Everyone’s workflow is unique. Build an automation in minutes with a few line of text.
For professionals in Sales & Prospecting, this integration can be a game-changer. It can automate numerous tasks like sending emails to Salesforce contacts, creating Salesforce opportunities from email conversations and more, thereby saving valuable time. For instance, the Create a Salesforce opportunity from the currently opened email playbook allows sales professionals to swiftly transfer valuable information from email conversations into Salesforce, ensuring no opportunity is missed.
Marketers can also greatly benefit from the Google Mail and Salesforce integration. They can automate email marketing campaigns, update contact lists, and track campaign performance right from their Gmail inbox. The Send an email to a Salesforce contact playbook is a prime example of how this integration can streamline marketing processes, allowing teams to focus more on strategy and creative aspects of their campaigns.
Yes, Bardeen.ai offers the ability to share playbooks with others. This feature is handy when multiple team members need to use the same automation.
Bardeen.ai follows best practices for security and ensures the privacy and security of your data. You can choose to run automations locally and have all of your data stay within your local browser storage and cache layers, without ever touching Bardeen's servers.
Yes, with Bardeen.ai's Google Mail and Salesforce integration, you can update Salesforce records directly from your Gmail inbox, enhancing productivity and data consistency.
Yes, with Bardeen.ai you can automate your email responses based on Salesforce data. This can help streamline your communication process and ensure timely responses.
Yes, Bardeen.ai offers a free plan which includes certain non-premium functionalities. However, some advanced features of the Google Mail and Salesforce integration might require a paid plan.
Click on the "Get Extension" button located at the top right corner. This will redirect you to the Bardeen Chrome Extension page. You can create a free account without providing your credit card information.
Type in what you want to achieve, and Magic Box will generate the entire automation from scratch. You can then easily review and customize any workflow that we build.
Bardeen extension runs locally in your browser, so all your data stays with you.You can choose to run the automations on the cloud if you prefer the automations to run even when your local device is off.
To learn more about Bardeen's security, visit https://www.bardeen.ai/security.
To save your playbooks (automation templates), you’ll need to create an account. Bardeen can save you from hours of manual work every week by creating customized workflow automations for you. Create an account to start creating your own automations.
We want to bring automation to everyone, no matter if you use Bardeen once or a million times – and we will keep offering a powerful unlimited free plan to help make this possible.
If you want your automations to run 24/7 through the cloud service "always on", leverage AI to enhance your automation, or utilize one of the many premium integrations, you can upgrade to a paid plan to do so.
This “freemium model” enables us to continue offering Bardeen to as many new users as possible while supporting advanced features.
Read more about Bardeen paid plan and the premium features on our Pricing page.