How to integrate Salesforce + Zapier

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Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
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Zapier
Salesforce
Zapier
Salesforce

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Integration tips for Salesforce + Zapier

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This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!
Bardeen has significantly reduced the time we spend on monotonous tasks, allowing us to focus on strategic analysis and driving value for our clients.
“Bardeen didn't just save me time; it changed my entire approach to lead generation.”

Available actions & triggers

Update Salesforce contact
Trigger
Find records in Salesforce
Trigger
Create Salesforce opportunity
Trigger
Find records in Salesforce using SOQL query
Trigger
Get Salesforce contact
Trigger
Create a record in Salesforce
Trigger
Get Salesforce lead
Trigger
Get Salesforce account
Trigger
Get Salesforce opportunity
Trigger
Create Salesforce lead
Trigger

Learn more about the apps

Integrate any app with Salesforce + Zapier

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Bardeen Enrichment Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fireflies.ai Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira Lemlist LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Outreach Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesloft SEEK Slack Smartlead SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Upwork Webex WhatsApp WordPress Yelp YouTube Zillow Zoom

Frequently asked questions

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What types of tasks can be automated with the Salesforce and Zapier integration?
How can the Salesforce and Zapier integration help me improve my sales process?
Can I use Bardeen.ai to automate tasks between Salesforce and Zapier?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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