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No more wasting time copying and pasting data or dealing with the frustration of incomplete or outdated information between Salesforce CRM and Crunchbase.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!
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.
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.
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!