Create a Salesforce lead from a LinkedIn profile

Ready to supercharge your lead generation process? Look no further! This automation is here to streamline your workflow.

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Say goodbye to the manual effort of transferring LinkedIn profile information to Salesforce. With this playbook, you can effortlessly create a Salesforce lead directly from a LinkedIn profile. No more copy-pasting or wasting time on data entry.

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Whether you're a sales professional looking to expand your prospect list or a marketing team seeking qualified leads, this automation is a game-changer. Capture essential contact details, job titles, company information, and more with ease. Eliminate the pain points of manual data transfer and save valuable time.

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Don't let the inefficiencies of manual lead generation slow you down and unlock a seamless lead capture process. 

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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.

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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 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

When you want to save a LinkedIn profile as a new Salesforce lead with one click, navigate to the LinkedIn profile. 

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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 extract the information from the LinkedIn profile 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.

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