Integrations used
Time saving
2 min
Action
Create
description
This automation will create a new Salesforce account with information from the currently opened Crunchbase company.
Saves at least
2 min
Create
a Salesforce account from a Crunchbase organization
playbook Template
Create a Salesforce account from a Crunchbase organization
This automation will create a new Salesforce account with information from the currently opened Crunchbase company.
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?
Scrape data on active tab
Action
Create Salesforce account
Action
Integrating Crunchbase with Salesforce via Bardeen's workflow automation can be a game-changer for sales prospecting. With the ability to effortlessly create Salesforce accounts from Crunchbase organization profiles, sales teams can capitalize on the latest business insights to foster relationships and drive growth. This playbook automates the process of capturing valuable Crunchbase data and seamlessly transferring it into your Salesforce CRM.
Here's how this workflow creates a Salesforce account from a Crunchbase organization:
- Step 1: Scrape Crunchbase Data - The Scraper command is utilized to extract data from the currently opened Crunchbase company profile. This step ensures that the most relevant and up-to-date information is ready to be transferred to Salesforce.
- Step 2: Create Salesforce Account - With the data scraped from Crunchbase, Bardeen then proceeds to create a new account in Salesforce. You will need to specify the type and industry for the account, which allows for better categorization and organization within your CRM.
How to run the playbook
Say goodbye to manual data entry and embrace a seamless solution for creating new Salesforce accounts! This automation effortlessly save information from the currently opened Crunchbase company and automatically create a corresponding Salesforce account.
No more wasting time copying and pasting data or dealing with the frustration of incomplete or outdated information between Salesforce CRM and Crunchbase. This automation ensures that your Salesforce accounts are always up to date, saving you valuable time and effort.
Whether you're a sales professional seeking to expand your client base or a business analyst researching potential partnerships, this automation is designed to enhance your workflow.
Eliminate tedious data extraction from Crunchbase, reduce the risk of errors, and stay on top of your CRM. Experience the convenience of effortless data integration and let this automation simplify your account creation process.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce and Crunchbase
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. This will allow you to save Crunchbase company information to your Salesforce accounts.
Navigate to a Crunchbase company account, activate Bardeen (or press 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. Bardeen will prompt you to enter an Account type and the Industry of the account.
Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to save Crunchbase organization to Salesforce
Navigate to a currently open Crunchbase company page that you want to save to Salesforce.
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 get the Crunchbase company saved as a new account in Salesforce.
It will get the company information from the page and use it to create a Salesforce account.
You can also edit the playbook and add your next action to further customize the automation.
Find more Crunchbase integrations, Salesforce integrations. Integrate Salesforce with Crunchbase.
You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.
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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.