Salesforce, a top-tier cloud-based CRM platform, transforms how businesses engage with their customers by centralizing sales, marketing, and customer service operations. Paired with Bardeen, this dynamic duo offers unparalleled efficiency in managing customer interactions. Bardeen acts as an intelligent browser extension, automating monotonous tasks within Salesforce without the need for coding expertise. Users can simply specify their requirements, and Bardeen's AI crafts an actionable playbook. Bardeen not only accelerates workflows but also enhances decision-making by ensuring that valuable insights are readily accessible. This integration empowers businesses to operate more effectively, focusing on growth and customer satisfaction.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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.
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.
Available actions & triggers
Create a record in Salesforce
Action
Find records in Salesforce
Action
Find records in Salesforce using SOQL query
Action
Update Salesforce contact
Action
Get Salesforce lead
Action
Get Salesforce account
Action
Get Salesforce opportunity
Action
Get Salesforce contact
Action