LinkedIn is a go-to tool of every respectable sales rep. We use LinkedIn for identifying sales opportunities (prospecting), research people and companies to tailor our products and services, and of course for outreach. We also use AI prospecting tools to find more leads.
LinkedIn to a sales rep is what a sword is to a Viking 🗡 or Figma to a designer. Let’s take a look at making LinkedIn and Pipedrive work together. Seamlessly.
Download and login to your Bardeen.ai account, integrate and authenticate Pipedrive and LinkedIn.
Step 2: Pick one of the pre-built automations and activate it
One of the great features of Bardeen AI is the ease with which you can explore and activate prebuilt automations for LinkedIn and Pipedrive. These automations can save you a lot of time, increase efficiency, and simplify your workflow. To explore these automations, all you have to do is click once, and voila! You're ready to start using them. With the time saved, you can focus on other important tasks and maximize your productivity. This is just one example of how Bardeen AI can help you streamline your business processes and achieve your goals more effectively.
Step 3: Build your customized workflow using Magic Box with only a few lines of text
Type in your desired workflow in the Magic Box and let Bardeen.ai build your workflow for you in seconds. Review the workflow and activate it to start saving time with automation.
And that's it! By following these three simple steps, you can integrate LinkedIn and Pipedrive using Bardeen.ai to help streamline your sales process and increase your productivity.
LinkedIn + Pipedrive workflow automation examples
Save LinkedIn contacts and companies to Pipedrive
You need volume to meet your sales goals. But if you don’t follow up, what’s the point of outreach?
Tracking your outreach opportunities and follow-ups are the key! So when you are manually prospecting on LinkedIn, you should log opportunities to your CRM. You can copy-paste data from LinkedIn to CRM the old-school way. Or you can automate this process with a click of a button.
If you're like me and always closing deals, social media research is key to improving your closing rate.
This automation tool will look up LinkedIn, Twitter, and GitHub profiles for you. You'll be your prospects' best friend in no time.
So no Googling or pasting people’s names into every social media.
Save LinkedIn messages to Pipedrive
One of the biggest challenges with every CRM is syncing communication across different channels. And to be entirely fair, it’s tough to do given that messengers don’t open up data.
As a result, we are stuck with incomplete CRM records OR manually copy-pasting information...
To make your life a bit easier, you can add any text to Pipedrive with a shortcut.
You can select text from LinkedIn messages and automatically get them sent to Pipedrive. You can do the same with Telegram, Facebook, or Gmail.
Bardeen is a productivity tool to automate your repetitive tasks and control your web apps from anywhere.
With a keyboard shortcut, you can create a new Pipedrive contact from LinkedIn, associate an email with a deal, and create notes on the fly.
What makes Bardeen unique is that Bardeen works where you do. It’s always with you in your browser (and even outside of it). Launch Bardeen with Option + B shortcut, and launch Pipedrive playbooks with just one click.
Bardeen also connects with your favorite web apps such as Google Calendar, Sheets, Gmail, and many others.
You can also move data between apps and transfer all existing information from one app to another.
Surfe can connect your CRM with LinkedIn within 60 seconds. Surfe started to see strong traction and their cute brand personality with easy to use interface helps penetrating into this crowded space.
Surfe enables you to add contacts, manage deals and pipelines straight from LinkedIn. Sell more, sell better, sell easier.
With Surfe, your CRM fields are accessible on LinkedIn. Input information, create new fields, and edit existing ones – everything will be synced to the CRM in real-time. No more frustration, just seamless integration.
Cost:
Does Pipedrive integrate with Linkedin?
The answer is yes! Pipedrive integrates with LinkedIn via 3rd party apps. You can send LinkedIn data to your PipeDrive CRM with a few clicks with 3rd party automation tools.
Final thoughts
Having read to this point, here is what I want you to note. One hundred percent of your LinkedIn + Pipedrive workflows don't have to be manual!
The smoother your sales process, the more time and focus you have left to concentrate on building relationships and helping your leads solve their pains. Explore our complete Pipedrive Automations guide to supercharge your CRM workflows.
SOC 2 Type II, GDPR and CASA Tier 2 and 3 certified — so you can automate with confidence at any scale.
Frequently asked questions
What is Bardeen?
Bardeen is an automation and workflow platform designed to help GTM teams eliminate manual tasks and streamline processes. It connects and integrates with your favorite tools, enabling you to automate repetitive workflows, manage data across systems, and enhance collaboration.
What tools does Bardeen replace for me?
Bardeen acts as a bridge to enhance and automate workflows. It can reduce your reliance on tools focused on data entry and CRM updating, lead generation and outreach, reporting and analytics, and communication and follow-ups.
Who benefits the most from using Bardeen?
Bardeen is ideal for GTM teams across various roles including Sales (SDRs, AEs), Customer Success (CSMs), Revenue Operations, Sales Engineering, and Sales Leadership.
How does Bardeen integrate with existing tools and systems?
Bardeen integrates broadly with CRMs, communication platforms, lead generation tools, project and task management tools, and customer success tools. These integrations connect workflows and ensure data flows smoothly across systems.
What are common use cases I can accomplish with Bardeen?
Bardeen supports a wide variety of use cases across different teams, such as:
Sales: Automating lead discovery, enrichment and outreach sequences. Tracking account activity and nurturing target accounts.
Customer Success: Preparing for customer meetings, analyzing engagement metrics, and managing renewals.
Revenue Operations: Monitoring lead status, ensuring data accuracy, and generating detailed activity summaries.
Sales Leadership: Creating competitive analysis reports, monitoring pipeline health, and generating daily/weekly team performance summaries.