Create a draft email in Gmail for a Salesforce contact using OpenAI
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.
How does this automation work?
In today's fast-paced business environment, effective communication is key to maintaining strong relationships with clients and prospects. Bardeen offers a playbook that automates the creation of personalized draft emails in Gmail directed to Salesforce contacts, leveraging OpenAI's advanced language models. This automation ensures that you can quickly craft tailored messages that resonate with your contacts, saving you time and enhancing your email outreach strategy.
Here's how this workflow helps you create draft emails in Gmail for Salesforce contacts using OpenAI:
- Step 1: Retrieve Salesforce Contact - Bardeen fetches the specific contact information from Salesforce, allowing for personalized communication. Salesforce serves as a powerful CRM to manage customer interactions.
- Step 2: Prepare Email Content - Text fragments are merged to form a base for the email content, considering the Salesforce contact's details.
- Step 3: Compose Email with OpenAI - OpenAI crafts the body of the email, ensuring that the message is well-composed and suitable for the recipient.
- Step 4: Generate Subject Line - Additional text is merged to prompt OpenAI to generate a fitting subject line for the email.
- Step 5: Create Custom Subject with OpenAI - OpenAI provides a subject line that aligns with the composed email body, ensuring that the email captures the recipient's attention.
- Step 6: Create Gmail Draft - A draft email is created in Gmail with the OpenAI-generated content, ready for review and sending. Gmail's robust platform allows for efficient email management and communication.
How to run the playbook
Streamline your email correspondence with Salesforce contacts using this automation. This playbook effortlessly creates a draft email within Gmail, customized to the specified Salesforce contact. By leveraging OpenAI's capabilities, it generates both the email content and subject line based on your input and the contact's information stored in Salesforce.
No more wasting time toggling between platforms or struggling to craft personalized emails. This automation simplifies your workflow by seamlessly integrating Gmail and Salesforce. Whether you're a busy sales professional nurturing leads, a dedicated customer service representative following up on inquiries, or a proactive marketer engaging with prospects, this tool enhances your efficiency and effectiveness.
Unlock the potential of AI-generated emails that reflect the unique details of each Salesforce contact. Take the hassle out of email drafting and spend more time building meaningful connections with your contacts.
Let’s set it up!
Step 1: Pin the playbook and integrate Gmail and Salesforce
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.
Activate Bardeen (or hit 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 ask you to specify a Salesforce contact and an OpenAI prompt to create an email draft in Gmail.
Click on “Save Input” and checkmark Salesforce and OpenAI. 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 to draft email with AI for a Salesforce contact
To create an email draft for a Salesforce contact 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 enter your OpenAI prompt.
It will get information from the Salesforce contact and use your OpenAI prompt to generate an email draft inside of Gmail.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about automate your sales and prospecting workflow, outreach email templates and elevate your email with AI.
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FAQs
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