Bardeen Enrichment
Google Mail
HubSpot
LinkedIn
playbook Template

Generate a sales outreach email from the current LinkedIn post and create a HubSpot note

This playbook will create an outreach email from the currently opened LinkedIn post. It will get the author's information using Bardeen Enrichment, reference the LinkedIn post and save the email as a draft in Gmail. It will then save the LinkedIn profile as a HubSpot contact (or update the contact record if it already exists) and log the activity with a HubSpot note.

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How does this automation work?

Scrape data on active tab
Action
Scrape data in the background
Action
Get a person's data from email address
Action
Generate customized email
Action
Create draft email
Action
Create HubSpot Contact
Action
Create note in HubSpot
Action
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How to run the playbook

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Available actions & triggers

Apps:
Generate a sales outreach email from the current LinkedIn post and create a HubSpot note
Generate a sales outreach email from the current LinkedIn post and create a HubSpot note
Generate a sales outreach email from the current LinkedIn post and create a HubSpot note
Types:
Both
Actions
Triggers
Find notes in HubSpot
Find notes in HubSpot
Action
When email is starred
When email is starred
Trigger
Get company info from domain
Get company info from domain
Action
Find emails
Find emails
Action
Update email labels
Update email labels
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Create note in HubSpot
Create note in HubSpot
Action
Delete a task in HubSpot
Delete a task in HubSpot
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
When a new Contact is created
When a new Contact is created
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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