Apollo.io
Salesforce
Workflow Template

Create a new account profile in Salesforce from a company’s website

This Playbook will create a new Salesforce account entry in Salesforce for the currently opened website. It will get the company information from the domain using Apollo.io and enrich the record in Salesforce.
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Get current page URL
Action
Find values using regular expression
Action
Get organization info
Action
Create Salesforce account
Action

How does this automation work?

Run this Apollo.io automation with Bardeen in minutes.

How to run the workflow

Imagine having to manually create Salesforce account entries for every website you encounter—a tedious and time-consuming task, right? Well, worry no more! This Playbook swoops in to automate this process seamlessly. It not only creates new Salesforce account entries for currently opened websites but also retrieves company information from the domain using Apollo.io, enriching the record in Salesforce automatically.

Consider the pain points: First, manually inputting data for each website eats up valuable time that could be spent on more strategic tasks. Second, the risk of human error increases with manual data entry, potentially leading to inaccuracies in your Salesforce database.

Now, envision the use cases: Whether you're prospecting for new clients, conducting market research, or simply organizing your CRM, this Playbook streamlines your workflow, ensuring that your Salesforce records are comprehensive and up-to-date with minimal effort. With automation at your fingertips, you can focus on growing your business and driving success.

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce

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.

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” and checkmark Salesforce. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to create a new account profile in Salesforce from a company’s website

Go to a company’s website and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the playbook, it will create a new Salesforce account entry in Salesforce for the currently opened website. It will get the company information from the domain using Apollo.io and enrich the record in Salesforce.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a new account profile in Salesforce from a company’s website
Create a new account profile in Salesforce from a company’s website
Create a new account profile in Salesforce from a company’s website
Types:
Both
Actions
Triggers
Get Salesforce account
Get Salesforce account
Action
Get Salesforce contact
Get Salesforce contact
Action
Get organization info
Get organization info
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
Get contact info
Get contact info
Action
Update Salesforce contact
Update Salesforce contact
Action
Add contacts to sequence
Add contacts to sequence
Action
Get Salesforce lead
Get Salesforce lead
Action
Create Salesforce account
Create Salesforce account
Action
Update contact from enrichment
Update contact from enrichment
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.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

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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