HubSpot
Scraper
playbook Template

Scrape LinkedIn Lead Information and Sync to HubSpot

This workflow automates scraping LinkedIn lead info and creates a new lead in HubSpot, streamlining lead management.
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Scrape data on active tab
Action
Scrape data on active tab
Create HubSpot Contact
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Create HubSpot Contact

How does this playbook work?

This workflow automates scraping LinkedIn lead info and creates a new lead in HubSpot, streamlining lead management.
Inputs
  • LinkedIn profile URL of the lead
  • Scraper model for LinkedIn
  • HubSpot account credentials
outputs
  • New lead created in HubSpot

This workflow automates the process of scraping lead information from LinkedIn and creating a new lead in HubSpot.

Firstly, the automation scrapes lead information such as First Name, Last Name, Email, Phone, Website, and Company from an active LinkedIn tab using a combined scraper model. Then, it automatically creates a new lead in HubSpot with the scraped information. This is particularly useful for sales and marketing professionals looking to:

  • Efficiently gather lead information from LinkedIn
  • Streamline lead management by directly adding them to HubSpot
Pro Tip: This workflow can save hours of manual data entry, helping teams focus on engagement rather than data collection.

The modularity of the workflow allows for the scraper model to be adjusted based on the specific LinkedIn layout or information required. Similarly, the HubSpot creation step can be modified to include or exclude specific fields based on user needs.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device.

Step 2: Navigate to the Magic Box

After installation, proceed to the Magic Box and input the prompt:

scrape LinkedIn lead from form, create new lead in HubSpot

Step 3: Integrate the Workflow Integrations

Make sure to set up the necessary integrations for the workflow. This includes LinkedIn for scraping lead information and HubSpot for creating new leads.

Step 4: Run the Workflow

Finally, execute the workflow. This workflow is designed to:

  • Scrape lead information from an active LinkedIn form tab, capturing details such as the lead's first name, last name, email, phone, website, and company.
  • Then, it creates a new lead in HubSpot using the scraped information, effectively transferring lead details from LinkedIn to your HubSpot CRM.
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How to Effortlessly Transfer LinkedIn Leads to HubSpot?

How to Sync LinkedIn Lead Gen Forms to HubSpot

Syncing LinkedIn lead gen forms to HubSpot is a crucial step for marketers and sales professionals looking to streamline their lead management process. This integration allows for the automatic transfer of leads captured through LinkedIn into the HubSpot CRM, ensuring no lead is left behind and enabling timely follow-up actions. While there are various methods to achieve this, including manual exports and imports or using third-party tools, understanding the direct integration between LinkedIn and HubSpot is essential for efficiency.

Automate the process of syncing LinkedIn lead gen forms to HubSpot and focus more on engaging your leads rather than manual data entry. Start now with Bardeen.

To set up the integration directly, you need to have the necessary permissions on both platforms. For LinkedIn, being a Super Admin, Content Admin, or Lead Gen Forms Manager on the associated LinkedIn Business Page is required. On HubSpot's side, access to the Ads section under Marketing settings is needed. Once permissions are confirmed, navigate to the Ads section in your HubSpot account settings, where you can connect your LinkedIn account and configure lead syncing settings.

It's important to configure custom field mappings between LinkedIn lead gen forms and HubSpot properties to ensure data consistency and relevance. This step is crucial for tailoring the lead information to your specific needs, allowing for more personalized and effective follow-up strategies.

Enhancing Lead Management with LinkedIn and HubSpot Integration

Integrating LinkedIn's powerful lead generation capabilities with HubSpot's robust CRM and marketing automation tools can significantly enhance your lead management process. By leveraging the LinkedIn Sales Navigator and HubSpot integration, you gain deeper insights into your leads directly from the HubSpot contact record. This includes viewing LinkedIn job titles, company information, and even sending InMails directly from HubSpot.

This integration not only saves time but also enriches your lead data, providing your sales team with valuable context to personalize outreach efforts. Moreover, it facilitates a more streamlined workflow, enabling your team to engage leads more effectively and efficiently.

Maximize your lead engagement by integrating LinkedIn Sales Navigator with HubSpot. Discover how with Bardeen.

For those looking for automation beyond the native integrations, tools like Bardeen can offer a more flexible solution, automating tasks and workflows between LinkedIn and HubSpot. Whether it's scraping lead information from LinkedIn or automating data entry into HubSpot, exploring automation options can further enhance your lead management and nurturing processes.

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