Combining the power of Capterra and Salesforce through Bardeen.ai can open up a new world of seamless and efficient workflows. Capterra, a comprehensive software directory, is an excellent tool for finding and comparing software, while Salesforce, a leading CRM platform, is known for its robust customer relationship management capabilities. Together, they can streamline the process of identifying potential software solutions, gathering information, and managing relationships with software vendors.

With Bardeen's automation playbook, you can easily extract a list of products from a Capterra search page and save it to Salesforce. This integration reduces manual data entry and ensures that all relevant information is captured and stored in your CRM. Furthermore, with the ability to copy all Salesforce opportunities to Coda or other productivity tools, you can keep your team informed and aligned.

Try popular Capterra + Salesforce automations

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Save
product data from the currently opened Capterra product page to Google Sheets
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Save
a list of Capterra products to Google Sheets
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Get
a list of products from the currently opened Capterra product search page
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Get
product data from the currently opened Capterra product page
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Qualify
LinkedIn commenters and save contacts to Salesforce
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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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

How to integrate Capterra + 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.
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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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Loved by over 300k users

Bardeen was able to save valuable time for our SDR's, which they can now spend on communication with customers, which brings us higher revenues
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
Bardeen's automations are invaluable to us. We could do the work by hand, but it’s so time consuming that we likely wouldn’t even consider it as a lead generation avenue. Bardeen makes an entire avenue of lead generation possible that would have otherwise been too costly due to the amount of man hours required for our team to do the same work.

Available actions & triggers

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Integrate any app with Capterra + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen 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 Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams 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

What happens if I exceed my plan’s credit limit?
Can I run the automation even when my computer is off?
How secure is the data I automate from Capterra to Salesforce?
Can I share the automation playbook with my team?
Can I automate the process of extracting data from Capterra to Salesforce?
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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