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

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

How to integrate Salesforce + Zapier

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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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That’s it! More time to work on other things.
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Zapier
Salesforce
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Salesforce

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Integration tips for Salesforce + Zapier

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!”
This playbook has become my secret weapon, saving me at least 1 hour each day!
Bardeen saves me 3 hours per week and is a complete game changer! Now, I am able to automate the copy-pasting of founders and investors from LinkedIn to my Google Sheets. Thanks to Bardeen, I am more productive using LinkedIn for outreach.

Available actions & triggers

Create Salesforce opportunity
Trigger
Get Salesforce lead
Trigger
Create Salesforce lead
Trigger
Create Salesforce contact
Trigger
Get Salesforce account
Trigger
Get Salesforce opportunity
Trigger
Create Salesforce account
Trigger
Update Salesforce contact
Trigger
Get Salesforce contact
Trigger

Learn more about the apps

Integrate any app with Salesforce + Zapier

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Bardeen Enrichment 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 Lemlist 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 Salesloft SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zillow Zoom

Frequently asked questions

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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?
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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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