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Google Mail
Clearbit
Salesforce
playbook Template

Create a new Salesforce lead when a label is added to an email

This automation will create a new Salesforce lead record when a label is added to an email in Gmail.

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.

When label is added to email
Trigger
Find social media links from email
Action
Split string
Action
Get element from array
Action
Get element from array
Action
Convert to text
Action
Create Salesforce lead
Action

How does this automation work?

Run this Clearbit automation with Bardeen in minutes.

How to run the workflow

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!

Step 1: Set up the automation and integrate Salesforce, Clearbit and Gmail

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.

Step 2: Turn on the automation to create a new Salesforce lead when a label is added to an email

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.

You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.

Run this Clearbit automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a new Salesforce lead when a label is added to an email
Create a new Salesforce lead when a label is added to an email
Create a new Salesforce lead when a label is added to an email
Types:
Both
Actions
Triggers
Create Salesforce account
Create Salesforce account
Action
Find social media links from email (as text)
Find social media links from email (as text)
Action
Get social media links of event participants
Get social media links of event participants
Action
Update email labels
Update email labels
Action
When label is added to email
When label is added to email
Trigger
Find company info
Find company info
Action
Find email thread from current page
Find email thread from current page
Action
Get Salesforce lead
Get Salesforce lead
Action
Reply to email
Reply to email
Action
Create Salesforce lead
Create Salesforce lead
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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