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Connecting SmartSuite to Bardeen

Explore the power of using SmartSuite & Bardeen to automate workflows and enhance productivity.

Emma Montgomery avatar
Written by Emma Montgomery
Updated this week



What is Bardeen?

Bardeen is an advanced automation platform that integrates AI-powered automation with intuitive workflow-building capabilities. It enhances productivity by streamlining manual tasks, enabling users to create tailored workflows, and providing a robust data scraping tool for extracting web data directly into applications.

Key Features of Bardeen:

  • AI-Powered Automation: Uses AI to automate workflows and reduce manual operations.

  • Builder Tool: Create custom workflows using an intuitive interface.

  • Data Scraping Capability: Extracts data from websites and integrates it into applications.

  • Customizable Workflows: Supports automation across multiple domains, including sales, marketing, recruiting, and productivity.


Connecting Your SmartSuite Account

1. Install Bardeen Extension

  • Download and install the Bardeen Extension from the Chrome Store.

  • Create a Bardeen account when prompted.

2. Select SmartSuite as a Data Source

  • When choosing a data source within Bardeen, select SmartSuite to access your tables and data from your SmartSuite solution.

  • When creating your first connection, you will be prompted to connect. SmartSuite

3. Connect Your SmartSuite Account

  • Enter your API Token and Workspace ID.

  • Find your API key in your user profile.

  • Locate your Workspace ID as the first 8 characters after https://app.smartsuite.com/ when logged in.

Note. Refer to this article for help accessing your API Key.


What's Possible with SmartSuite & Bardeen?

Bardeen seamlessly integrates with SmartSuite to optimize workflow automation. Key benefits include:

1. Streamlined Data Management

  • Automatically collect and store data from various applications into SmartSuite.

  • Improve organization and eliminate manual data entry.

2. Simplified Workflow Building

  • Use Bardeen's playbook builder to create custom automated workflows.

  • No coding expertise required.

3. Enhanced Automation

  • Set triggers within Bardeen to move data between different applications.

  • Ensure a smooth and uninterrupted flow of information.

4. Contextual Actions

  • Perform browser-based operations directly within SmartSuite.

  • Automate tasks like launching meetings, displaying notifications, and extracting web data.


Practical Use Cases and Scenarios

1. Automating Lead Capture and Storage

Scenario: A sales team wants to automate lead collection from various online sources.

Solution: Use Bardeen to scrape lead data from websites and automatically store it in SmartSuite for easy access and tracking.

2. Enhancing Recruitment Workflow

Scenario: A hiring manager needs to streamline candidate tracking and job applications.

Solution: Automate job application data collection from multiple job boards and store it in SmartSuite for quick review and follow-up.

3. Managing Market Research Data

Scenario: A marketing team is conducting competitor analysis and needs a structured way to collect and store research data.

Solution: Use Bardeen’s data scraping tool to extract competitor insights and organize them in SmartSuite.


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