Bardeen's playbook enables sales professionals to seamlessly save LinkedIn company profiles as new accounts in Salesforce, thus enhancing their sales prospecting capabilities. Utilizing this workflow, sales teams can easily capture valuable company information without manual data entry, allowing them to focus on creating meaningful relationships and closing more deals efficiently.
Here's how this workflow saves a LinkedIn Company as a new Salesforce Account:
Level up your company management with this playbook! Seamlessly saving a LinkedIn company as a new Salesforce account, this automation simplifies your workflow and keeps your records up to date.
No more manual data entry or juggling between platforms. This playbook ensures that your Salesforce accounts reflect the latest LinkedIn company information, empowering you to stay on top of your business relationships.
Whether you're a sales professional seeking to expand your client base or a marketer looking to target specific industries, this playbook addresses your pain points head-on.
Eliminate the challenges of sourcing and inputting company data, reduce the risk of outdated information, and streamline your account creation process. Take charge of your LinkedIn and Salesforce integration and experience the convenience of automated account management.
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 Salesforce.
Navigate to a currently opened LinkedIn company profile, click on the playbook card, and the setup flow will start. Bardeen will prompt you to enter a parent, account type and Industry for the LinkedIn Company.
Click on “Save Input” and checkmark Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Navigate to a LinkedIn company profile that you want to save to Salesforce as a new account and press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen.
Click on the playbook card and fill out the required information. It will get information from the currently opened LinkedIn company profile and create a new Salesforce account with the information.
You can also edit the playbook and add your next action to further customize the automation.
Find more LinkedIn integrations, Salesforce integrations.
You can also find more about how to increase your personal productivity and streamline your sales and prospecting process. Learn more about how to scrape LinkedIn data.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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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.
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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.
200,000+ users and counting use Bardeen to eliminate repetitive tasks
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
