Integrations used
Time saving
15 min
Action
Enrich
description
This playbook will find a Salesforce leads's LinkedIn profile by using the contact's email address and update the lead's Salesforce record with any additional information.
playbook Template
Enrich and update a Salesforce lead's record with new information
This playbook will find a Salesforce leads's LinkedIn profile by using the contact's email address and update the lead's Salesforce record with any additional information.
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 Salesforce lead
Action
Convert Text to email addresses
Action
Get a person's data from email address
Action
Scrape data in the background
Action
Create Salesforce lead
Action
Bardeen's playbook offers a seamless workflow that enriches and updates Salesforce leads with additional data sourced from LinkedIn, using the lead's email address. For businesses looking to leverage the power of Salesforce's CRM capabilities, this automation provides a competitive edge by ensuring your leads' records are rich with the latest professional information. It's an efficient way to maintain up-to-date profiles, which can be crucial for successful sales prospecting and data sourcing research.
Here's how this workflow updates a Salesforce lead with new information:
- Step 1: Retrieve Salesforce lead - Bardeen begins by locating a specific Salesforce lead using the name you provide. Salesforce is the CRM platform where your customer and lead data is managed.
- Step 2: Extract email address - The workflow then converts the located lead's name into an email address format for further use.
- Step 3: Enrich with Clearbit - Using the email obtained, Bardeen enriches the lead's data with social media profiles through Clearbit's data API.
- Step 4: Scrape LinkedIn profile - The LinkedIn profile is identified using a custom Scraper template and the data is collected in the background.
- Step 5: Process LinkedIn data - The scraped LinkedIn data is processed to isolate specific information that will be used to update the Salesforce record.
- Steps 6-9: Additional processing - Further data processing steps are carried out to refine the information before updating the Salesforce lead.
How to run the playbook
Looking to streamline your Salesforce lead management process? We've got you covered! This automation simplifies the task of finding a lead's LinkedIn profile and updating their Salesforce record, all with just their email address.
Picture this: you receive a new lead, but their contact information is limited. No need to waste time manually searching for their LinkedIn profile or entering data into Salesforce. This automation takes the pain out of this process, automatically finding the contact's LinkedIn profile and populating their Salesforce record with any available information.
No more struggling with outdated lead data or juggling multiple platforms. This automation streamlines the process, allowing you to focus on what truly matters - nurturing and converting leads. Say goodbye to time-consuming tasks and embrace the efficiency of automated lead management.
Boost productivity and make your Salesforce workflow a breeze with this automation!
Let’s set it up!
Step 1: Pin the playbook and integrate Salesforce
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 Salesforce. This will allow you to update a contact’s information with one click.
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 for the Salesforce lead’s name.
You can click on “Save Input” and checkmark the name if you want. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to enrich and update a Salesforce lead’s record
When you want to update a Salesforce contact’s information by getting additional information from their LinkedIn profile, 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.
It will use the contact’s email address to find the LinkedIn profile. It will then get and update additional information from LinkedIn, like the contact’s title and phone number, and update the Salesforce contact record with this information.
If any additional information is found by Bardeen and Clearbit, it will be reflected in the lead’s Salesforce record.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce and LinkedIn integrations.
You can also find more about how to increase your personal productivity and automate your sales process.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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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.
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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.