With over 756 million users and 57 million businesses, LinkedIn promises to be the most powerful platform for prospecting and research.
And as a Pipedrive user, you are working with one of the most robust CRM tools on the market.
In this article, you will discover how to automate LinkedIn activities and supercharge your sales process.
How to integrate LinkedIn and Pipedrive?
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.
Step 1: Authenticate LinkedIn and Pipedrive
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?
The first touchpoint on LinkedIn (or anywhere else for that matter) is just 1/5th of the lead’s potential.
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.
Try these automations:
Build a prospecting list workflow automation examples
The automations above are the best for sniper salespeople. Meticulous and hyper-targeted.
But if you like going full Rambo at prospecting with the machine-gun approach, there is an automation for that too.
Navigate to LinkedIn search and set your search query. When ready, let’s extract a list of LinkedIn profile pages.
We will get a list of LinkedIn profile URLs.
All in all, it takes ~2 min from start to finish to build a list for your prospecting outreach.
Learn more about LinkedIn scraping.
Research Pipedrive contacts with social profiles
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.
Try out this automation right from this page:
Explore more Pipedrive workflow automation examples.
Top connect Pipedrive to LinkedIn apps
We’ve covered the LinkedIn + Pipedrive use cases. Now, let’s take a look the best apps on the market.
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, Jira, and many others.
You can also move data between apps and transfer all existing information from one app to another.
LeadJet connects sales activities between Pipedrive and LinkedIn.
It allows you to sync LinkedIn contacts to Pipedrive, add Pipedrive tags and add notes.
As a bonus, LeadJet has message templates, which will save you tons of time when communicating with folks on LinkedIn.
LinkMatch is a cheaper alternative to LeadJet with reduced functionality (and design).
LinkMathc allows you to create contacts from LinkedIn as well as view and fill in additional information.
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.
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.
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.