Qualify a LinkedIn company and save to HubSpot

In today's fast-paced business landscape, the hunt for promising leads can be a time-consuming challenge. Trawling through LinkedIn company profiles, gathering insights, and manually qualifying prospects can be a tedious and error-prone task.

This automation is designed to streamline your lead generation process. It seamlessly extracts vital information from LinkedIn company pages, saving you the hassle of sifting through data manually.

But it doesn't stop there. Our classifier takes center stage, allowing you to apply your own criteria to identify and categorize potential leads with precision. Once qualified, these companies are efficiently channeled into HubSpot, where you can nurture and manage your leads effortlessly.

Whether you're a sales professional seeking to expand your client base or a marketer looking to refine your targeting strategy, this automation has your back. 

Let’s set it up!

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Step 1: Pin the playbook and integrate HubSpot.

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 HubSpot.

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 classifier task. You can choose to modify a sales leads classifier if you don’t have one.

The classifier configuration page will open and Bardeen will ask you a few questions about your criteria.

Enter as much detail as possible. This will help the classifier understand what you are trying to accomplish. Bardeen will then ask you to create your categories. The names of these categories are important as you will need to use them when you filter out the results that you don’t want. 

Create the qualified and unqualified buckets. Enter as much detail as possible and take note of the names you enter for each category. You will need to use these during playbook setup. For instance, below we have named our descriptions “qualified” and “not qualified”.

After you have entered the descriptions, Bardeen will ask you to train the model. We recommend that you do this, as it will increase the quality of your results.

Click on “Save Input” and checkmark HubSpot. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify LinkedIn companies and save to HubSpot

Have the link of the LinkedIn company ready. 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 classify the LinkedIn company.

Enter the link and field name that you want to filter positive results. This will be the field name that you set up in your classifier.

Once your setup is complete, Bardeen will scrape the LinkedIn company about page and the company insights page. It will then analyze the company based on the information that you entered and classify the company as “qualified” and “not qualified”. If the company qualifies, it will be saved to HubSpot with information from LinkedIn.

Note: For this playbook to work, we need to be able to access "Company Insights" page. Since this page is only available within LinkedIn Premium, this playbook can only be run properly with a LinkedIn Premium account.

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

Find more LinkedIn and HubSpot integrations.

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