Affinity
LinkedIn
playbook Template

Create Affinity Person from 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.

Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.

How does this automation work?

Scrape data on active tab
Action
Split string
Action
Get element from array
Action
Split string
Action
Get element from array
Action
Create Affinity Person
Action

Bardeen's automation for creating an Affinity Person from a LinkedIn profile is a game-changer for sales prospecting and data sourcing research. This workflow provides a seamless method to transfer valuable LinkedIn profile data directly into Affinity's relationship intelligence platform, allowing dealmakers to manage and grow their networks efficiently.

Here's how this workflow creates an Affinity person from a LinkedIn profile:

  • Step 1: Scrape LinkedIn Profile - Starting off, Bardeen uses its Scraper to extract data from the LinkedIn profile that's open in your current browser tab. This is done using a predefined LinkedIn profile scraper template.
  • Step 2: Extract Name - Once the profile data is scraped, Bardeen identifies and selects the name of the individual from the array of data collected.
  • Step 3: Split Name - Bardeen then splits the name into first and last names to prepare the data for entry into Affinity.
  • Step 4: Identify Organizational Affiliation - Bardeen extracts the current organizational affiliations of the individual from the array of data.
  • Step 5: Create Affinity Person - With the name and organization data prepared, Bardeen creates a new person entry in Affinity, enriching your network with up-to-date contact information.
Run this Affinity automation with Bardeen in minutes.

How to run the playbook

Uncover supplementary integration possibilities for LinkedIn integrations, and Affinity automations, integrate both Affinity and Linkedin, or modify the playbook to better fit your particular workflow requirements.

Learn more about great data sourcing integrations, marketing automations, and sales and prospecting automations developed by Bardeen.

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.

Run this Affinity automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create Affinity Person from LinkedIn profile
Create Affinity Person from LinkedIn profile
Create Affinity Person from LinkedIn profile
Types:
Both
Actions
Triggers
Create Affinity Person
Create Affinity Person
Action
Create Affinity Opportunity
Create Affinity Opportunity
Action
Create Affinity Organization
Create Affinity Organization
Action
Delete Affinity Organization
Delete Affinity Organization
Action
When list is created
When list is created
Trigger
Get Affinity Person
Get Affinity Person
Action
When Affinity Organization is created
When Affinity Organization is created
Trigger
Delete Affinity Opportunity
Delete Affinity Opportunity
Action
Delete Affinity Person
Delete Affinity Person
Action
When a person is added or updated in Affinity
When a person is added or updated in Affinity
Trigger
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

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.

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.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
The #1 AI Automation Extension for Chrome

FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.
OSZAR »