Looking to streamline your email lead management? This automation has you covered! This tool scans incoming emails in Gmail, automatically qualifying leads based on your specific criteria. Once qualified, the leads are seamlessly saved to Microsoft Excel, enriched with detailed information obtained from Apollo.
Imagine receiving a high volume of emails daily, each containing potential business opportunities. Instead of manually sifting through emails and organizing leads, this automation handles the heavy lifting for you. It ensures that qualified leads are promptly captured and stored in a structured format.
Managing email leads manually can be time-consuming and prone to errors. With this automation, you can efficiently identify and categorize leads in Excel, leveraging Apollo's data enrichment capabilities to gather comprehensive contact details.
Whether you're tracking sales inquiries, nurturing prospects, or building client databases, this Playbook empowers you to optimize lead management and drive business growth with ease.
Let’s set it up!
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 Microsoft Excel and Gmail.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start.
Make sure the automation is toggled on.
To export contacts to Excel when an email is received, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and specify the spreadsheet.
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 Microsoft Excel with information obtained from Apollo enrichment.
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