Apollo.io
Google Mail
Workflow Template

Draft a sales outreach email in Gmail from a company's website

This Playbook will enrich company information from the currently opened website. It will then create a personalized draft sales outreach email in Gmail
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Get current page URL
Action
Find values using regular expression
Action
Get organization info
Action
Get page as HTML
Action
Convert html to text
Action
Generate customized email
Action
Create draft email
Action

How does this automation work?

Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Looking to enhance your sales outreach efforts? This tool enriches company information directly from the currently opened website, providing valuable insights to fuel your outreach strategy. Once enriched, it creates a personalized draft sales email in Gmail, tailored to engage prospects effectively.

Instead of manually researching company details and crafting individualized emails, this automation streamlines the process for you. It ensures that your outreach is well-informed and personalized, optimizing your chances of connecting with potential clients.

Managing outreach campaigns manually can be time-consuming and challenging, often resulting in generic messaging and missed opportunities. With this automation, you can efficiently gather company insights and craft personalized emails, enhancing your sales strategy and driving meaningful connections.

Whether you're reaching out to new leads, following up with prospects, or nurturing client relationships, this Playbook empowers you to optimize your sales outreach and achieve greater success.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail 

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 Gmail.

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. 

Click on “Save Input” and checkmark Gmail. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to draft a sales outreach email in Gmail from a company's website

Go to a company’s website and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the playbook, it will enrich company information from the currently opened website. It will then create a personalized draft sales outreach email in Gmail.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Draft a sales outreach email in Gmail from a company's website
Draft a sales outreach email in Gmail from a company's website
Draft a sales outreach email in Gmail from a company's website
Types:
Both
Actions
Triggers
Update contact from enrichment
Update contact from enrichment
Action
Get organization info
Get organization info
Action
When email is starred
When email is starred
Trigger
When label is added to email
When label is added to email
Trigger
Find email thread from current page
Find email thread from current page
Action
When email is received
When email is received
Trigger
Archive email
Archive email
Action
When email received
When email received
Trigger
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Update email labels
Update email labels
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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