Qualify LinkedIn Companies and Save to Salesforce

Tired of grappling with the daunting task of scouring LinkedIn company pages for vital information, followed by the painstaking process of qualifying leads manually? We understand your frustration.

This automation offers a straightforward solution. It efficiently scrapes essential data from LinkedIn, eliminating the hassle of manual data extraction. Plus, with the help of our classifier, you can effortlessly categorize companies based on your criteria. The best part? All your hard-earned qualified leads seamlessly find their place in Salesforce, ready for your team to nurture and convert.

From sales teams seeking to expand their client base to marketers refining their targeting strategy, this automation is here to make your life easier. 

Let’s set it up!

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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.

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 classifier task. You can choose to modify a sales leads classifier if you don’t have one.

The classifier configuration page will open and Bardeen will ask you a few questions about your criteria.

Enter as much detail as possible. This will help the classifier understand what you are trying to accomplish. Bardeen will then ask you to create your categories. The names of these categories are important as you will need to use them when you filter out the results that you don’t want. 

Create the qualified and unqualified buckets. Enter as much detail as possible and take note of the names you enter for each category. You will need to use these during playbook setup. For instance, below we have named our descriptions “qualified” and “not qualified”.

After you have entered the descriptions, Bardeen will ask you to train the model. We recommend that you do this, as it will increase the quality of your results.

Click on “Save Input” and checkmark Salesforce. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to qualify LinkedIn companies and save to Salesforce

Have the link of the LinkedIn company ready. 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 classify the LinkedIn company.

Enter the link and field name that you want to filter positive results. This will be the field name that you set up in your classifier.

Once your setup is complete, Bardeen will scrape the LinkedIn company about page and the company insights page. It will then analyze the company based on the information that you entered and classify the company as “qualified” and “not qualified”. If the company qualifies, it will be saved to Salesforce with information from LinkedIn.

Note: For this playbook to work, we need to be able to access "Company Insights" page. Since this page is only available within LinkedIn Premium, this playbook can only be run properly with a LinkedIn Premium account.

You can also edit the playbook and add your next action to further customize the automation.

Find more LinkedIn and Salesforce integrations.

You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.