Integrations used
Time saving
10 min
Action
Export
description
This Playbook will export a GitHub profile to Salesforce as a new contact using Apollo.io enrichment.
Saves at least
10 min
Export
a GitHub profile as a Salesforce Contact
playbook Template
Export a GitHub profile as a Salesforce Contact
This Playbook will export a GitHub profile to Salesforce as a new contact using Apollo.io enrichment.
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
Find email of GitHub user
Action
Get a person's data from email address
Action
Get company info from domain
Action
Create Salesforce contact
Action
How to run the playbook
Manually transferring GitHub profiles to Salesforce can be a real headache, right? This Playbook is here to streamline the process effortlessly. It exports GitHub profiles to Salesforce as new contacts, utilizing Apollo.io enrichment for added depth.
Imagine you're scouting talent on GitHub, eager to connect with potential collaborators or candidates. Instead of spending precious time manually inputting contact details into Salesforce, this automation does the heavy lifting for you. With just a few clicks, GitHub profiles are seamlessly integrated into Salesforce, ready for action.
Now, let's talk pain points: Firstly, manual data entry eats up valuable time and increases the risk of errors creeping into your CRM. Secondly, without automated integration, valuable GitHub connections may slip through the cracks, impacting your ability to engage with key stakeholders effectively.
Whether you're expanding your network, sourcing talent, or nurturing developer relationships, this Playbook ensures your Salesforce database remains robust and up-to-date with minimal effort. With automation on your side, you can focus on fostering meaningful connections and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce and GitHub
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 and GitHub.
Activate Bardeen (or hit 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.
Click on “Save Input” and checkmark Salesforce and GitHub. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to export a GitHub profile as a Salesforce Contact
Go to a GitHub profile and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will export a GitHub profile to Salesforce as a new contact using Apollo.io enrichment.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.