Qualify a lead from Salesforce and create a Salesforce contact

Manually juggling lead qualification between Salesforce and Apollo, ever felt the complexity of toggling between platforms, risking data discrepancies? The intricate dance of cross-referencing, a productivity drain. But what if this dance could be more harmonious? Envision effortlessly qualifying Salesforce leads using Apollo's insights, seamlessly creating Salesforce contacts for the cream of the crop. 

No more manual back-and-forth, no more fear of missing crucial details. Whether you're a sales aficionado seeking efficiency or a team aiming for flawless lead management, this playbook redefines the process. 

Bid farewell to the lead qualification maze and welcome a more straightforward journey toward building meaningful connections in Salesforce. 

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce

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 PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to customize your sales qualification task. Once you click this option, the qualification flow will start. Bardeen will ask you questions about your business.

It will then ask you to describe your qualification criteria. It’s important to give clear details here, as this prompt will be the main way Bardeen will qualify your leads. For the example below, I described clearly the criteria for my qualification based on the leads that I want to qualify from Salesforce.

Once this step is completed, Bardeen will ask you to train the model.

This step is optional. However, we recommend that you complete this step as it will increase the quality of your results.

After your qualification is entered, click on “Save Input” and checkmark Google Sheets and your qualifier. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify leads from Salesforce using Apollo

To qualify your leads, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run your playbook. It will get information for the leads using Apollo.io and analyze the information based on your qualification task. It will then create a new Salesforce contact from the lead, if it is a qualified lead. Bardeen will display the qualification results and reason on the screen. 

It will then create a Salesforce contact with updated information from Apollo.io.

You can also edit the playbook and add your next action to further customize the automation.

You can also find more about how to increase your personal productivity and automate your sales and prospecting workflow.