Integrations used
Time saving
2 min
Action
Create
description
This automation will create a new person in Salesloft and add the person to a cadence when an email with specific content is received in Gmail
Saves at least
2 min
Create
new person in Salesloft and add to cadence when email is received in Google Mail
playbook Template
Create new person in Salesloft and add to cadence when email is received in Google Mail
This automation will create a new person in Salesloft and add the person to a cadence when an email with specific content is received in Gmail
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.
Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.
This is some text inside of a div block.
This is some text inside of a div block.
How does this automation work?
When email received
Trigger
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
How to run the playbook
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
.svg)
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
.svg)
Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
The #1 AI Automation Extension for Chrome
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.