Create draft email for a Salesforce contact using OpenAI

Tired of spending countless hours crafting individual emails to your Salesforce contacts? We hear you! This automation generates draft emails for specified Salesforce contacts based on your prompt.

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Say goodbye to the frustration of writer's block and endless revisions. With this automation, you can finally reclaim your time and energy. Whether you're following up on a hot lead, nurturing prospects, or providing updates to your valued customers, this automation takes the pain out of email composition.

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No more staring at a blank screen or struggling to find the right words. Let the power of automation do the heavy lifting for you. Experience the freedom to focus on building meaningful relationships while this tool effortlessly creates compelling email content. 

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Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce

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 Salesforce. 

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Activate Bardeen (or hit 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 ask you to enter an OpenAI prompt and a Salesforce contact.

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

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Step 2: Run the playbook

When you want to create a draft email for a Salesforce contact using OpenAI, or hit 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. Enter your prompt for OpenAI.

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It will pair your prompt with information from the Salesforce contact and create a draft email based on your inputs and show you the draft email on the screen.

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

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Find more Salesforce integrations and OpenAI integrations.

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You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.

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