Qualify a lead from Salesforce and create a Salesforce contact

Steps:

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.

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.