Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Meet this automation that effortlessly creates new contacts in Salesforce with a single click, eliminating the tedious manual entry process.
No longer deal with the frustration of manually adding contacts or the risk of missing out on valuable leads. This automation addresses the pain points associated with data entry errors and time-consuming administrative tasks. Sales teams can now focus on nurturing relationships and closing deals, without the distractions of repetitive data input.
Whether you're a sales professional, entrepreneur, or business owner, this automation simplifies your contact management process. From capturing leads at events to importing customer data from external sources, it boosts efficiency and ensures your database stays up-to-date.
Let’s set it up!
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.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks, if you already have the Bardeen extension installed.
Click on the playbook card, and the setup flow will start. Bardeen will prompt you to enter the contact information for Salesforce. You can click on “Remember Inputs” to save time from setup in the future.
Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card. Run the playbook when you want to create a Salesforce opportunity without navigating to Salesforce.
The playbook will show you the result on the screen.
You can add your next steps to save this contact to a database like Google Sheets, inform an external party about this contact automatically or even use OpenAI to immediately draft an email to the newly created contact, saving you an immense amount of time.
You can also edit the playbook and add your next action to further customize the automation. You can send the data to Google Sheets, Notion, Coda, or your CRMs, etc.
Find more Salesforce integrations.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow..
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