Imagine having to manually create Salesforce account entries for every website you encounter—a tedious and time-consuming task, right? Well, worry no more! This Playbook swoops in to automate this process seamlessly. It not only creates new Salesforce account entries for currently opened websites but also retrieves company information from the domain using Apollo.io, enriching the record in Salesforce automatically.
Consider the pain points: First, manually inputting data for each website eats up valuable time that could be spent on more strategic tasks. Second, the risk of human error increases with manual data entry, potentially leading to inaccuracies in your Salesforce database.
Now, envision the use cases: Whether you're prospecting for new clients, conducting market research, or simply organizing your CRM, this Playbook streamlines your workflow, ensuring that your Salesforce records are comprehensive and up-to-date with minimal effort. With automation at your fingertips, you can focus on growing your business and driving success.
Let’s set it up!
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.
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” and checkmark Salesforce. You can edit Inputs later by hovering over the playbook.
Go to a company’s website and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will create a new Salesforce account entry in Salesforce for the currently opened website. It will get the company information from the domain using Apollo.io and enrich the record in Salesforce.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
200,000+ users and counting use Bardeen to eliminate repetitive tasks
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
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