Ready to streamline your workflow and enhance collaboration between LinkedIn and Salesforce? This automation has got you covered.
Say goodbye to the manual task of entering company details into Salesforce and separately notifying your team. With this playbook, you can effortlessly create new Salesforce accounts from LinkedIn company profiles and instantly share the Salesforce account record link via Slack. No more wasting time on data entry or coordinating communication.
Whether you're a sales professional expanding your client base or a team aiming for seamless collaboration, this automation is a game-changer. Capture essential company information from LinkedIn, automatically generate Salesforce accounts, and keep your team in the loop through Slack messages.
Don't let the pain points of manual data transfer and communication slow you down and unlock the power of seamless integration.
Let’s set it up!
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 and Slack.
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 specify a Slack recipient. You can choose to send the message to a Slack channel or user.
Click on “Save Input” and checkmark Slack. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
When you want to save a LinkedIn company profile as a new Salesforce lead, navigate to the LinkedIn profile.
Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen and run the playbook. It will extract the information from the LinkedIn profiles and create new Salesforce accounts.
It will then send a Slack notification to the recipient with the link to the newly created account.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about how to improve your personal productivity, streamline your data sourcing and research process and automate your sales workflow. Learn more about how to scrape LinkedIn leads.
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!