Integrations used
Time saving
20 min
Action
Get
description
This playbook will find social media links and company information of event participants and create Salesforce contacts with the data
Saves at least
20 min
Get
social profiles and information of all participants of a meeting and save to Salesforce
playbook Template
Get social profiles and information of all participants of a meeting and save to Salesforce
This playbook will find social media links and company information of event participants and create Salesforce contacts with the data
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find event participant email addresses
Action
Get a person's data from email address
Action
Create Salesforce contact
Action
How to run the playbook
Excited to level up your event management strategy? Our playbook is your go-to solution. It efficiently scours social media platforms to find links and company information of event participants, then seamlessly integrates this data to create Salesforce contacts.
Manually sourcing and inputting contact details from event attendees can be laborious and error-prone. With our playbook, you can effortlessly enrich your Salesforce database with valuable information about attendees.
Imagine having comprehensive Salesforce contacts populated with detailed social media profiles and company information of event participants. Whether you're nurturing leads gathered from a conference, strengthening relationships with attendees of a networking event, or expanding your client base, this automation simplifies the process, enabling you to focus on fostering meaningful connections and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce and Google Calendar
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 Google Calendar.
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. Bardeen will ask you to specify the Salesforce database to save all the information and the event.
Click on “Save Input” and checkmark the event. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to get social profiles and information of all participants of a meeting and save to Saleforce
Hit Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and choose an event with participants whose information you want to save to Salesforce.
Bardeen will find social media links and company information of the event participants and create Salesforce contacts with the data.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
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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Combine it all to create workflows
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.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.