Bardeen's automation playbook "Qualify LinkedIn Companies and Save to Pipedrive" is designed to enhance sales prospecting by efficiently identifying and storing potential leads. By scraping key company data from LinkedIn and utilizing AI classification, this workflow efficiently qualifies companies based on your criteria, saving valuable time you'd otherwise spend manually inputting data into your CRM system, Pipedrive. This process helps sales teams focus on building relationships and closing deals with high potential leads.
Here's how this workflow qualifies LinkedIn companies and saves them to Pipedrive:
Looking to streamline your lead generation and qualification process? Say goodbye to the time-consuming grind of extracting insights from LinkedIn company pages, manually categorizing prospects, and then saving them in Pipedrive. This automation has your back.
Navigating the complexities of lead generation is no easy feat, and this automation understands your pain points. It simplifies the extraction of key data from LinkedIn, giving you the upper hand in categorizing companies according to your unique criteria. With a few clicks, you can efficiently channel qualified companies into Pipedrive, ensuring a smooth transition from prospecting to nurturing.
Whether you're a sales professional aiming to expand your client base or a marketer looking to fine-tune your targeting strategy, this automation offers a practical solution to your lead management needs.
Let’s set it up!
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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 Pipedrive.
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 Pipedrive. You can edit Inputs later by hovering over the playbook.
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 Pipedrive 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 Pipedrive integrations.
You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.
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