Create a Salesforce contact from the currently opened email

Steps:

Bardeen's automation playbook seamlessly integrates the power of OpenAI with Salesforce to create contacts directly from your email. By extracting the sender's name from an open email and using it to create a Salesforce contact, this workflow bridges the gap between your inbox and your CRM, optimizing your lead management process. Sales teams can now convert email interactions into actionable CRM data without manual entry.

Here's how you can turn an email into a Salesforce contact using Bardeen:

• Step 1: Identify Email Thread - Bardeen locates the email thread that is currently open in Gmail, ensuring the correct sender's details are captured for further action.
• Step 2: Convert Email to Text - It then converts the sender's information from the email thread to a text format, preparing it for data enrichment.
• Step 3: Enrich Email Data - Bardeen looks up social media profiles and other public information linked to the sender's email address to enrich the contact data.
• Step 4: Extract Sender's Name - The sender's full name is split into first and last names using the spaces as separators, crucial for a structured CRM entry.
• Step 5: Create Salesforce Contact - Finally, with the enriched data and extracted names, a new contact is created in Salesforce, your CRM solution for managing customer relationships and sales prospects.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.