Bardeen.ai's powerful integration of Salesforce and Zapier helps organizations streamline their customer relationship management (CRM) and automate their business processes. Salesforce, a leading cloud-based CRM platform, empowers businesses to manage and interact with their customers efficiently. On the other hand, Zapier, an automation platform, allows users to create time-saving workflows by connecting different web services. Combining these two platforms can revolutionize customer interactions, optimize workflow, and automate repetitive tasks, ultimately enhancing productivity. For instance, automations like copying all Salesforce opportunities to Coda, or saving details from the currently opened Zapier app page to Airtable can be achieved seamlessly, saving considerable time and effort.

Moreover, both Salesforce and Zapier are designed with a user-friendly interface and are highly customizable, allowing businesses to tailor their operations to their specific needs. With Bardeen.ai's integration, businesses can utilize these platforms to their full potential, ensuring efficient data management, effective communication, and smooth workflow automation. By leveraging the power of Salesforce and Zapier, businesses can focus on growth and innovation rather than repetitive manual tasks. Qualifying LinkedIn Companies and Saving to Salesforce or sending details from the currently opened Zapier app page to Slack are just a few of the many possibilities this integration offers.

Try popular Salesforce + Zapier automations

App Name Icon App Name Icon App Name Icon
Try it
Qualify
LinkedIn commenters and save contacts to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Export
Leads from LinkedIn Company Search to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Qualify
and create Salesforce lead when email is received
App Name Icon App Name Icon App Name Icon App Name Icon
Try it
Export
a GitHub profile as a Salesforce Contact
App Name Icon App Name Icon
Try it
Create
a new account profile in Salesforce from a company’s website
App Name Icon App Name Icon App Name Icon
Try it
Get
social profiles and information of all participants of a meeting and save to Salesforce
App Name Icon App Name Icon App Name Icon
Try it
Enrich
contact information in a Google Sheet and create or update Salesforce contacts
App Name Icon App Name Icon
Try it
Qualify
a lead from Salesforce and create a Salesforce contact
App Name Icon App Name Icon
Try it
Qualify
LinkedIn Companies and Save to Salesforce
App Name Icon App Name Icon
Try it
Save
details from the currently opened Zapier app page to Notion
App Name Icon App Name Icon
Try it
Save
details from the currently opened Zapier app page to Coda
App Name Icon App Name Icon
Try it
Save
details from the currently opened Zapier app page to Airtable
App Name Icon App Name Icon App Name Icon
Try it
Send
summarized details from the currently opened Zapier app page to Slack
App Name Icon App Name Icon
Try it
Send
details from the currently opened Zapier app page to Slack
App Name Icon App Name Icon
Try it
Save
details from the currently opened Zapier app page to Google Sheets
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce opportunities to Google Sheets
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Notion
App Name Icon App Name Icon
Try it
Copy
all Salesforce Contacts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Coda
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Airtable
App Name Icon App Name Icon
Try it
Copy
all Salesforce accounts to Google Sheets
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce lead's record with new information
App Name Icon App Name Icon
Try it
Save
the currently opened Zapier apps page to Notion
App Name Icon App Name Icon
Try it
Save
the currently opened Zapier apps page to Coda
App Name Icon App Name Icon
Try it
Save
the currently opened Zapier apps page to Airtable
App Name Icon App Name Icon
Try it
Save
the currently opened Zapier apps page to Google Sheets
App Name Icon App Name Icon App Name Icon
Try it
Create
a draft email in Gmail for a Salesforce contact using OpenAI
App Name Icon App Name Icon App Name Icon
Try it
Enrich
and update a Salesforce contact's record with new information
App Name Icon App Name Icon
Try it
Save
a Salesforce contact as a new HubSpot contact

How to integrate Salesforce + Zapier

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

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

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

Learn more

Discover what you can automate

Integration tips for Salesforce + Zapier

Loved by over 300k users

This playbook has become my secret weapon, saving me at least 1 hour each day!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!
At Deel, speed and responsiveness are core to our culture and by leveraging Bardeen to automate repetitive workflows, our Sales and Ops teams can do more in less time to help serve our customers better! It's been an absolute gamechanger to roll out Bardeen’s AI automation across the org!

Available actions & triggers

Learn more about the apps

Integrate any app with Salesforce + Zapier

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 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 Zillow Zoom

Frequently asked questions

Is the data in my Salesforce and Zapier accounts secure when using Bardeen.ai?
Can I share my Salesforce and Zapier automations with my team?
What types of tasks can be automated with the Salesforce and Zapier integration?
How can the Salesforce and Zapier integration help me improve my sales process?
Can I use Bardeen.ai to automate tasks between Salesforce and Zapier?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
Little Rocket Ship
Launch your productivity boost today.
Try it – it's free

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.
By clicking “Accept All Cookies”, you agree to the storing of cookies. View our Privacy Policy for more information.