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!
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.
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.
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