads and campaigns. This Playbook simplifies the process by automatically capturing email addresses from the currently opened email thread and enriching them with additional details. Once enriched, the data is seamlessly exported into your Salesloft cadence, ensuring your lead nurturing is always up-to-date.

This automation is perfect for sales teams who need to quickly integrate contact information into their outreach strategy and for marketers looking to streamline their workflow.

Say goodbye to manual data entry and hello to more efficient, targeted communication that saves you time and reduces the risk of missing valuable leads.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail and Salesloft

You will be redirected to install the browser extension when you run it for the first time. 

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks, if you already have the Bardeen extension installed. Bardeen will also prompt you to integrate Gmail and Salesloft.

To use the Playbook, navigate to an email on Gmail.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to “run the playbook”. 

Click on “Save Input” and checkmark Gmail. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

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Step 2: Run the playbook to export a contact from the currently opened email in Gmail to a Salesloft cadence

To export a contact to a Salesloft cadence, go to an email on Gmail run the playbook. 

It will get and enrich the email address from the currently opened email thread and export the data to your Salesloft cadence.

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