Integrations used
Time saving
30 min
Action
Generate
description
This Playbook will check if a LinkedIn profile is in Salesforce. If it’s not, Bardeen will add the profile as a new lead, generate a sales outreach email, and create a draft in Gmail.
Saves at least
30 min
Generate
a sales outreach email for a LinkedIn profile and save to Salesforce as a new lead
playbook Template
Generate a sales outreach email for a LinkedIn profile and save to Salesforce as a new lead
This Playbook will check if a LinkedIn profile is in Salesforce. If it’s not, Bardeen will add the profile as a new lead, generate a sales outreach email, and create a draft in Gmail.
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?
Scrape data on active tab
Action
Get a person's data from email address
Action
Get Salesforce lead
Action
Create Salesforce lead
Action
Generate customized email
Action
Create draft email
Action
How to run the playbook
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FAQs
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
Tables: Is it possible to save data from a Table to a CSV file?
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.
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: 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.
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.
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”.