Integrations used
Time saving
25 min
Action
Create
description
This playbook will save a LinkedIn post's commenters as new Salesforce leads. It will get the information from the commenter's LinkedIn profile.
Saves at least
25 min
Create
Salesforce leads from LinkedIn post commenters
playbook Template
Create Salesforce leads from LinkedIn post commenters
This playbook will save a LinkedIn post's commenters as new Salesforce leads. It will get the information from the commenter's LinkedIn profile.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Scrape data on active tab
Action
Scrape data in the background
Action
Get a person's data from email address
Action
Create Salesforce lead
Action
Create Salesforce lead
Action
Bardeen's playbook for creating Salesforce leads from LinkedIn post commenters automates the process of capturing potential leads from social media interactions. By leveraging LinkedIn, a platform with a vast professional network, and Salesforce, a highly-regarded CRM system, businesses can efficiently source high-quality leads. This workflow is ideal for sales teams looking to harness the power of social selling and expand their lead generation efforts efficiently.
Here's how this workflow saves LinkedIn post commenters as Salesforce leads:
- Step 1: Scrape LinkedIn post commenters - Starts by scraping data from the LinkedIn post using a predefined template to extract commenter information. Specify the max number of profiles to scrape.
- Step 2: Extract LinkedIn profile information - The workflow scrapes detailed information from the LinkedIn profiles in the background.
- Step 3: Split commenter names - It splits the full names of the commenters into first and last names for Salesforce lead creation.
- Step 4: Create Salesforce leads - Using the information scraped, the workflow creates new leads in Salesforce, adding them to your sales pipeline.
How to run the playbook
Looking to effortlessly convert LinkedIn post commenters into valuable Salesforce leads? Look no further! This automatio is here to streamline your lead generation process.
Say goodbye to the manual task of collecting information from each commenter's LinkedIn profile. With this playbook, you can effortlessly save the commenters as new Salesforce leads. No more tedious data entry or missing out on potential leads.
Whether you're a sales professional expanding your prospect list or a marketing team aiming to convert engaged social media users, this automation is a game-changer. Capture vital contact details, professional information, and more from each commenter's LinkedIn profile with ease. Say goodbye to the pain points of manual lead generation and save valuable time.
Don't let the complexities of lead conversion slow you down. Unlock a seamless lead capture process.
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.
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.
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
When you want to save LinkedIn profiles from LinkedIn post commenters as new Salesforce leads, navigate to the LinkedIn search results page.
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 post commenters and create new Salesforce leads. If Bardeen can’t find an associated email addresses, it will create the leads with a placeholder email address.
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, streamline your data sourcing and research process and automate your sales workflow. Learn more about how to scrape LinkedIn leads.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.