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Bardeen Enrichment
Google Mail
Salesforce
playbook Template

Qualify and create Salesforce lead when email is received

This automation will scan all incoming emails in Gmail and qualify leads based on your custom criteria. It will then save the qualified leads to Salesforce as new leads.

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?

When email received
Trigger
Get a person's data from email address
Action
Classify customized text
Action
Create Salesforce lead
Action
Merge text
Action
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How to run the playbook

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Available actions & triggers

Apps:
Qualify and create Salesforce lead when email is received
Qualify and create Salesforce lead when email is received
Qualify and create Salesforce lead when email is received
Types:
Both
Actions
Triggers
Create draft email
Create draft email
Action
Delete email
Delete email
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
Create Salesforce contact
Create Salesforce contact
Action
Find records in Salesforce
Find records in Salesforce
Action
When email received
When email received
Trigger
Find a person’s email address by name
Find a person’s email address by name
Action
Create Salesforce lead
Create Salesforce lead
Action
Find email thread from current page
Find email thread from current page
Action
Forward email
Forward email
Action
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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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