Creating Salesforce Leads & Contacts from LinkedIn
Explore the tools and methods available for transferring LinkedIn profile data into Salesforce as Leads and Contacts, from manual copy-paste to browser extensions and official integrations.
Timea Ait Lasri
June 30, 2021
LinkedIn contains valuable information that organizations want to transfer into Salesforce. While copying information from LinkedIn to Salesforce is legal, it violates LinkedIn’s Terms of Service, which states: “You agree that you will not copy…any information obtained from [LinkedIn].”
Users with LinkedIn accounts have accepted these terms, creating a breach of service agreement rather than a legal violation.
Tools
Copy and Paste
Manual copying from LinkedIn into Salesforce requires approximately 70-100 mouse clicks per page, taking around one minute per entry. While functional, this approach is time-consuming and tedious.
Assistlead
Assistlead offers a free Chrome extension that streamlines Lead and Contact creation in Salesforce through a few clicks. However, it operates as a one-way integration — users cannot verify if a LinkedIn profile already exists in Salesforce without manual searching (15-20 seconds per search).
Salesbolt
Salesbolt provides a comprehensive two-way integration enabling users to create, edit, and view Salesforce records including Leads, Contacts, and Accounts. It automatically recognizes page layouts, record types, picklist values, profiles, and permission sets.
Key features include:
- Automatic Salesforce search when visiting LinkedIn profiles
- Built-in email finder with accuracy comparable to Hunter and RocketReach
- Sidebar functionality for seamless record management
- Free tier: Unlimited Salesforce checks and record creation limited to 5 weekly
- Paid plans: For users creating more than 5 records weekly
LinkedIn Sales Navigator for Salesforce
The official LinkedIn tool received a 2.5-star rating (131 reviews) on the AppExchange before being removed and relaunched with cleared reviews. Pricing starts around $134 monthly per user for the Team Edition, which doesn’t include record creation. Enterprise plans with creation capabilities lack published pricing.
Why choose Breadwinner?
- Lightning-fast Integration with minimal manual setup
- Native Salesforce integration with ERP and Financial Systems.
- Unified view of financial and operational data.
- Certified by Salesforce, and featured on AppExchange