Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
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Eliminate the challenges of sourcing and inputting company data, reduce the risk of outdated information, and streamline your account creation process.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!
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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