Integrations used
Time saving
20 min
Action
Qualify
description
This automation will scan all incoming emails in Gmail and qualify leads based on your custom criteria. It will then save the qualified leads to Salesforce as new leads.
Workflow Template
Qualify and create Salesforce lead when email is received
This automation will scan all incoming emails in Gmail and qualify leads based on your custom criteria. It will then save the qualified leads to Salesforce as new leads.
Bardeen automates your repetitive tasks without code.
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Install the Chrome extension for free.
When email received
Trigger
Get contact info
Action
Classify customized text
Action
Create Salesforce lead
Action
Merge text
Action
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How does this automation work?
How to run the workflow
Available actions & triggers
Get Salesforce opportunity
Action
Update Salesforce contact
Action
When email is starred
Trigger
Create Salesforce lead
Action
Reply to email
Action
Get Salesforce lead
Action
Create Salesforce account
Action
Send email
Action
Add contacts to sequence
Action
Get Salesforce contact
Action
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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get bardeen
Don't just connect your apps, automate them.
200,000+ users and counting use Bardeen to eliminate repetitive tasks
Effortless setup
AI powered workflows
Free to use
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.