Integrations / Salesforce / Import Accounts

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Import Accounts with Salesforce

Import Accounts from a Salesforce list view into your table

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What this does

Imports Accounts from a Salesforce list view as Baseloop rows, mapping every selected Salesforce field to a column. The first step in every "From Salesforce" workflow: TAM enrichment kickoff, blocklist sync, recycled-lead pipelines, and one-off enrichment runs against existing CRM data.

What this returns

Accounts imported from the chosen Salesforce list view into your Baseloop table, one row per Account, with all selected Salesforce fields mapped to columns.

How teams use this

Teams typically chain import accounts after an enrichment or scoring step: an inbound lead lands on the table, an enrichment action fills in the missing fields, a qualification step decides whether the lead is worth acting on, and import accounts runs only on the rows that pass. Because Baseloop maps each action's inputs to columns on your table, the same workflow can run on one record or on ten thousand without changing a thing.

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Other Salesforce actions

Create Activity

Create a note, task, or event in Salesforce for an Account, Contact, Lead, or Opportunity

See action

Create Object

Create a new Account, Contact, Lead, or Opportunity in Salesforce from your table data

See action

Import Contacts

Import Contacts from a Salesforce list view into your table

See action

Import Leads

Import Leads from a Salesforce list view into your table

See action

Import Opportunities

Import Opportunities from a Salesforce list view into your table

See action

Lookup Object

Search for Accounts, Contacts, Leads, or Opportunities in Salesforce using your table data

See action