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June 3, 2013

Easily Turn LinkedIn Profiles into Salesforce Leads and Contacts

Can you remember what prospecting was like before LinkedIn? Having an account on the world’s largest professional network often feels like being handed a CIA intelligence database.

But LinkedIn is just a network. It’s not a substitute for a CRM (and nor should they try to be). What we really care about is what happens next  – qualifications, classification, milestones, and next steps.

However, it’s surprisingly hard to convert a LinkedIn profile to a CRM lead.

At Ecquire, our goal is to save the world more time by fixing inefficiencies like these. And if all you want to do is prospect in LinkedIn for a short while, this is a totally free way to do it, since our trial is two weeks.

Step 1: Get the Ecquire Extension (14 seconds)


Head over to Ecquire.com and be prepared to be swept off your feet with our keyboard-free process. No making up passwords, no registration… all part of our Greatest Privacy Policy Ever.

Download Ecquire and choose a CRM to connect to

Confirm the connection to Salesforce, and you’re ready for step 2.

Step 2: Click the Ecquire Button (6 seconds)


All that’s left is to visit a LinkedIn profile and click the Ecquire button:

Export any LinkedIn profile to Salesforce using the Ecquire button

This will give you a preview of the data that’s about to be sent to your CRM, and allows you to add your own edits as well.

Edit your CRM fields before submitting.

 

Step 3: Smile & Think of the Time You Saved


Enjoy! This integration works for any of the CRMs we support, so if you prefer Highrise, or maybe a simple Google Doc, then you’re also set to start prospecting efficiently on LinkedIn.

P.S. We release daily updates to make sure LinkedIn data is parsed correctly and as thoroughly as possible – if you notice any improvements we can make, or ways we can make the process more efficient for you, definitely let us know. We’re always listening on @Ecquire and through our support desk.


P.S. People who are interested in saving LinkedIn profiles to Salesforce (or CRM in general) usually also benefit a ton from how to save LinkedIn messages as Salesforce activities. If you track your activities in CRM it might make your life a lot easier.

12 Comments on “Easily Turn LinkedIn Profiles into Salesforce Leads and Contacts

Phil Wilson
January 19, 2015 at 1:58 pm

I have a load of contacts on LinkedIn I’d like to bring in to Salesforce.

Do I have to laboriously do each one separately using Ecquire or can I bring in all of them in bulk using Ecquire and then just delete the 5% or so that I don’t want in Salesforce?

Reply
Adrian Unger
January 20, 2015 at 4:59 pm

Hey Phil, laborious as it is, you gotta go one-by-one at this time. We are working on a bulk/mass way to import LinkedIn contacts into Salesforce. We’ll post here as soon as it’s ready.

Feel free to email support at ecquire dot com if you want to chat more about this.

Reply
Paul Geraghty
March 11, 2016 at 6:33 pm

HI Adrian,

Did you get around to building the “bulk/mass way to import LinkedIn contacts into Salesforce”.

Reply
Paul DeJoe
March 14, 2016 at 2:58 am

Hey Paul – Paul here. We’re not planning on doing this in our roadmap. I’m sorry if expectations were ever set that we would be.

Reply
SNA
January 28, 2015 at 6:24 pm

Hi,

The video for how to save Linkedin messages as Salesforce activities isn’t working – would love to see it as that’s exactly what I’m trying to do.

Gracias!

Reply
Valery
February 4, 2016 at 9:29 am

Hello! Can save leads from linkedin in trial version? Because I don’t have a button “submit”

Reply
Jack Crish
February 4, 2016 at 8:48 pm

Hi Valery,

Our current trial system is broken but if you send an email to support@ecquire.com I can get you set up with a free month (you will have to use your credit card although it will not be charged).

Thanks,
Ecquire Support

Reply
Thalia Van Tonder
March 18, 2016 at 9:23 pm

Do my prospects know that I am viewing their profile in Salesforce, that is linked to LinkedIn?

Reply
Paul DeJoe
March 18, 2016 at 9:47 pm

Hi Thalia, if you click the LinkedIn URL from within salesforce that will load a page where they could see that you viewed their profile. But if you look at their profile just from what’s already in salesforce they will not.

Reply
Nate
March 31, 2016 at 7:51 pm

Does Ecquire guess emails?

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Paul DeJoe
April 1, 2016 at 6:32 pm

Hi Nate – no we don’t guess. We capture what’s publicly available.

Reply
Scott Sevel
April 22, 2016 at 4:18 pm

How much is it?

Reply

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