Salesforce, a top-tier cloud-based CRM platform, transforms how businesses engage with their customers by centralizing sales, marketing, and customer service operations. Bardeen's AI Copilot automates monotonous tasks within Salesforce without the need for coding expertise and unlocks new strategies for your GTM team to build pipeline and close deals.
Bardeen automates your Salesforce CRM by integrating it with your entire software ecosystem. From data syncs with customer data sources, API integrations with cold outreach tools, and connections with enrichment tools.
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Improve business processes and operations
Use pre-built AI-powered playbooks to streamline sales, marketing, and operation workflows.
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Drag and drop interface using the process builder
Integrate sales app functionality, sync data, and test workflows all in real-time.
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Migrate from legacy systems
Bring customer data and external data from other systems with your SFDC integrations platform.
Overall rating:
4.9
Increase sales rep efficiency
Equip sales reps with the latest information on prospects, and streamline processes so they can focus on what matters - selling.
Integrate and connect critical data from Salesforce into sales workflows
Automate customer management apps like Salesforce, HubSpot, Pipedrive, and more.
Salesforce
Integrate Salesforce to create end-to-end playbooks that automate sales processes, marketing tasks, and any operations workflow. Sales automation is effortless using Bardeen's catalogue of pre-built playbooks - no Salesforce API or coding required.
Create a new Salesforce lead based on LinkedIn message content
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
20 min
How it works
This Playbook will create a Salesforce lead based on the content of LinkedIn messages and LinkedIn profile information for the most recent message received on the LinkedIn messaging page.
Output
How it works
This Playbook will create a Salesforce lead based on the content of LinkedIn messages and LinkedIn profile information for the most recent message received on the LinkedIn messaging page.
Add a Salesforce contact to a Salesloft cadence
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
10 min
How it works
This Playbook will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.
Output
How it works
This Playbook will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.
Add a Salesforce contact to a Lemlist campaign
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
2 min
How it works
This Playbook will add a Salesforce contact to a Lemlist campaign with a few clicks.
Output
How it works
This Playbook will add a Salesforce contact to a Lemlist campaign with a few clicks.
Qualify LinkedIn commenters and save contacts to Salesforce
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
40 min
How it works
This Playbook will import comments from a LinkedIn post and the corresponding commenter's LinkedIn profile information. It will then qualify the profiles and comments based on your custom criteria and saved the qualified leads to Salesforce as new leads.
Output
How it works
This Playbook will import comments from a LinkedIn post and the corresponding commenter's LinkedIn profile information. It will then qualify the profiles and comments based on your custom criteria and saved the qualified leads to Salesforce as new leads.
Retrieve critical data, add customers to email sequences, and update properties using external data.
Bardeen automations are built with a sequence of actions and triggers like these:
Update Salesforce contact
Action
Get Salesforce lead
Action
Get Salesforce account
Action
Get Salesforce opportunity
Action
Get Salesforce contact
Action
Create Salesforce lead
Action
Create Salesforce account
Action
Create Salesforce opportunity
Action
Built for the way RevOps teams work.
Explore and test playbooks for faster decisions and stronger collaboration.
Fuel your GTM impact with Bardeen today.
Frequently asked questions
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