Managing Salesforce contacts efficiently can be a challenge, especially when it comes to gathering additional information for a more comprehensive view. Fortunately, this automation simplifies the process. By utilizing the contact's email address, it automatically finds their LinkedIn profile and updates the Salesforce record with any available details.

‍

Say goodbye to manual searching and data entry. With this automation, you can effortlessly enhance your Salesforce contacts with valuable LinkedIn information. Gain insights into their professional background, connections, and more, all in one central place.

‍

It is ideal for sales teams aiming to personalize their approach, recruiters looking to evaluate candidates, or professionals wanting to strengthen business relationships. It saves time and ensures accurate and up-to-date information in your Salesforce database.

‍

Streamline your contact management, boost productivity, and make informed decisions with this automated solution. 

‍

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. This will allow you to update a contact’s information with one click.

‍

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 for the Salesforce contact’s name. 

‍

You can click on “Save Input” and checkmark the name if you want. 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

When you want to update a Salesforce contact’s information by getting additional information from their LinkedIn profile, press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook.

‍

It will use the contact’s email address to find the LinkedIn profile. It will then get and update additional information from LinkedIn, like the contact’s title and phone number, and update the Salesforce contact record with this information.

‍

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

‍

Find more Salesforce integrations, LinkedIn integrations or explore Salesforce and LinkedIn integrations.

‍

You can also find more about how to increase your personal productivity and automate your sales process.

‍