LinkedIn
Notion
playbook Template

Qualify leads from LinkedIn search and save to Notion

This Playbook will get profile information from the currently opened LinkedIn people search page, qualify each profile based on the criteria you enter to the classifier task and save the results to a Notion database.

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.

Scrape data on active tab
Action
Scrape data in the background
Action
Classify customized text
Action
Create Notion page
Action

How does this automation work?

Bardeen automates the process of qualifying leads from LinkedIn and saving them directly into a Notion database. In today's fast-paced business environment, speed and efficiency in lead qualification are key to staying ahead. This playbook specifically targets sales professionals and researchers who utilize LinkedIn for lead sourcing and Notion for organization.

Here's how this workflow operates to enhance your lead qualification process:

  • Step 1: Scrape LinkedIn profiles - The Scraper extracts profile data from LinkedIn's people search page. You can specify the maximum number of profiles you wish to extract.
  • Step 2: Scrape in the background - The Scraper then operates in the background to collect detailed information from each LinkedIn profile, ensuring a seamless workflow.
  • Step 3: Classify profiles with AI - Bardeen AI Actions classify the scraped data based on your custom criteria to ensure that only qualified leads are processed.
  • Step 4: Save leads to Notion - The qualified leads are then saved to a Notion database. This step requires specifying which Notion database to use.
Run this LinkedIn automation with Bardeen in minutes.

How to run the workflow

Looking to streamline your LinkedIn networking efforts without the hassle of manually sourcing profiles, categorizing them based on specific criteria, and entering data into a Notion Database? Navigating the world of online networking can be overwhelming, with the need to sift through numerous profiles and organize them effectively.

This automation presents an efficient solution. It seamlessly extracts profile information from the LinkedIn people search page you're currently viewing. You can customize your search criteria, allowing the classifier task to automatically qualify and categorize profiles accordingly. It then effortlessly stores these refined results in a Notion Database, eliminating the tedious data entry process.

Whether you're a recruiter searching for top talent, a sales professional seeking promising leads, or a business owner expanding your network, this automation simplifies your LinkedIn networking. 

Let’s set it up!

Please be aware that the excessive or abusive use of extensions, bots, or automation tools on some websites can lead to penalties, including temporary or even permanent restrictions on your account. We recommend you read and adhere to the specific terms of the websites you are visiting and using to avoid any disruptions or issues. We do not assume any responsibility for the consequences of abuse.

Step 1: Create a Notion database to save the classification information

The first step is to create a Notion database 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 Notion database once your setup is complete.

Step 2: Install the extension and map the information to Notion

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Notion. 

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 Notion.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion 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 Notion database. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the playbook to qualify leads from LinkedIn search and save to Notion

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 Notion integrations.

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

Run this LinkedIn automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify leads from LinkedIn search and save to Notion
Qualify leads from LinkedIn search and save to Notion
Qualify leads from LinkedIn search and save to Notion
Types:
Both
Actions
Triggers
Update or add Notion page
Update or add Notion page
Action
Fnd Notion database
Fnd Notion database
Action
Open Notion database
Open Notion database
Action
Delete database
Delete database
Action
Open Notion page
Open Notion page
Action
When Notion page is created or updated
When Notion page is created or updated
Trigger
When Notion page is created
When Notion page is created
Trigger
When Notion page is created or updated
When Notion page is created or updated
Trigger
Create Notion page
Create Notion page
Action
Find Notion pages
Find Notion pages
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use

FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

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

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

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

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.