Integrations used
Time saving
20 min
Action
Create
description
This Playbook will find a contact's LinkedIn profile and summarize the last 5 posts from the contact's profile. It will then update the contact's record with a note of the summary.
playbook Template
Create a summary of a HubSpot contact's latest LinkedIn posts and save as a note
This Playbook will find a contact's LinkedIn profile and summarize the last 5 posts from the contact's profile. It will then update the contact's record with a note of the summary.
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.
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How does this automation work?
Get HubSpot Contact
Action
Get a person's data from email address
Action
Scrape data in the background
Action
Merge text
Action
Get summary of a text by OpenAI
Action
Create note in HubSpot
Action
How to run the playbook
Keeping up with your HubSpot contacts' LinkedIn activity can be challenging. This Playbook eases the burden by finding a contact's LinkedIn profile, summarizing their last 5 posts, and adding a note of the summary to their HubSpot record.
Manually tracking and summarizing LinkedIn posts can take up a lot of time and often leads to missed updates. Ensuring your CRM reflects the latest insights from your contacts' activity requires constant attention.
For example, when preparing for client meetings or tailoring follow-up communications, having recent information is crucial. This automation fetches and summarizes the latest LinkedIn posts, ensuring you have relevant updates at your fingertips.
Whether you're enhancing client engagement, preparing personalized outreach, or maintaining an up-to-date CRM, this Playbook streamlines the process, saving you time and ensuring you stay informed with minimal effort.
Let’s set it up!
Step 1: Pin the playbook and integrate HubSpot and LinkedIn
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and LinkedIn.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input” and checkmark HubSpot. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to create a summary of a HubSpot contact's latest LinkedIn posts and save as a note
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will find a contact's LinkedIn profile and summarize the last 5 posts from the contact's profile. It will then update the contact's record with a note of the summary.
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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.