Integrations used
Saves at least
2 min
Send
an email to a Salesforce contact
playbook Template
Send an email to a Salesforce contact
This playbook will send an email to a Salesforce contact.
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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How does this automation work?
Get Salesforce contact
Action
Convert Text to email addresses
Action
Send email
Action
Bardeen's automation playbook enables users to easily send targeted emails to Salesforce contacts, enhancing the efficiency of sales prospecting efforts. This capability is particularly useful for sales professionals aiming to maintain consistent communication with their leads and customers within Salesforce's robust CRM environment. By automating the email outreach process, sales teams can save time and focus on more strategic tasks that contribute to business growth.
Here's how this workflow sends an email to a Salesforce contact:
- Step 1: Retrieve Salesforce Contact - Bardeen retrieves contact details from Salesforce using a search expression that you provide. Salesforce is a comprehensive platform for managing customer relationships and sales pipelines.
- Step 2: Convert to Email Address - The retrieved contact information is processed to extract the email address, preparing it for the next step of sending an email.
- Step 3: Send Email - Bardeen uses Google Mail to send an email to the contact obtained from Salesforce. You'll need to specify the email subject and body, ensuring your message reaches the intended recipient.
How to run the playbook
Ever wished you had a quick and efficient way to send emails to your Salesforce contacts without leaving the platform? Your wish is our command! With this automation, you can effortlessly send emails to your Salesforce contacts.
Say goodbye to the hassle of switching between applications or copying and pasting email addresses. This automation simplifies your workflow by allowing you to compose and send emails directly to your contacts with just one click. Whether you're a salesperson following up on leads, a customer support representative providing timely assistance, or a marketer nurturing relationships, this playbook saves you valuable time and effort.
No more delays or missed opportunities. By streamlining your email communications, you can stay organized, improve response times, and enhance your customer interactions.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce 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 Salesforce and Gmail.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will prompt you to enter a subject line, the body of the email, the Salesforce contact to send the email to and an optional CC field.
Click on “Remember Inputs” and checkmark Salesforce and Gmail. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook
Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to quickly send an email to a Salesforce contact. It will create and send the email to the contact with one click.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce integrations and Gmail integrations.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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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.
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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
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.