Enrich and update a Salesforce contact's record with new information

Steps:

Automating customer relationship management tasks is vital for businesses looking to save time and enhance their sales efforts. The Bardeen playbook, "Enrich and update a Salesforce contact's record with new information," does just this by streamlining the process of updating contact records with the latest information from LinkedIn. This playbook is perfect for sales professionals aiming to keep their Salesforce CRM updated with the most recent and relevant data, enabling them to make more personalized connections and ultimately drive more sales.

Here's how this workflow enriches a Salesforce contact's record:

• Step 1: Retrieve Salesforce Contact - Bardeen fetches the Salesforce contact details using the contact's name provided by the user.
• Step 2: Email Enrichment with Bardeen - Bardeen is used to find LinkedIn profiles and other social media links associated with the contact's email address.
• Step 3: Scrape LinkedIn Profile - The Scraper is set to operate in the background to extract new information from the LinkedIn profile identified by Bardeen.
• Step 4: Name Parsing - The contact's name is split into first and last names using Bardeen's parsing action, preparing the data for update.
• Step 5: Update Salesforce Record - The enriched data, including the LinkedIn profile information and split names, is used to update the contact's record in Salesforce.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.