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Bardeen Enrichment
Google Mail
Salesloft
playbook Template

Export a contact from the currently opened email in Gmail to a Salesloft cadence

This Playbook will get and enrich the email address from the currently opened email thread and export the data to a Salesloft cadence.

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?

Find email thread from current page
Action
Get a person's data from email address
Action
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Staying on top of your email outreach can be a challenge, especially when you're juggling multiple leads and campaigns. This Playbook simplifies the process by automatically capturing email addresses from the currently opened email thread and enriching them with additional details. Once enriched, the data is seamlessly exported into your Salesloft cadence, ensuring your lead nurturing is always up-to-date.

This automation is perfect for sales teams who need to quickly integrate contact information into their outreach strategy and for marketers looking to streamline their workflow.

Say goodbye to manual data entry and hello to more efficient, targeted communication that saves you time and reduces the risk of missing valuable leads.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail and Salesloft

You will be redirected to install the browser extension when you run it for the first time. 

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks, if you already have the Bardeen extension installed. Bardeen will also prompt you to integrate Gmail and Salesloft.

To use the Playbook, navigate to an email on Gmail.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to “run the playbook”. 

Click on “Save Input” and checkmark Gmail. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to export a contact from the currently opened email in Gmail to a Salesloft cadence

To export a contact to a Salesloft cadence, go to an email on Gmail run the playbook. 

It will get and enrich the email address from the currently opened email thread and export the data to your Salesloft cadence.

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Export a contact from the currently opened email in Gmail to a Salesloft cadence
Export a contact from the currently opened email in Gmail to a Salesloft cadence
Export a contact from the currently opened email in Gmail to a Salesloft cadence
Types:
Both
Actions
Triggers
Send email
Send email
Action
Create draft email
Create draft email
Action
Get company info from domain
Get company info from domain
Action
Find profiles
Find profiles
Action
Delete email
Delete email
Action
Forward email
Forward email
Action
When email is starred
When email is starred
Trigger
Find emails
Find emails
Action
Find email thread from current page
Find email thread from current page
Action
When email received
When email 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?

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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