Simplify your lead generation process effortlessly with this automation! Now, whenever you add a label to an email in Gmail, a new Salesforce lead record is created automatically.
No more manually transferring information or struggling to keep track of potential leads. This automation seamlessly captures relevant data from your labeled emails, ensuring that no opportunity slips through the cracks.
Whether you're a sales representative striving to stay organized or a small business owner looking to streamline your lead management, this solution is tailored to meet your needs.
Say goodbye to manual data entry, the risk of missed leads, and the challenges of juggling multiple platforms. Take control of your Gmail and Salesforce integration and unlock the power of efficient lead tracking.
Let’s set it up!
Click the “Try it” button at the top of this page to get this Autobook saved. If it’s your first time using Bardeen, you will be redirected to install the extension. Bardeen will also prompt you to integrate Gmail and Salesforce.
Bardeen will then ask you to enter the Gmail label that will trigger this automation.
Make sure the automation is activated (toggled on).
When you want to create a new Salesforce lead from an email address, add the label that you specified in Step #1. Bardeen will use Clearbit to get more information about the email address like company, number of employees, title and more. It will then create a new Salesforce lead with the information that it can get.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce and Gmail integration.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.