Create a Salesforce contact from a LinkedIn profile

Are you tired of the tedious process of manually transferring information from LinkedIn profiles to Salesforce? Do you find yourself constantly battling with the potential errors that can arise from manual data entry? We have a solution for you.

‍

This will improve the way you manage Salesforce contacts. It streamlines the process by effortlessly extracting information from LinkedIn profiles and seamlessly creating Salesforce contacts. Say goodbye to time-consuming data entry and hello to accurate and efficient contact management.

‍

Whether you're a sales professional aiming to expand your network or a recruiter in search of top talent, this automation is your ultimate productivity booster. Spend more time building relationships and less time on administrative tasks. 

‍

Let’s set it up!

‍

Step 1: Pin the playbook and integrate Salesforce

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.

‍

Navigate to a LinkedIn profile, activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click to run the playbook . Bardeen will prompt you to enter a Salesforce account and level to associate with the newly created Salesforce contact.

‍

Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future.  You can edit Inputs later by hovering over the playbook. 

‍

‍

Step 2: Run the playbook to scrape data from LinkedIn to Salesforce

or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Navigate to a LinkedIn profile and click on the playbook card. 

‍

‍

Run the playbook to save the currently opened LinkedIn profile to Salesforce as a new contact. If Bardeen can’t find the email associated with the LinkedIn profile, it will create a new Salesforce contact with a placeholder email (placeholder@mail.com).

‍

You can also edit the playbook and add your next action to further customize the automation.

‍

Find more Salesforce integrations and LinkedIn integrations.

‍

You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow. Learn more about how to scrape LinkedIn leads.

‍

‍