Integrations used
Time saving
3 min
Action
Get
description
This playbook will search a Pipedrive contact using the name of the currently opened LinkedIn profile.
Saves at least
3 min
Get
a Pipedrive person link from a LinkedIn profile page
playbook Template
Get a Pipedrive person link from a LinkedIn profile page
This playbook will search a Pipedrive contact using the name of the currently opened LinkedIn profile.
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?
Scrape data on active tab
Action
Find Pipedrive person
Action
Find Pipedrive person
Action
With Bardeen, you can effortlessly integrate LinkedIn profiles directly into your Pipedrive CRM, enabling you to transform your sales prospecting activities. This workflow automates the process of searching for a Pipedrive contact by using the name from an open LinkedIn profile, saving you valuable time and ensuring you have the most up-to-date information at your fingertips.
Here's how this workflow searches Pipedrive contacts from LinkedIn profiles:
- Step 1: Scrape LinkedIn Profile - Bardeen uses a Scraper to extract data from the LinkedIn profile currently open in your browser, capturing essential details without manual input.
- Step 2: Search in Pipedrive - Using the information obtained from LinkedIn, Bardeen searches for a matching person in Pipedrive based on their name or URL, linking you directly to their CRM profile.
- Step 3: Search by Email - If the profile URL does not yield a result, Bardeen conducts an additional search in Pipedrive using the scraped email address to ensure you find the right contact.
How to run the playbook
This playbook will discover any existing Pipedrive contacts with matching names from a LinkedIn profile page.
Please be aware that the excessive or abusive use of extensions, bots, or automation tools on some websites can lead to penalties, including temporary or even permanent restrictions on your account. We recommend you read and adhere to the specific terms of the websites you are visiting and using to avoid any disruptions or issues. We do not assume any responsibility for the consequences of abuse.
Try to Save LinkedIn profile to Pipedrive contacts, if the contact doesn’t exist to create a new one.
Locate more integration possibilities for Linkedin automation, Pipedrive integrations, or a integrating LinkedIn with Pipedrive, or modify the playbook to fit your distinct workflow requirements better.
Explore our complete Pipedrive workflow automations guide to supercharge your CRM workflows with Bardeen, and how to connect LinkedIn to Pipedrive.
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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.