Create a Salesforce opportunity from the currently opened email

Steps:

Bardeen's automation playbook transforms the way you capture opportunities directly from your inbox by creating Salesforce opportunities from the currently opened email. This playbook leverages the power of OpenAI to summarize the contents of an email, ensuring that the opportunity in Salesforce reflects the key information. It's designed for sales professionals looking to minimize manual data entry, increase accuracy in opportunity creation, and enhance their productivity.

Here's how this workflow creates a Salesforce opportunity from an email:

• Step 1: Find email thread - Bardeen locates the email thread from your currently opened email in Gmail, ensuring that the relevant conversation is captured.
• Step 2: Summarize email content - OpenAI is employed to provide a concise summary of the email, extracting the essence of the communication to aid in opportunity creation.
• Step 3: Create Salesforce opportunity - With the summarized information, an opportunity is created in Salesforce. You'll be prompted to provide the opportunity name and stage to tailor the entry to your sales process.

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.