Google MailSalesforceClearbitOpenAI
Workflow Template

Create a Salesforce contact from the currently opened email

This automation will find a contact's first name and last name from the currently opened email using OpenAI and create a Salesforce contact with the information.
The #1 free AI Automation extension for Chrome
Find email thread from current page
Action
Convert to text
Action
Find social media links from email
Action
Split string
Action
Get element from array
Action
Create Salesforce contact
Action
Find email thread from current page
Action
Convert to text
Action
Find social media links from email
Action
Split string
Action
Get element from array
Action
Create Salesforce contact
Action

How does this automation work?

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 - Using Clearbit, 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.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Streamline your contact management process with our automation that seamlessly extracts first and last names from the currently opened email using Clearbit. By harnessing the power of Clearbit, this automation automatically creates a Salesforce contact with the extracted information.

No more digging through email threads or manual data entry errors. This solution saves you valuable time and ensures accurate contact details for effective communication and relationship building.

Whether you're a sales representative trying to personalize your outreach or a customer support agent aiming to provide exceptional service, this automation simplifies your workflow.

Say goodbye to searching for contact information, the risk of incomplete data, and the challenges of maintaining accuracy across platforms. Embrace the ease of extracting names from emails and let this automation improve your contact management. 

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce and Gmail

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 and Salesforce.

Activate Bardeen (or press 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 prompt you to enter an optional lead source for Salesforce.

Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook

Whenever you want to create a new salesforce contact from an email 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 run the playbook to create a new Salesforce contact from an email in Gmail.

 It will use Clearbit to gather as much information as possible and create a Salesforce contact with the information found. 

You can also edit the playbook and add your next action to further customize the automation.

Find more Gmail integrations and Salesforce integrations.

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

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a Salesforce contact from the currently opened email
Create a Salesforce contact from the currently opened email
Create a Salesforce contact from the currently opened email
Types:
Both
Actions
Triggers
Generate song from text
Generate song from text
Action
Find social media links from email (as text)
Find social media links from email (as text)
Action
Rank items from criteria
Rank items from criteria
Action
Classify text
Classify text
Action
Create draft email
Create draft email
Action
Forward email
Forward email
Action
Generate example schedule
Generate example schedule
Action
Generate code
Generate code
Action
Create song with OpenAI
Create song with OpenAI
Action
Create Salesforce account
Create Salesforce account
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

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.

Combine it all to create workflows

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.

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Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

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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.

Google Mail
Google Mail
Salesforce
Salesforce
Clearbit
Clearbit
This is some text inside of a div block.
Autobook Icon
Google Mail
Create a Salesforce contact from the currently opened email
Salesforce
Create a Salesforce contact from the currently opened email
Clearbit
Create a Salesforce contact from the currently opened email
This is some text inside of a div block.
Create a Salesforce contact from the currently opened email

Create a Salesforce contact from the currently opened email

This automation will find a contact's first name and last name from the currently opened email using OpenAI and create a Salesforce contact with the information.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

Streamline your contact management process with our automation that seamlessly extracts first and last names from the currently opened email using Clearbit. By harnessing the power of Clearbit, this automation automatically creates a Salesforce contact with the extracted information.

No more digging through email threads or manual data entry errors. This solution saves you valuable time and ensures accurate contact details for effective communication and relationship building.

Whether you're a sales representative trying to personalize your outreach or a customer support agent aiming to provide exceptional service, this automation simplifies your workflow.

Say goodbye to searching for contact information, the risk of incomplete data, and the challenges of maintaining accuracy across platforms. Embrace the ease of extracting names from emails and let this automation improve your contact management. 

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce and Gmail

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 and Salesforce.

Activate Bardeen (or press 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 prompt you to enter an optional lead source for Salesforce.

Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook

Whenever you want to create a new salesforce contact from an email 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 run the playbook to create a new Salesforce contact from an email in Gmail.

 It will use Clearbit to gather as much information as possible and create a Salesforce contact with the information found. 

You can also edit the playbook and add your next action to further customize the automation.

Find more Gmail integrations and Salesforce integrations.

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

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

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Creator
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Last update:
January 31, 2024
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