Export a GitHub profile as a Salesforce Contact
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How does this automation work?
How to run the playbook
Manually transferring GitHub profiles to Salesforce can be a real headache, right? This Playbook is here to streamline the process effortlessly. It exports GitHub profiles to Salesforce as new contacts, utilizing Apollo.io enrichment for added depth.
Imagine you're scouting talent on GitHub, eager to connect with potential collaborators or candidates. Instead of spending precious time manually inputting contact details into Salesforce, this automation does the heavy lifting for you. With just a few clicks, GitHub profiles are seamlessly integrated into Salesforce, ready for action.
Now, let's talk pain points: Firstly, manual data entry eats up valuable time and increases the risk of errors creeping into your CRM. Secondly, without automated integration, valuable GitHub connections may slip through the cracks, impacting your ability to engage with key stakeholders effectively.
Whether you're expanding your network, sourcing talent, or nurturing developer relationships, this Playbook ensures your Salesforce database remains robust and up-to-date with minimal effort. With automation on your side, you can focus on fostering meaningful connections and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce and GitHub
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 GitHub.
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 and GitHub. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to export a GitHub profile as a Salesforce Contact
Go to a GitHub profile 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 export a GitHub profile to Salesforce as a new contact using Apollo.io enrichment.
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FAQs
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