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.
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Salesforce actions you can automate with Bardeen
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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