Integrations used
Time saving
5 min
Action
Copy
description
This playbook will create a new Pipedrive organization using LinkedIn company data extracted from the currently opened page.
Saves at least
5 min
Copy
LinkedIn company data to Pipedrive
playbook Template
Copy LinkedIn company data to Pipedrive
This playbook will create a new Pipedrive organization using LinkedIn company data extracted from the currently opened page.
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.
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This playbook has been deprecated.
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How does this automation work?
Scrape data on active tab
Action
Create Pipedrive organization
Action
Convert table to string
Action
Create Pipedrive note
Action
Bardeen's playbook "Copy LinkedIn company data to Pipedrive" offers a seamless way to capture valuable company information directly from LinkedIn and store it in Pipedrive as a new organization entry. This automation is particularly useful for sales teams and professionals who rely on LinkedIn for prospecting, allowing them to enrich their CRM data with minimal effort. Organizing and updating company data efficiently can lead to more opportunities and better relationship management.
Here's how this workflow transfers LinkedIn company information to Pipedrive:
- Step 1: Scrape LinkedIn Data - The Scraper tool extracts company data from the LinkedIn page you have open. It uses a specialized LinkedIn company page scraper template designed by Bardeen to ensure accurate data retrieval.
- Step 2: Create Pipedrive Organization - The extracted data is then used to create a new organization in your Pipedrive CRM, automating what would typically be a manual entry process.
- Step 3: Convert Data for Note - Bardeen converts the scraped table data into a string format to be used in the following step.
- Step 4: Add Pipedrive Note - A Pipedrive note is created and associated with the newly created organization, ensuring that all relevant information is stored and accessible within your CRM.
How to run the playbook
Using LinkedIn for lead prospecting is a good strategy, but manually copying data from LinkedIn to PipeDrive is both tedious and error-prone. Automating this process is a better way to create PipeDrive company automatically.
This playbook creates a new Pipedrive company from the currently opened LinkedIn company page.
Bardeen will also add a note with the company details from the LinkedIn page including:
- About
- Description
- Employees
- Industry
- Location
- Contact URL
- LinkedIn company page URL
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: Setup the playbook and integrate Pipedrive
Click the “Pin it” button at the top of this page to get this automation saved to your Playbook.
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 to run the playbook.
Click on “Save Input” and checkmark PipeDrive. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to save LinkedIn company data to Pipedrive
Navigate to the LinkedIn profile page, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen and run this playbook. It will get all information from the company and add them to your table, saving you time.
This automation is fantastic if you are using Pipedrive as your single source of truth but would like to sync a record of your company with Google Sheets.
Find more LinkedIn automations, Pipedrive automations, or edit the playbook to suit your own workflow.
It takes just one click to add a new company to Pipedrive! Give it a try.
💡 The playbook uses the Bardeen scraper to extract information from websites.
Explore our complete Pipedrive workflow automations guide to supercharge your CRM workflows with Bardeen, and how to connect LinkedIn to Pipedrive.
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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.