Pipedrive
Clearbit
Workflow Template

Get social profiles of a Pipedrive contact

This playbook will find social media links of a Pipedrive contact.
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Find Pipedrive person
Action
Convert object to table
Action
Convert table to string
Action
Find email addresses in text (string)
Action
Find social media links from email
Action

How does this automation work?

Bardeen's automation playbook seamlessly connects with Pipedrive to enrich contact information with social media links using Clearbit. This workflow is invaluable for sales teams looking to understand their prospects better and tailor their outreach strategies effectively. By automating the process of collecting social links, sales professionals can dedicate more time to engaging with prospects and closing deals.

Here's how this workflow enriches Pipedrive contacts with social profiles automatically:

  • Step 1: Identify Pipedrive Contact - Locate a specific person in your Pipedrive CRM using the contact information provided.
  • Step 2: Convert to Table - Bardeen takes the information found and converts it into a structured table format, preparing it for further enrichment.
  • Step 3: Convert to String - The table data is then transformed into a string to facilitate the extraction of email addresses.
  • Step 4: Extract Email Addresses - From the string of data, all email addresses are extracted, ready for the next step of enrichment.
  • Step 5: Enrich with Social Links - Clearbit's enrichment tools are used to find social media profiles linked to the email addresses, providing comprehensive contact insights directly into Pipedrive.
Run this Clearbit automation with Bardeen in minutes.

How to run the workflow

Learn more about your prospects in Pipedrive. This automation uses Clearbit to look up social profiles of Pipedrive contacts.

Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Run this Clearbit automation with Bardeen in minutes.

Available actions & triggers

Apps:
Get social profiles of a Pipedrive contact
Get social profiles of a Pipedrive contact
Get social profiles of a Pipedrive contact
Types:
Both
Actions
Triggers
Create Pipedrive person
Create Pipedrive person
Action
Create Pipedrive activity
Create Pipedrive activity
Action
Find social media links from email
Find social media links from email
Action
Update Pipedrive person
Update Pipedrive person
Action
Create Pipedrive deal
Create Pipedrive deal
Action
Get social media links of event participants
Get social media links of event participants
Action
Find social media links from email (as text)
Find social media links from email (as text)
Action
Find Pipedrive note
Find Pipedrive note
Action
Create Pipedrive note
Create Pipedrive note
Action
Find Pipedrive deals
Find Pipedrive deals
Action
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FAQs

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You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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