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
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
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
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.
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”.
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
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.