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Bardeen EnrichmentGoogle MailGoogle Sheets
Qualify
leads from newly received emails and save to Google Sheets
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Bardeen Enrichment
Google Mail
Google Sheets
LinkedIn
playbook Template

Qualify leads from newly received emails and save to Google Sheets

This automation will collect data from sources such as Apollo and LinkedIn for the sender of each new email received. Afterward, it will qualify the leads using the gathered information and your custom classifier. The results will then be saved to a Google Sheets spreadsheet.
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How does this automation work?

Run Playbook
When email received
Trigger
Get a person's data from email address
Action
Merge table columns
Action
Classify customized text
Action
Add data to sheet tab
Action

Automating lead qualification can significantly reduce manual tasks for sales teams, allowing them to focus on high-probability prospects. Bardeen's integration with email, Apollo.io, LinkedIn, and Google Sheets offers an opportunity to streamline this process. This workflow automatically collects data from new emails, qualifies leads using enriched information, and saves them to Google Sheets for further action—empowering your business to make data-driven decisions efficiently.

Here's how this workflow qualifies leads from new emails and saves them to Google Sheets:

  • Step 1: Trigger on new email - When a new email is received, Bardeen gets the sender's contact information from Apollo based on the email address.
  • Step 2: Get contact info from Apollo - Apollo.io integration allows for the collection of detailed contact information, enhancing lead profiles for better qualification.
  • Step 3: Scrape LinkedIn data - Using Scraper, Bardeen collects additional data from LinkedIn profiles linked to the contacts, providing a richer lead profile.
  • Step 4: Merge contact information - Scraper integrates the collected data from personal LinkedIn profiles and company pages, ensuring a comprehensive view of the lead.
  • Step 5: Save to Google Sheets - The enriched and qualified lead data is then saved to a Google Sheets spreadsheet, creating a centralized repository for easy access and further action.
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Available actions & triggers

Apps:
Qualify leads from newly received emails and save to Google Sheets
Qualify leads from newly received emails and save to Google Sheets
Qualify leads from newly received emails and save to Google Sheets
Types:
Both
Actions
Triggers
What are actions & tiggers?
Archive email
Archive email
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Verify email address
Verify email address
Action
Create draft email
Create draft email
Action
Find a person’s email address by name
Find a person’s email address by name
Action
Update or add rows in/to sheet
Update or add rows in/to sheet
Action
Find emails
Find emails
Action
Send email
Send email
Action
Find Google Sheets
Find Google Sheets
Action
When row is added to or changed in Google Sheet
When row is added to or changed in Google Sheet
Trigger
how does bardeen work?

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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.

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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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