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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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
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.