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LinkedIn Company Search and CRM Integration

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For Airtable, this workflow automates the process of searching for companies on LinkedIn and adding them to your CRM. It efficiently filters and processes company data, ensuring only valid entries with a minimum of 200 followers and a listed website are included. The integration prevents duplicates by checking existing records before adding new companies, streamlining your lead generation efforts and enhancing your CRM with relevant, credible prospects.

Workflow Overview

For Airtable, this workflow automates the process of searching for companies on LinkedIn and adding them to your CRM. It efficiently filters and processes company data, ensuring only valid entries with a minimum of 200 followers and a listed website are included. The integration prevents duplicates by checking existing records before adding new companies, streamlining your lead generation efforts and enhancing your CRM with relevant, credible prospects.

This workflow is ideal for:

  • Marketing Professionals: Looking to enrich their CRM with targeted company data from LinkedIn.
  • Sales Teams: Aiming to identify potential leads and enhance their outreach efforts.
  • Business Development Managers: Seeking to expand their network and discover new business opportunities.
  • Entrepreneurs: Wanting to gather information about competitors or potential partners in the market.
  • Data Analysts: Interested in automating data collection and processing for better insights.

This workflow addresses the challenge of manually searching for and collecting company data from LinkedIn. It automates the process of:

  • Searching for companies based on specific criteria such as industry, size, and location.
  • Filtering out non-credible companies based on follower count and website presence.
  • Preventing duplicates in the CRM by checking if a company already exists before adding new entries.
  • Saving time and effort by automating data retrieval and entry into Airtable CRM, allowing users to focus on strategic tasks.
  1. Manual Trigger: The workflow starts when the user clicks ‘Test workflow’.
  2. Set Variables: Users define their target audience, company size, and location for the search.
  3. Search Companies: The workflow sends a request to the Ghost Genius API to search for companies based on the defined criteria.
  4. Extract Company Data: The response is processed to extract relevant company data.
  5. Process Each Company: Each company is processed individually for further details.
  6. Get Company Info: Additional information is retrieved for each company using the LinkedIn URL.
  7. Filter Valid Companies: Companies are filtered based on the presence of a website and a minimum follower count of 200.
  8. Check If Company Exists: The workflow checks Airtable to see if the company already exists.
  9. Is New Company?: If the company is new, it proceeds to add it to the CRM.
  10. Add Company to CRM: The valid company data is added to Airtable with relevant details like name, website, and LinkedIn URL.

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Quick Info

Categories
Complex Workflow
Manual Triggered
+1
Complexity
complex

Tags

manual
advanced
api
integration
logic
conditional
complex
airtable
+3 more

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