Google Mail
Microsoft Excel
Apollo.io
Workflow Template

Qualify and export contact to Microsoft Excel when email is received in Gmail

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 Microsoft Excel with information obtained from Apollo enrichment.
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When email received
Trigger
Get contact info
Action
Classify customized text
Action
Add a row to Microsoft Excel worksheet
Action
Merge text
Action

How does this automation work?

Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Looking to streamline your email lead management? This automation has you covered! This tool scans incoming emails in Gmail, automatically qualifying leads based on your specific criteria. Once qualified, the leads are seamlessly saved to Microsoft Excel, enriched with detailed information obtained from Apollo.

Imagine receiving a high volume of emails daily, each containing potential business opportunities. Instead of manually sifting through emails and organizing leads, this automation handles the heavy lifting for you. It ensures that qualified leads are promptly captured and stored in a structured format.

Managing email leads manually can be time-consuming and prone to errors. With this automation, you can efficiently identify and categorize leads in Excel, leveraging Apollo's data enrichment capabilities to gather comprehensive contact details.

Whether you're tracking sales inquiries, nurturing prospects, or building client databases, 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 Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel when email is received in Gmail

To export contacts to Excel 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 Microsoft Excel with information obtained from Apollo enrichment.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify and export contact to Microsoft Excel when email is received in Gmail
Qualify and export contact to Microsoft Excel when email is received in Gmail
Qualify and export contact to Microsoft Excel when email is received in Gmail
Types:
Both
Actions
Triggers
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Add contacts to sequence
Add contacts to sequence
Action
Get organization info
Get organization info
Action
Add a row to Microsoft Excel worksheet
Add a row to Microsoft Excel worksheet
Action
Get contact info
Get contact info
Action
When row is added or updated in a Microsoft Excel worksheet
When row is added or updated in a Microsoft Excel worksheet
Trigger
Find emails
Find emails
Action
Get table data from Microsoft Excel worksheet
Get table data from Microsoft Excel worksheet
Action
Update email labels
Update email labels
Action
Archive email
Archive 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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