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Salesforce
Salesloft
playbook Template

Add a Salesforce contact to a Salesloft cadence

This Playbook will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Get Salesforce contact
Action
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
Run this Salesforce automation with Bardeen in minutes.

How to run the playbook

Keeping your Salesforce and Salesloft data in sync can be a hassle. This automation simplifies the process by directly adding a Salesforce contact to Salesloft as a new person and automatically placing them into a cadence with just a few clicks.

Gone are the days of manually copying contact details and setting up follow-ups. With this Playbook, you streamline your workflow and ensure that every lead is properly nurtured. When you add a new contact in Salesforce, this automation instantly integrates them into Salesloft, initiating your predefined outreach sequence. It’s ideal for scenarios like onboarding new leads or updating client records efficiently.

By connecting Salesforce with Salesloft, this Playbook helps you maintain an organized and effective sales process, letting you concentrate on building relationships and closing deals.

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce and Salesloft

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and Salesloft.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

Click on “Save Input”. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to add a Salesforce contact to a Salesloft cadence

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and go to a Salesforce contact.

When you run the playbook, it will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.

Run this Salesforce automation with Bardeen in minutes.

Available actions & triggers

Apps:
Add a Salesforce contact to a Salesloft cadence
Add a Salesforce contact to a Salesloft cadence
Add a Salesforce contact to a Salesloft cadence
Types:
Both
Actions
Triggers
Create Salesforce lead
Create Salesforce lead
Action
Update Salesforce contact
Update Salesforce contact
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
Find records in Salesforce
Find records in Salesforce
Action
Create Salesforce contact
Create Salesforce contact
Action
Create Salesforce opportunity
Create Salesforce opportunity
Action
Get Salesforce account
Get Salesforce account
Action
Get Salesforce lead
Get Salesforce lead
Action
Create or update a person in Salesloft
Create or update a person in Salesloft
Action
Find records in Salesforce using SOQL query
Find records in Salesforce using SOQL query
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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