Salesforce, a top-tier cloud-based CRM platform, transforms how businesses engage with their customers by centralizing sales, marketing, and customer service operations. Bardeen's AI Copilot automates monotonous tasks within Salesforce without the need for coding expertise and unlocks new strategies for your GTM team to build pipeline and close deals.
Bardeen automates your Salesforce CRM by integrating it with your entire software ecosystem. From data syncs with customer data sources, API integrations with cold outreach tools, and connections with enrichment tools.
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Improve business processes and operations
Use pre-built AI-powered playbooks to streamline sales, marketing, and operation workflows.
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Drag and drop interface using the process builder
Integrate sales app functionality, sync data, and test workflows all in real-time.
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Migrate from legacy systems
Bring customer data and external data from other systems with your SFDC integrations platform.
Overall rating:
4.9
Increase sales rep efficiency
Equip sales reps with the latest information on prospects, and streamline processes so they can focus on what matters - selling.
Integrate and connect critical data from Salesforce into sales workflows
Automate customer management apps like Salesforce, HubSpot, Pipedrive, and more.
Salesforce
Integrate Salesforce to create end-to-end playbooks that automate sales processes, marketing tasks, and any operations workflow. Sales automation is effortless using Bardeen's catalogue of pre-built playbooks - no Salesforce API or coding required.
Create a new Salesforce lead based on LinkedIn message content
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
20 min
How it works
This Playbook will create a Salesforce lead based on the content of LinkedIn messages and LinkedIn profile information for the most recent message received on the LinkedIn messaging page.
Output
How it works
This Playbook will create a Salesforce lead based on the content of LinkedIn messages and LinkedIn profile information for the most recent message received on the LinkedIn messaging page.
Add a Salesforce contact to a Salesloft cadence
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
10 min
How it works
This Playbook will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.
Output
How it works
This Playbook will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.
Qualify a lead from Salesforce and create a Salesforce contact
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
20 min
How it works
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.
Output
How it works
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.
Qualify LinkedIn Companies and Save to Salesforce
Automate tasks using natural language prompts to Bardeen's AI Agent for repetitive tasks.
Saves
25 min
How it works
This automation will scrape a given Linkedin company's about page and employee growth insights. It will then qualify the company based on your criteria and save it to Salesforce.
Output
How it works
This automation will scrape a given Linkedin company's about page and employee growth insights. It will then qualify the company based on your criteria and save it to Salesforce.
Retrieve critical data, add customers to email sequences, and update properties using external data.
Bardeen automations are built with a sequence of actions and triggers like these:
Get activity history for account
Action
Find events in Salesforce
Action
Find notes in Salesforce
Action
Create note in Salesforce
Action
Find tasks in Salesforce
Action
Create a record in Salesforce
Action
Find records in Salesforce
Action
Find records in Salesforce using SOQL query
Action
Built for the way RevOps teams work.
Explore and test playbooks for faster decisions and stronger collaboration.
Fuel your GTM impact with Bardeen today.
Frequently asked questions
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