LinkedIn
HubSpot
playbook Template

Qualify a LinkedIn company and save to HubSpot

This automation will get information from a LinkedIn company's about page and employee growth insights. It will then save qualified companies to HubSpot based on your criteria.

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 in the background
Action
Scrape data in the background
Action
Merge table columns
Action
Classify customized text
Action
Create HubSpot Company
Action
Merge text
Action

How does this automation work?

Bardeen automates the process of qualifying LinkedIn companies and saving them to HubSpot, revolutionizing the way sales teams prospect and manage their pipelines. By extracting key company information and insights directly from LinkedIn, sales professionals can quickly identify potential leads. This playbook uses advanced scraping and AI classification to ensure that only the most promising opportunities are captured in your HubSpot CRM, enabling your team to focus on the most viable prospects.

Here's how this workflow qualifies a LinkedIn company and saves it to HubSpot:

  • Step 1: Scrape LinkedIn About Page - Bardeen uses its powerful Scraper to extract details from a LinkedIn company's about page based on the URL you provide.
  • Step 2: Scrape LinkedIn Insights - The workflow continues to scrape the LinkedIn company's insights page for employee growth and other valuable data.
  • Step 3: Merge Data - Bardeen then merges the data tables from the about page and insights page for a comprehensive view of the company.
  • Step 4: Classify Company Data - Using Bardeen AI, the combined data is classified based on your customized criteria to qualify the company.
  • Step 5: Save to HubSpot - Finally, the qualified LinkedIn company information is saved to HubSpot, automatically creating a new company record in your CRM.
Run this HubSpot automation with Bardeen in minutes.

How to run the workflow

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.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Qualify a LinkedIn company and save to HubSpot
Qualify a LinkedIn company and save to HubSpot
Qualify a LinkedIn company and save to HubSpot
Types:
Both
Actions
Triggers
Create HubSpot Ticket
Create HubSpot Ticket
Action
Create HubSpot Product
Create HubSpot Product
Action
Delete HubSpot Company
Delete HubSpot Company
Action
Create HubSpot Contact
Create HubSpot Contact
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Get HubSpot Deal
Get HubSpot Deal
Action
Get HubSpot Contact
Get HubSpot Contact
Action
Create task in HubSpot
Create task in HubSpot
Action
Find notes in HubSpot
Find notes in HubSpot
Action
Get HubSpot Company
Get HubSpot Company
Action
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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.

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