When it comes to managing customer relationships and streamlining sales processes, Salesforce and Bardeen.ai make a powerful duo. Salesforce, a leading cloud-based CRM platform, enables businesses to manage and interact with their customers in a more organized and efficient way. It offers a comprehensive suite of tools for sales, marketing, and customer service. However, with Bardeen.ai, users can take the Salesforce experience to the next level. Bardeen.ai lends itself to automate repetitive tasks, saving time and increasing productivity. It offers various pre-built playbooks specifically designed for Salesforce, such as Qualify LinkedIn Companies and Save to Salesforce and Copy all Salesforce opportunities to Coda, empowering users to get the most out of Salesforce.

Try popular Affinity + Salesforce automations

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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search
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Create
Salesforce leads from LinkedIn post commenters
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Create
a Salesforce lead from a LinkedIn profile
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Create
a Salesforce lead from a LinkedIn post
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Create
draft email for a Salesforce contact using OpenAI
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Send
an email to a Salesforce contact
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Get
social profiles of a Salesforce contact
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Create
a new Salesforce contact
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Create
a new Salesforce opportunity
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Create
a Salesforce contact from a LinkedIn profile
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Copy
all Salesforce Contacts to Notion
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Copy
all Salesforce Contacts to Airtable
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Create
a Salesforce opportunity from the currently opened email
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Send
Salesforce contact information in Slack

How to integrate Affinity + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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Bardeen Builder Flow
Salesforce
Affinity
Salesforce
Affinity

Build your own Affinity + Salesforce workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Integration tips for Affinity + Salesforce

Loved by over 300k users

"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
”With Bardeen I save 4 hours a day copy-pasting 200+ job listings, searching for decision makers to close sales, and sharing these job opportunities with our students.”
“Before using Bardeen, I’d spend one month manually qualifying leads. To make things worse, these leads weren’t always trustworthy. Generating leads is easy, but qualifying leads is hard. Thanks to Bardeen, I can qualify leads in 1-2 hours and am confident that these leads are well-qualified.”

Available actions & triggers

Delete Affinity Opportunity
Action
When list is created
Trigger
Create Salesforce opportunity
Action
Create Affinity Organization
Action
Get Salesforce account
Action
When Affinity Person is created
Trigger
Update Salesforce contact
Action
Create Salesforce contact
Action
Delete Affinity Organization
Action
Get Salesforce opportunity
Action
Get Affinity Person
Action
Delete Affinity Person
Action
Get Affinity Organization
Action

Learn more about the apps

Integrate any app with Affinity + Salesforce

Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

How can Salesforce integration with Bardeen.ai benefit my business?
Is my data secure when I use Bardeen.ai with Salesforce?
Can I share my Salesforce automation playbooks with others?
What are some examples of Salesforce automation tasks I can do using Bardeen.ai?
Can I automate Salesforce tasks using Bardeen.ai?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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