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Bardeen Enrichment
Google Mail
Salesforce
playbook Template

Enrich and export contacts from labeled emails in Gmail to Salesforce

This Playbook will find all emails with your chosen label. It will then get all contact information associated with the email address for each email and export the data to Salesforce.

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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This playbook has been deprecated.
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How does this automation work?

Find emails
Action
Get a person's data from email address
Action
Create Salesforce lead
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Enrich and export contacts from labeled emails in Gmail to Salesforce
Enrich and export contacts from labeled emails in Gmail to Salesforce
Enrich and export contacts from labeled emails in Gmail to Salesforce
Types:
Both
Actions
Triggers
Find tasks in Salesforce
Find tasks in Salesforce
Action
When email is starred
When email is starred
Trigger
Get Salesforce account
Get Salesforce account
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
Update Salesforce contact
Update Salesforce contact
Action
Find profiles
Find profiles
Action
Update email labels
Update email labels
Action
When email is received
When email is received
Trigger
Forward email
Forward email
Action
Archive email
Archive email
Action
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FAQs

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.

Playbooks: My shared playbook is not updating, how can I share an updated version?

For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. ‍To do this: ‍1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again

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

Scraper: If I scrape LinkedIn profiles, will they see me checking their profile?

Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.

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”.

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.

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