Qualify and export contact to Google Sheets when email is received
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How does this automation work?
How to run the playbook
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.
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FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
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