Automating your lead qualification process can dramatically improve the efficiency of your sales team. Bardeen's playbook "Qualify leads from LinkedIn search and save to Coda" is designed to help you extract professional profiles from LinkedIn searches, apply custom qualification criteria, and store your qualified leads directly into Coda. This workflow is perfect for sales prospecting and data sourcing research, ensuring your team focuses on leads with the highest conversion potential.
Here's how this workflow simplifies lead qualification and storage:
Ready to streamline your LinkedIn networking without the hassle of manual profile extraction, categorization, and data entry? Navigating the expansive realm of LinkedIn profiles often comes with the pain of sifting through a multitude of data and the need to organize it effectively.
This automation offers a practical solution. It efficiently retrieves profile information from the LinkedIn people search page you're currently on. Customize your search criteria, and let the classifier task automatically qualify and categorize profiles to fit your specifications. It effortlessly stores these refined results in a Coda table, eliminating the laborious data entry process.
Whether you're a recruiter searching for top talent, a sales professional hunting promising leads, or a professional expanding your network, this automation simplifies your LinkedIn networking.
Let’s set it up!
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The first step is to create a Coda table with the classification information and any of the fields from LinkedIn that you would like to save.
Bardeen will extract information from the currently opened tab and get profile information like name, headline, skills, about, languages, contact details and more. It will then save all this information to your Coda table once your setup is complete.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Coda.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify a qualification task. You can choose to customize the sales lead qualification task. This will launch the interface for creating a lead qualifier based on your criteria.
Bardeen will ask you questions about things like the nature of your business, the products and services you offer, your target customer profile and how your products are applicable to the lead. You will also need to define your categories like “high potential” and “low potential”. It is important to add as much relevant information as possible. This will increase the quality of your classifier.
We recommend that you train your classifier with sample data from LinkedIn. This will increase the accuracy of the results and help Bardeen understand exactly what you're looking for.
After you choose the classifier, database and all the required fields, you will get a prompt to map the information to the fields in Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and check mark your qualification task, the max number of profiles and the Coda table. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Now that your classifier is set up, you can start qualifying your leads from LinkedIn search automatically. Navigate to the search results page and launch the playbook.
Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to qualify leads on your criteria. It will open each LinkedIn profile, analyze the data and generate a qualification based on the descriptions that you entered during setup.
For example, based on the criteria we described earlier in this article, only one profile was classified as “Qualified”. Bardeen will also add a brief classification description as to why the property was classified the way it was.
You can also edit the playbook and add your next action to further customize the automation.
Find more LinkedIn and Coda integrations.
You can also find more about how to increase your personal productivity and automate your sales workflow.
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