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!
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.
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 (firstname.lastname@example.org).
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
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!