Integrations used
Time saving
15 min
Action
Create
description
This Playbook will create a draft email to the specified Salesforce contact. It will generate the email based on your prompt by using OpenAI.
Saves at least
15 min
Create
draft email for a Salesforce contact using OpenAI
playbook Template
Create draft email for a Salesforce contact using OpenAI
This Playbook will create a draft email to the specified Salesforce contact. It will generate the email based on your prompt by using OpenAI.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Get Salesforce contact
Action
Create OpenAI composed email from text
Action
Bardeen's playbook leverages the power of OpenAI to draft personalized emails to your Salesforce contacts. In today's fast-paced sales environment, personalization at scale can significantly enhance engagement with potential clients. By automating the process of drafting emails, sales teams can ensure that each communication is tailored and relevant, without spending hours on manual writing. This playbook is an incredible asset for sales professionals looking to increase efficiency and maintain a high standard of personalization.
Here's how this workflow generates a draft email for a Salesforce contact:
- Step 1: Get Salesforce contact - This command retrieves information of a Salesforce contact based on your specified criteria. Salesforce is a CRM platform that centralizes customer information for businesses.
- Step 2: Merge text for prompt - Bardeen combines the information retrieved from Salesforce with your email writing prompt. This merged text will serve as the basis for generating the draft email.
- Step 3: Create draft email with OpenAI - Utilizing OpenAI, Bardeen crafts a composed email based on the prompt created in the previous step. The draft is personalized to the contact's information obtained from Salesforce.
How to run the playbook
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.
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.
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.
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.
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.
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.
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.
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.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce integrations and OpenAI integrations.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.