Add a Salesforce contact to a Salesloft cadence

Keeping your Salesforce and Salesloft data in sync can be a hassle. This automation simplifies the process by directly adding a Salesforce contact to Salesloft as a new person and automatically placing them into a cadence with just a few clicks.

Gone are the days of manually copying contact details and setting up follow-ups. With this Playbook, you streamline your workflow and ensure that every lead is properly nurtured. When you add a new contact in Salesforce, this automation instantly integrates them into Salesloft, initiating your predefined outreach sequence. It’s ideal for scenarios like onboarding new leads or updating client records efficiently.

By connecting Salesforce with Salesloft, this Playbook helps you maintain an organized and effective sales process, letting you concentrate on building relationships and closing deals.

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce and Salesloft

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and Salesloft.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

Click on “Save Input”. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to add a Salesforce contact to a Salesloft cadence

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and go to a Salesforce contact.

When you run the playbook, it will add a Salesforce contact to Salesloft as a new person and add the person to a cadence with a few clicks.

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