Scraper
LinkedIn
Salesforce
Workflow Template

Save a LinkedIn Company as a new Salesforce Account

This Playbook will copy and save a HubSpot contact as a new contact in Salesforce. If a contact already exists, Bardeen will update the existing Salesforce contact with new information from HubSpot.
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Scrape data on active tab
Action
Split string
Action
Get element from array
Action
Convert to number
Action
Create Salesforce account
Action

How does this automation work?

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:

  • Step 1: Scrape LinkedIn Company Information - The Scraper is used to extract company information from the LinkedIn company about page right from the active browser tab.
  • Step 2: Split Company Data - After scraping, the company's data is split to organize the information effectively. For instance, the number of employees listed on LinkedIn is separated for further processing.
  • Step 3: Select Data Item - From the split data, a specific item, such as the first element, is selected to be used in creating the new Salesforce account.
  • Step 4: Convert to Numeric Value - Any text representing numeric values, such as the number of employees, is converted to a number to ensure data consistency within Salesforce.
  • Step 5: Create Salesforce Account - Finally, with all the necessary information processed and formatted, a new Salesforce account is created using the company's name obtained from LinkedIn.
Run this LinkedIn automation with Bardeen in minutes.

How to run the workflow

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!

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: Pin the playbook and integrate Salesforce

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. 

Step 2: Run the playbook to scrape data from LinkedIn

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.

Run this LinkedIn automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save a LinkedIn Company as a new Salesforce Account
Save a LinkedIn Company as a new Salesforce Account
Save a LinkedIn Company as a new Salesforce Account
Types:
Both
Actions
Triggers
Get screenshot of page snippet
Get screenshot of page snippet
Action
Get selected text on current page
Get selected text on current page
Action
Scrape data
Scrape data
Action
Create Salesforce account
Create Salesforce account
Action
Delete Scraper template
Delete Scraper template
Action
Create new scraper template
Create new scraper template
Action
Take action following defined goal
Take action following defined goal
Action
Edit current page template
Edit current page template
Action
Create Salesforce lead
Create Salesforce lead
Action
Get Salesforce account
Get Salesforce account
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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