Salesforce
Apollo.io
Workflow Template

Qualify a lead from Salesforce and create a Salesforce contact

This playbook will qualify a Salesforce lead using information obtained by Apollo. It will then create a Salesforce contact for qualified leads based on your criteria.
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Get Salesforce lead
Action
Convert Text to email addresses
Action
Get contact info
Action
Merge table columns
Action
Classify customized text
Action
Create Salesforce contact
Action

How does this automation work?

Automating the lead qualification and contact creation process in Salesforce can be a game-changer for businesses looking to optimize their sales funnel. Bardeen offers a playbook that leverages Apollo to enrich lead data and then uses that information to qualify and create a contact in Salesforce. This workflow is designed for sales professionals aiming to enhance lead management, boost efficiency, and drive revenue growth.

Here's how this workflow processes a Salesforce lead and creates a Salesforce contact:

  • Step 1: Retrieve Salesforce lead - Bardeen fetches the lead from Salesforce using the lead's name provided by the user. Salesforce is a CRM tool that helps manage customer information.
  • Step 2: Extract email - Converts the lead's name text into an email format, preparing it for enrichment.
  • Step 3: Enrich with Apollo - Finds additional contact information using Apollo, which is known for efficient lead prospecting.
  • Step 4: Merge data - Combines the personal and organizational information from Apollo into a single table for better clarity.
  • Step 5: Qualify lead - Using a customized Bardeen AI classifier, the playbook qualifies the lead based on your specified criteria.
  • Step 6: Create Salesforce contact - For leads that meet the qualification criteria, a new contact is created in Salesforce, adding them to your CRM for further engagement.
Run this Salesforce automation with Bardeen in minutes.

How to run the workflow

Manually juggling lead qualification between Salesforce and Apollo, ever felt the complexity of toggling between platforms, risking data discrepancies? The intricate dance of cross-referencing, a productivity drain. But what if this dance could be more harmonious? Envision effortlessly qualifying Salesforce leads using Apollo's insights, seamlessly creating Salesforce contacts for the cream of the crop. 

No more manual back-and-forth, no more fear of missing crucial details. Whether you're a sales aficionado seeking efficiency or a team aiming for flawless lead management, this playbook redefines the process. 

Bid farewell to the lead qualification maze and welcome a more straightforward journey toward building meaningful connections in Salesforce. 

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce

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.


Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to customize your sales qualification task. Once you click this option, the qualification flow will start. Bardeen will ask you questions about your business.

It will then ask you to describe your qualification criteria. It’s important to give clear details here, as this prompt will be the main way Bardeen will qualify your leads. For the example below, I described clearly the criteria for my qualification based on the leads that I want to qualify from Salesforce.

Once this step is completed, Bardeen will ask you to train the model.

This step is optional. However, we recommend that you complete this step as it will increase the quality of your results.

After your qualification is entered, click on “Save Input” and checkmark Google Sheets and your qualifier. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify leads from Salesforce using Apollo

To qualify your leads, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run your playbook. It will get information for the leads using Apollo.io and analyze the information based on your qualification task. It will then create a new Salesforce contact from the lead, if it is a qualified lead. Bardeen will display the qualification results and reason on the screen. 


It will then create a Salesforce contact with updated information from Apollo.io.



You can also edit the playbook and add your next action to further customize the automation.

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

Run this Salesforce automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify a lead from Salesforce and create a Salesforce contact
Qualify a lead from Salesforce and create a Salesforce contact
Qualify a lead from Salesforce and create a Salesforce contact
Types:
Both
Actions
Triggers
Update contact from enrichment
Update contact from enrichment
Action
Create Salesforce contact
Create Salesforce contact
Action
Add contacts to sequence
Add contacts to sequence
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
Update Salesforce contact
Update Salesforce contact
Action
Get organization info
Get organization info
Action
Create Salesforce account
Create Salesforce account
Action
Get Salesforce account
Get Salesforce account
Action
Create Salesforce opportunity
Create Salesforce opportunity
Action
Get Salesforce contact
Get Salesforce contact
Action
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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.

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