Create a Salesforce lead from a LinkedIn post

Say goodbye to the manual process of entering lead information from LinkedIn posts. With this playbook, you can seamlessly create Salesforce leads directly from the LinkedIn profile that generated the post. No more tedious copy-pasting or dealing with data entry errors.

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Whether you're a sales professional seeking new leads or a marketing team aiming to capitalize on social media engagements, this automation is a game-changer. Capture vital contact details, job titles, company information, and more with a single click. Eliminate the pain points of manual lead extraction and save valuable time.

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Don't let the complexities of lead generation slow you down and streamline your lead capture process. 

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Let’s set it up!

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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.

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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 the Salesforce account, level, lead source, lead status, industry and lead rating.

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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.  

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

When you want to save the author of a LinkedIn post as a Salesforce lead with one click, navigate to the LinkedIn post. 

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Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen and run the playbook. It will find the author’s LinkedIn profile, extract the information and create a new Salesforce lead. If Bardeen can’t find an associated email address, it will create the lead with a placeholder email address.

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

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Find more Salesforce integrations and LinkedIn integrations.

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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.