Apollo.io
Crunchbase
Google Mail
Workflow Template

Draft a Sales Outreach email in Gmail from a Crunchbase Organization profile

This Playbook will enrich company information from the currently opened Crunchbase organization profile. It will then create a personalized draft sales outreach email in Gmail.
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Scrape data on active tab
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 supercharge your sales outreach efforts with enriched company information? This tool enriches company details directly from the currently opened Crunchbase organization profile, providing valuable insights to fuel your outreach strategy. Once enriched, it creates a personalized draft sales email in Gmail, tailored to engage prospects effectively.

Manually gathering and researching company information for outreach campaigns can be time-consuming and inefficient. Plus, crafting personalized emails that resonate with prospects requires careful attention to detail.

Imagine researching a company on Crunchbase and needing to translate that information into a compelling outreach email. Instead of toggling between platforms and drafting emails from scratch, this automation streamlines the process. It ensures that your outreach is informed, targeted, and personalized, optimizing your chances of connecting with potential clients.

Whether you're expanding your client base, launching new campaigns, or nurturing leads, this Playbook empowers you to optimize your sales outreach and drive business growth.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail and Crunchbase

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 and Crunchbase.

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 Crunchbase Organization profile

Go to a Crunchbase Organization profile 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 Crunchbase organization profile. 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 Crunchbase Organization profile
Draft a Sales Outreach email in Gmail from a Crunchbase Organization profile
Draft a Sales Outreach email in Gmail from a Crunchbase Organization profile
Types:
Both
Actions
Triggers
When label is added to email
When label is added to email
Trigger
Get organization info
Get organization info
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Update contact from enrichment
Update contact from enrichment
Action
Reply to email
Reply to email
Action
Create draft email
Create draft email
Action
Find email thread from current page
Find email thread from current page
Action
Find emails
Find emails
Action
When email received
When email received
Trigger
When email is received
When email is received
Trigger
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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?

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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?

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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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