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.
Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.
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:
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!
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.
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.
.svg)
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
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.
.svg)
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.
You can still run the playbook using email, task, and communication tools.
Yes, you can choose where the report is saved or sent.
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.
