Connecting Salesforce and Yelp via Bardeen.ai can unlock a new era of productivity and efficiency in your business. Salesforce is a leading CRM platform, empowering businesses to manage and interact with their customers effectively. On the other hand, Yelp provides user-generated content to help customers make informed decisions about local businesses. When combined, these platforms can revolutionize your sales and marketing strategies, enriching your CRM with valuable customer insights from Yelp.

For instance, the Qualify LinkedIn Companies and Save to Salesforce playbook allows you to leverage LinkedIn data to vet potential leads and then seamlessly store this information in Salesforce for further action. Similarly, the Save a list of services from Yelp search to Google Sheets playbook enables businesses to pull valuable data from Yelp and use it to refine their customer outreach and engagement strategies.

Try popular Salesforce + Yelp automations

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Qualify
LinkedIn commenters and save contacts to Salesforce
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Save
a list of services from Yelp search to Notion
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Save
a list of services from Yelp search to Coda
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Save
a list of services from Yelp search to Airtable
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Save
a list of services from Yelp search to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Create
a Salesforce account from a LinkedIn company profile and send a Slack message
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Create
Salesforce leads from LinkedIn people search
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Create
Salesforce leads from LinkedIn post commenters
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Create
a Salesforce lead from a LinkedIn profile
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Create
a Salesforce lead from a LinkedIn post

How to integrate Salesforce + Yelp

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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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Loved by over 300k users

With help from the Solutions Engineering team, I was able to leverage Bardeen to generate 25,000+ prospective leads in a couple hours - something that normally takes me weeks. We can expect this list to result in 1k+ trials, $100k+ of revenue, and hundreds of recurring paid subscribers. These custom playbooks will save me 5 hours per week, and now I can focus on more productive tasks like building campaigns, engaging in sales calls, and maintaining relationships.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook is a valuable asset for identifying sales triggers in our outbound strategy. Rather than initiating completely cold outreach to potential leads, we now have the ability to pinpoint compelling reasons to get in touch.

Available actions & triggers

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Integrate any app with Salesforce + Yelp

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 YouTube Zapier Zillow Zoom

Frequently asked questions

What happens if I exceed my plan’s credit limit while using Salesforce and Yelp integrations?
Can I share my Salesforce and Yelp playbooks with my team?
How secure is my data when using Salesforce and Yelp with Bardeen?
Can I use Bardeen to notify me about new Yelp reviews for my business?
Can I save Yelp reviews to Salesforce 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.

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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