How to connect Capterra + Salesforce

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Try popular Capterra + Salesforce automations

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Get

a list of products from the currently opened Capterra product search page

Saves 2 min

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Get

product data from the currently opened Capterra product page

Saves 2 min

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Enrich

contact information in a Google Sheet and create or update Salesforce contacts

Saves 30 min

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Qualify

a lead from Salesforce and create a Salesforce contact

Saves 20 min

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Qualify

LinkedIn Companies and Save to Salesforce

Saves 25 min

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Copy

all Salesforce opportunities to Coda

Saves 20 min

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Copy

all Salesforce opportunities to Notion

Saves 20 min

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Copy

all Salesforce opportunities to Airtable

Saves 20 min

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Copy

all Salesforce opportunities to Google Sheets

Saves 20 min

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Copy

all Salesforce accounts to Notion

Saves 20 min

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Copy

all Salesforce Contacts to Coda

Saves 20 min

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Copy

all Salesforce accounts to Coda

Saves 20 min

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Copy

all Salesforce accounts to Airtable

Saves 20 min

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Copy

all Salesforce accounts to Google Sheets

Saves 20 min

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Enrich

and update a Salesforce lead's record with new information

Saves 15 min

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Create

a draft email in Gmail for a Salesforce contact using OpenAI

Saves 15 min

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Enrich

and update a Salesforce contact's record with new information

Saves 20 min

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Save

a Salesforce contact as a new HubSpot contact

Saves 2 min

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Save

a Salesforce account to HubSpot as new company

Saves 2 min

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Create

a Salesforce account from a LinkedIn company profile and send a Slack message

Saves 5 min

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Create

Salesforce leads from LinkedIn people search

Saves 20 min

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Create

Salesforce leads from LinkedIn post commenters

Saves 25 min

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Create

a Salesforce lead from a LinkedIn profile

Saves 5 min

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Create

a Salesforce lead from a LinkedIn post

Saves 5 min

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Create

draft email for a Salesforce contact using OpenAI

Saves 15 min

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Send

an email to a Salesforce contact

Saves 2 min

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Get

social profiles of a Salesforce contact

Saves 10 min

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Create

a new Salesforce contact

Saves 2 min

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Create

a new Salesforce opportunity

Saves 2 min

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Create

a Salesforce contact from a LinkedIn profile

Saves 4 min

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Copy

all Salesforce Contacts to Notion

Saves 20 min

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Copy

all Salesforce Contacts to Airtable

Saves 20 min

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How to integrate Capterra + Salesforce

Step 1

Install Bardeen extension from Chrome Web Store.

Step 2

Find a pre-built automation.

Step 2

Let AI build the automation for you.

Step 3

Run your automation.

That’s it! More time to work on other things.

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Salesforce

Capterra

Build your own Capterra + 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 Capterra + Salesforce

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HubSpot CRM integrations can consolidate and automate business processes and enhance sales performance.

HubSpot

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Data Enrichment

The ultimate Salesforce CRM automation guide for SDRs and BDRs

Learn how to automate your sales process using Salesforce with this ultimate guide for SDRs and BDRs. From internal architecture to third-party platforms, discover everything you need to streamline your workflow and improve your sales performance.

Sales Process

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