Integrations / Salesforce / Import Opportunities

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Import Opportunities with Salesforce

Import Opportunities from a Salesforce list view into your table

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What this does

Imports Opportunities from a Salesforce list view as Baseloop rows, mapping every selected Salesforce field to a column. The starting point for pipeline-side workflows: deal-stage analysis, win/loss enrichment, executive briefings on every late-stage Opportunity.

What this returns

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

How teams use this

Teams typically chain import opportunities with downstream research or enrichment: an Opportunity lands on the table, AI pulls competitive intel or recent funding signals, and a Slack notification or HubSpot/Salesforce update keeps the deal team informed. Because Baseloop maps each action's inputs to columns on your table, the same workflow can run on one Opportunity 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 Accounts

Import Accounts from a Salesforce list view into your table

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

Lookup Object

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

See action