Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Make your lead generation process a breeze with this automation! Powered by Clearbit, this automation swiftly extracts a contact's first name and last name from the currently opened email and automatically creates a Salesforce lead.
No more grappling with incomplete contact information or wasting time on manual data entry. This solution ensures that your Salesforce leads are promptly generated with accurate details, empowering you to pursue valuable opportunities.
Whether you're a sales professional looking to expand your pipeline or a marketing specialist seeking to engage with qualified leads, this automation streamlines your workflow.
Say goodbye to searching for contact details, the risk of missing out on potential leads, and the challenges of lead data 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 lead 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 lead from an email in Gmail. It will use Clearbit to gather as much information as possible and create a Salesforce lead with the information found.
You can also edit the playbook and add your next action to further customize the automation.
Find more Gmail integrations, 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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