Bardeen enhances LinkedIn prospecting by automating the process of qualifying leads and saving them directly to Airtable. This playbook is designed for sales professionals and businesses looking to streamline their lead generation process from LinkedIn searches. By automating the qualification and data entry process, teams can focus on engaging with prospects rather than manual data handling.
Here's how this workflow qualifies LinkedIn search results and saves them to Airtable:
Tired of the manual grind of extracting LinkedIn profiles, sorting them through specific criteria, and then storing them in an Airtable? If you've ever found yourself deep in the trenches of professional networking, you know how painstaking it can be.
Our solution aims to simplify this process. This automation efficiently extracts profile data from your currently opened LinkedIn people search page. It then empowers you to customize your search criteria, classifying and categorizing profiles as per your needs. The best part? It automatically saves these refined results directly to an Airtable, freeing you from the tedious data entry work.
Whether you're a recruiter hunting for top talent, a sales professional identifying potential leads, or an entrepreneur looking to expand your network, this automation streamlines your efforts.
Let’s set it up!
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The first step is to create an Airtable with the classification information and any of the fields from LinkedIn that you would like to save.
Bardeen will extract information from the currently opened tab and get profile information like name, headline, skills, about, languages, contact details and more. It will then save all this information to your Airtable once your setup is complete.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Airtable.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
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 a qualification task. You can choose to customize the sales lead qualification task. This will launch the interface for creating a lead qualifier based on your criteria.
Bardeen will ask you questions about things like the nature of your business, the products and services you offer, your target customer profile and how your products are applicable to the lead. You will also need to define your categories like “high potential” and “low potential”. It is important to add as much relevant information as possible. This will increase the quality of your classifier.
We recommend that you train your classifier with sample data from LinkedIn. This will increase the accuracy of the results and help Bardeen understand exactly what you're looking for.
After you choose the classifier, database and all the required fields, you will get a prompt to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and check mark your qualification task, the max number of profiles and the Airtable. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Now that your classifier is set up, you can start qualifying your leads from LinkedIn search automatically. Navigate to the search results page and launch the playbook.
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 to qualify leads on your criteria. It will open each LinkedIn profile, analyze the data and generate a qualification based on the descriptions that you entered during setup.
For example, based on the criteria we described earlier in this article, only one profile was classified as “Qualified”. Bardeen will also add a brief classification description as to why the property was classified the way it was.
You can also edit the playbook and add your next action to further customize the automation.
Find more LinkedIn and Airtable integrations.
You can also find more about how to increase your personal productivity and automate your sales workflow.
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