Create a Salesforce account from a LinkedIn company profile and send a Slack message

Steps:

Bardeen automates the process of capturing valuable account information from LinkedIn and integrates it with Salesforce, followed by notifying your team on Slack. This workflow is instrumental for sales professionals looking to expedite lead generation and account creation processes, by reducing manual data entry and enhancing communication efficiency. With this playbook, your sales team can leverage LinkedIn insights directly within Salesforce and swiftly notify team members, fostering timely engagement and collaboration.

Here's how this workflow creates a Salesforce account from a LinkedIn company profile and sends a Slack notification:

• Step 1: Scrape LinkedIn Profile - Bardeen's Scraper is used to extract company details from LinkedIn company about pages, ensuring vital information is captured without manual effort.
• Step 2: Convert Company Size to Number - The extracted company size text is converted into a numerical value, which is a standard format for Salesforce account records.
• Step 3: Create Salesforce Account - A new account is created in Salesforce with the scraped LinkedIn data, including the company's website and phone number, streamlining your CRM data entry.
• Step 4: Prepare Slack Message - A custom message is generated to include the Salesforce account link, readying it for communication.
• Step 5: Send Slack Notification - The prepared message is sent to a specified Slack recipient or channel, keeping your team informed of the new Salesforce account addition.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.