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Bardeen Enrichment
LinkedIn
Salesforce
playbook Template

Create a new Salesforce lead based on LinkedIn message content

This Playbook will create a Salesforce lead based on the content of LinkedIn messages and LinkedIn profile information for the most recent message received on the LinkedIn messaging 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.

How does this automation work?

Scrape data on active tab
Action
Scrape data in the background
Action
Classify customized text
Action
Split full name
Action
Get a person's data from email address
Action
Create Salesforce lead
Action
Run this Bardeen Enrichment automation with Bardeen in minutes.

How to run the playbook

Run this Bardeen Enrichment automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a new Salesforce lead based on LinkedIn message content
Create a new Salesforce lead based on LinkedIn message content
Create a new Salesforce lead based on LinkedIn message content
Types:
Both
Actions
Triggers
Find records in Salesforce
Find records in Salesforce
Action
Create Salesforce lead
Create Salesforce lead
Action
Get Salesforce lead
Get Salesforce lead
Action
Find a person’s email address by name
Find a person’s email address by name
Action
Update Salesforce contact
Update Salesforce contact
Action
Get Salesforce contact
Get Salesforce contact
Action
Create a record in Salesforce
Create a record in Salesforce
Action
Create Salesforce account
Create Salesforce account
Action
Get Salesforce account
Get Salesforce account
Action
Verify email address
Verify email address
Action
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Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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