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Microsoft Outlook Mail
Salesloft
playbook Template

Create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook

This automation will monitor your inbox in Microsoft Outlook for emails with specific keywords in the subject or body, and add contacts to a cadence in Salesloft

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?

When email is received in Microsoft Outlook
Trigger
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
Run this Microsoft Outlook Mail automation with Bardeen in minutes.

How to run the playbook

Managing email workflows manually can be tedious and prone to errors. This automation monitors your Microsoft Outlook inbox for emails containing specific keywords in the subject or body. When it finds a match, it adds the contact to a cadence in Salesloft.

No more sifting through countless emails or missing out on key opportunities. This automation ensures you never overlook important leads or follow-ups, streamlining your workflow and boosting productivity.

For example, if you receive an email with "urgent lead" in the subject, the automation will capture the contact and add them to your Salesloft cadence automatically. Another scenario is when an email includes "demo request" in the body, ensuring timely and appropriate follow-up.

By integrating Outlook with Salesloft, this Playbook helps you maintain a seamless and efficient sales process, allowing you to focus on closing deals and nurturing relationships.

Let’s set it up!

Step 1: Save the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesloft and Microsoft Outlook, if you haven’t done so already. 

Step 2: Run the autobook to create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook

Make sure the automation is activated (toggled on).

This automation will keep an eye on your Microsoft Outlook inbox for emails containing specific keywords in the subject or body, and it will add the contacts from those emails to a cadence in Salesloft.

Run this Microsoft Outlook Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook
Create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook
Create new person in Salesloft and add to cadence when new email is received in Microsoft Outlook
Types:
Both
Actions
Triggers
Add a person to a cadence in Salesloft
Add a person to a cadence in Salesloft
Action
Get an email from Microsoft Outlook
Get an email from Microsoft Outlook
Action
Send draft Microsoft Outlook email
Send draft Microsoft Outlook email
Action
Create and send Microsoft Outlook email
Create and send Microsoft Outlook email
Action
Create or update a person in Salesloft
Create or update a person in Salesloft
Action
Create Microsoft Outlook email draft
Create Microsoft Outlook email draft
Action
Find emails in Microsoft Outlook
Find emails in Microsoft Outlook
Action
Find emails
Find emails
Action
When email is received in Microsoft Outlook
When email is received in Microsoft Outlook
Trigger
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