Salesforce
Upwork

How to connect Salesforce + Upwork

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SalesforceUpwork

Combining the power of Salesforce and Upwork through Bardeen can revolutionize the way businesses manage their sales and freelance hiring processes. Salesforce, a leading CRM platform, streamlines sales and customer relationships, offering a centralized hub for businesses to store, analyze, and leverage customer data. Upwork, on the other hand, connects businesses with independent professionals and agencies globally, making it easier for companies to find and hire freelancers. Integrating these two powerful platforms through Bardeen enables businesses to automate and streamline tasks, improving efficiency and productivity.

For instance, with Bardeen's Copy all Salesforce accounts to Coda and Copy all Salesforce Contacts to Coda playbooks, businesses can easily manage and track their contacts and accounts. Similarly, Bardeen's Create a Salesforce lead from a LinkedIn profile playbook can assist businesses in enriching their lead data.

Try popular Salesforce + Upwork automations

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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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Create
a Salesforce opportunity from the currently opened email
Saves 4 min
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Send
Salesforce contact information in Slack
Saves 4 min
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How to integrate Salesforce + Upwork

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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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Upwork
Salesforce
Upwork
Salesforce

Build your own Salesforce + Upwork 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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Discover what you can automate

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Sales & Prospecting

For Sales & Prospecting professionals, managing leads, accounts, and opportunities in Salesforce can be time-consuming. With Bardeen, you can automate tasks like copying all Salesforce opportunities to various platforms, such as Coda or Google Sheets. This not only saves time but also ensures that all data is synchronized across platforms. Additionally, you can enrich Salesforce leads with data from LinkedIn profiles, enhancing your prospecting efforts.

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Recruiting

For Recruiters, finding the right talent on platforms like Upwork can be a challenge. Through Bardeen's Salesforce and Upwork integration, recruiters can automate the process of saving potential candidates' profiles as Salesforce contacts, ensuring seamless tracking and follow-up. Recruiters can also leverage Bardeen's Create a Salesforce contact from a LinkedIn profile playbook to enrich their candidate data.

Integration tips for Salesforce + Upwork

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
How to maximize sales: integrate LinkedIn with Pipedrive
Connect Pipedrive to LinkedIn. Discover how to automate LinkedIn activities and supercharge your sales process. The best apps for Pipedrive + LinkedIn.

Sales Process
Why HubSpot CRM integrations are essential for sales
HubSpot CRM integrations can consolidate and automate business processes and enhance sales performance.

HubSpot

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!”
Kathleen Hoffman
Sales Manager
Bardeen saves me 7 hours per week! I highly recommend using Bardeen whether you are doing outreach on LinkedIn, Instagram, or Facebook.
Kais Al Balkhi
Owner at ClientBoom.ai
This playbook has become my secret weapon, saving me at least 1 hour each day!
Charles Douglas
Executive Director of Optimize Curacao

Available actions & triggers

Learn more about the apps

Salesforce
Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that revolutionizes the way businesses manage and interact with their customers. With its comprehensive suite of tools and applications, Salesforce empowers organizations of all sizes to streamline their sales, marketing, customer service, and other business processes. The platform provides a centralized hub for businesses to store, analyze, and leverage customer data, enabling them to gain valuable insights and make informed decisions.
Similar apps:
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Upwork
Upwork
Upwork connects businesses with independent professionals and agencies around the globe. Where companies and freelancers work together in new ways. Bardeen integrates with Upwork to download job posts, freelancer profiles, and other valuable data from Upwork at scale, you can also integrate Upwork with your favorite tools like Notion, Airtable, ClickUp and etc to streamline your workflow.
Similar apps:
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Integrate any app with Salesforce + Upwork

Affinity 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 Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom
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Frequently asked questions

How do I get started with integrating Salesforce and Upwork using Bardeen?
Is it possible to save Upwork candidate profiles as Salesforce contacts using Bardeen?
Can I use Bardeen to enrich Salesforce lead data using information from LinkedIn profiles?
What types of tasks can I automate using the Salesforce and Upwork integration on Bardeen?
Can I integrate Salesforce and Upwork using Bardeen?
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.
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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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