Enrich and update a Salesforce lead's record with new information

Steps:

Bardeen's playbook offers a seamless workflow that enriches and updates Salesforce leads with additional data sourced from LinkedIn, using the lead's email address. For businesses looking to leverage the power of Salesforce's CRM capabilities, this automation provides a competitive edge by ensuring your leads' records are rich with the latest professional information. It's an efficient way to maintain up-to-date profiles, which can be crucial for successful sales prospecting and data sourcing research.

Here's how this workflow updates a Salesforce lead with new information:

• Step 1: Retrieve Salesforce lead - Bardeen begins by locating a specific Salesforce lead using the name you provide. Salesforce is the CRM platform where your customer and lead data is managed.
• Step 2: Extract email address - The workflow then converts the located lead's name into an email address format for further use.
• Step 3: Enrich with Bardeen - Using the email obtained, Bardeen enriches the lead's data with social media profiles through Bardeen.
• Step 4: Scrape LinkedIn profile - The LinkedIn profile is identified using a custom Scraper template and the data is collected in the background.
• Step 5: Process LinkedIn data - The scraped LinkedIn data is processed to isolate specific information that will be used to update the Salesforce record.
• Steps 6-9: Additional processing - Further data processing steps are carried out to refine the information before updating the Salesforce lead.

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.