Managing and organizing your Salesforce contacts just got easier! This automation simplifies the process by copying all your Salesforce contacts to a Google Sheets spreadsheet with a single click.
No more struggling to export and import data manually or dealing with complex integrations. This automation seamlessly transfers your contacts, ensuring you have an up-to-date and accessible record in one central location.
Whether you're a sales professional looking to analyze customer data, a marketing specialist aiming to segment your contacts, or a business owner seeking better visibility into your customer relationships, this Playbook is designed to enhance your workflow.
Eliminate tedious data entry, reduce the risk of errors, and empower yourself with a dynamic and customizable contact management solution. Take charge of your Salesforce contacts and streamline your processes with this automation.
Let’s set it up!
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 Google Sheets and Salesforce.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify a Google Sheets spreadsheet to save all your Salesforce contact data to. You can pick an existing spreadsheet or create a new one from scratch.
Click on “Save Input” and check mark Google Sheets. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to copy and save all your Salesforce contacts to Google Sheets. It will get information from each contact like name, title, department, birthdate, address information ,and much more. It will then save this information to the Google Sheets spreadsheet that you specified.
You can also edit the playbook and add your next action to further customize the automation.
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 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!