Create a new Salesforce opportunity

Let's simplify your opportunity management process with this automation. With just a click, it effortlessly creates new opportunities in Salesforce, saving you time and reducing the risk of manual errors.

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Say goodbye to the headaches of manually inputting opportunity details or struggling with inconsistent data. This automation addresses the pain points associated with data entry bottlenecks and ensures that every opportunity is captured accurately. Sales teams can now focus on nurturing leads and driving revenue, instead of getting caught up in administrative tasks.

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Whether you're a sales professional, business owner, or entrepreneur, this automation streamlines your opportunity creation process. From identifying new prospects to tracking deal progress, it enhances your efficiency and helps you stay organized.

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Simplify your opportunity management, seize new prospects, and stay ahead of the competition with this automation. 

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Let’s set it up!

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Step 1: Pin the playbook and integrate Salesforce

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.

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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.

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Click on the playbook card, and the setup flow will start. Bardeen will prompt you to enter the opportunity information for Salesforce. You can click on “Remember Inputs” to save time from setup in the future.

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Step 2: Run 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. Run the playbook when you want to create a Salesforce opportunity without navigating to Salesforce. 

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The playbook will show you the result on the screen.

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You can add your next steps to save this opportunity to a database like Google Sheets or even inform an external party about this opportunity automatically.

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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. 

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Find more Salesforce integrations.

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You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.

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