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.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!