Create a Salesforce lead from the currently opened email

Steps:

Bardeen's playbook leverages the power of OpenAI to extract contact information from an open email and creates a Salesforce lead automatically. This workflow is ideal for sales professionals looking to capture lead information quickly and efficiently without manual data entry, thereby saving time and enhancing productivity. It's particularly helpful for those who receive a high volume of potential leads via email and need to streamline their lead management process.

Here's how this workflow transforms the currently opened email into a Salesforce lead:

• Step 1: Identify Email Thread - Bardeen starts by finding the email thread in your open Gmail tab, ensuring you have the right context for lead creation.
• Step 2: Extract Sender Information - The sender's information is then converted to text, ready for further processing.
• Step 3: Find Email Address - Bardeen extracts the email address from the sender's information for lead enrichment.
• Step 4: Enrich Data with Bardeen - Using Bardeen, the email address is used to find social media links and other available data to enrich the lead's profile.
• Step 5: Separate Lead Name - The full name obtained from Bardeen is split to identify the first and last name, which are essential for creating a lead in Salesforce.
• Step 6: Create Salesforce Lead - With all the necessary information now processed, a new lead is created in Salesforce, containing the contact's first and last name, email, and enriched data.

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.