Create a Salesforce lead from a LinkedIn profile

Steps:

Bardeen's playbook "Create a Salesforce lead from a LinkedIn profile" is designed to help sales and business development professionals automate the process of capturing leads. By leveraging LinkedIn profiles, users can gather valuable information and directly create leads in Salesforce, ensuring no potential business opportunities slip through the cracks. The workflow is particularly beneficial for those looking to enhance their lead generation efforts and maintain a consistent pipeline for business growth.

Here's how this workflow enables you to transfer LinkedIn profile details to Salesforce automatically:

• Step 1: Scrape LinkedIn Profile - The Scraper is employed to collect data from a LinkedIn profile which is currently open in your browser tab.
• Step 2: Split Name - The full name scraped from the LinkedIn profile is split into first and last names using the space character as a separator.
• Step 3: Extract First Name - The first name is extracted from the split name for personalized lead entry in Salesforce.
• Step 4: Extract Last Name - Similarly, the last name is isolated for the Salesforce lead entry.
• Step 5: Split Phone Number - If available, the phone number is split to facilitate proper formatting or to extract specific parts if needed.
• Step 6: Extract Phone Number - The necessary segment of the phone number is selected for the Salesforce lead record.
• Step 7: Create Salesforce Lead - A new lead is created in Salesforce with the extracted information from the LinkedIn profile, streamlining the lead generation process for sales professionals.

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.