Google Mail
Google Sheets
Apollo.io
Workflow Template

Qualify and export contact to Google Sheets 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 Google Sheets with all the contact information obtained from Apollo enrichment.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
When email received
Trigger
Get contact info
Action
Classify customized text
Action
Add data to sheet tab
Action
Merge text
Action

How does this automation work?

Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Managing email leads effectively can be a daunting task, but this automation is here to simplify the process! This tool scans incoming emails in Gmail, automatically qualifying leads based on your custom criteria. It then saves the qualified leads to Google Sheets, enriched with comprehensive contact information obtained from Apollo.

Imagine receiving a flood of emails daily and needing to identify potential leads quickly. This automation streamlines lead qualification, eliminating the need for manual sorting and ensuring that valuable opportunities are not overlooked.

Navigating email workflows manually poses challenges, such as time-consuming lead qualification and data entry errors. With this automation, you can efficiently identify and organize leads in Google Sheets, leveraging Apollo enrichment to gather detailed contact information.

Whether you're managing sales inquiries, nurturing prospects, or organizing outreach efforts, this Playbook empowers you to optimize lead management and drive business growth with ease.

Let’s set it up!

Step 1: Pin the playbook and integrate Google Sheets and Gmail

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and Gmail.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. 

Make sure the automation is toggled on.

Step 2: Run the playbook to qualify and export contact to Google Sheets when email is received

To export contacts to Google Sheets when an email is received, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and specify the spreadsheet.

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 Google Sheets with all the contact information obtained from Apollo enrichment.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify and export contact to Google Sheets when email is received
Qualify and export contact to Google Sheets when email is received
Qualify and export contact to Google Sheets when email is received
Types:
Both
Actions
Triggers
Forward email
Forward email
Action
Create Google Sheet
Create Google Sheet
Action
Get contact info
Get contact info
Action
Add data to sheet
Add data to sheet
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
Get table from Google Sheet
Get table from Google Sheet
Action
Find emails
Find emails
Action
Find Google Sheets
Find Google Sheets
Action
Create draft email
Create draft email
Action
When email received
When email received
Trigger
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

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.

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.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use

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.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.