LinkedIn

LinkedIn export to CRM: How to send LinkedIn leads to CRM & outreach in seconds

Jack Bowerman
LAST UPDATED
May 9, 2024
READING TIME
7 min.

The importance of LinkedIn in sales prospecting

Like all things, sales has evolved over recent decades and now looks almost entirely different to how it did not so long ago.

From the use of the phone, to email in sales, many things have changed.

Now, LinkedIn has become a crucial tool in sales prospecting.

It’s important for sales prospecting for both B2B and B2C companies as it hosts a leads base of just under a whopping 1 billion users that you can’t afford to be missing out on.

LinkedIn’s role in modern sales strategies‍

Let’s be honest, most professionals out there have a LinkedIn profile, whether they’re active or not, you can still find and contact other professionals. Used wisely, LinkedIn is an amazing lead database.

LinkedIn allows salespeople to pinpoint prospects by industry, company size, job role, and other specific criteria, making prospecting more targeted and efficient.

With a more informal tone and the ability to see what your prospects post and share, you are able to build and nurture stronger relationships. Not only can you establish trust by proving who you are and making your lead feel confident that they know who they’re dealing with and how good they are, but you can also provide tons of value.

It also gives you valuable insights into potential clients' backgrounds, interests, and mutual connections, facilitating highly personalized outreach.

What are the benefits of LinkedIn in lead prospecting?

LinkedIn is more than just a networking site - its ability to facilitate targeted prospecting, offer valuable insights, and foster genuine business relationships makes it an indispensable platform for sales prospecting and lead generation.

Among LinkedIn’s many benefits, these are the most valuable ones:

  • Reach more people

LinkedIn offers the possibility to reach a wide range of leads in many different industries.

Through your 1st, 2nd, and 3rd connections, you can reach other people who may not be in your industry or niche but who may find interest or use from your profile, therefore expanding your network beyond your own niche.

Make sure you post valuable content regularly so that you’re even more visible and other people can reach you too.

  • Find high-quality leads

The platform's advanced filtering options ensure that the leads generated are of higher quality and relevance, increasing the chances of successful conversions.

You can use LinkedIn’s filters (or LinkedIn Sales Navigator’s advanced filters) to find your ideal leads.

  • Save money

Compared to traditional prospecting methods, LinkedIn can be more cost-effective, especially taking into account the free version has great features for networking and outreach.

Even without a premium account or a Sales Navigator subscription, you can find highly qualified leads for your outreach.

  • Access helpful resources

By adding thought leaders in your industry to your network, you’ll have access to their posts with insights, trends, and educational content. Therefore you can stay informed and relevant.

  • Build brand easily

Consistent presence and engagement on LinkedIn help in building a personal brand, which is crucial in establishing credibility and attracting potential clients. Building your personal brand can help you build trust and credibility within your target audiences as much as your brand’s.

Check out this video to learn how to start your posts!

How to Add LinkedIn Contacts to Your CRM (One by One)‍

You can add LinkedIn contacts to your CRM in one click thanks to Surfe’s Chrome extension - one of the top Chrome extensions for LinkedIn! Surfe allows the seamless transfer of data from LinkedIn to your CRM.

Here’s how:

Step 1: Install the Surfe Chrome extension

Step 2: Log in to your CRM

Step 3: On LinkedIn, you want to add to your CRM.

Now, you’ll see two options that appear on your LinkedIn contact’s profile. You can either ‘Add as Contact’ or ‘Add as Deal’.

Step 4: Click ‘Add as Contact’ to automatically add new contact and all of their data to your CRM - no more copying-pasting or manually typing out info. It’s all there in one click!

You can also click ‘Add as Deal’ to connect this contact with a pipeline that already exists in your CRM or create a new deal associated with it.

Now, you can easily see when scrolling LinkedIn, which of your contacts are already in your CRM!

How to export lists of leads in bulk from Sales Navigator

Finding specific leads and adding them one by one to your CRM is a great way to find potential buyers, but if you’re looking for a quicker way, you can add LinkedIn contacts to your CRM in bulk.

LinkedIn Sales Navigator is a great platform to search for leads based on a variety of filters. It allows you to find contacts within your Ideal Customer Profile by searching for specific job roles, seniority levels, sectors, and in specific geographical locations too.

Let’s say you’re targeting founders of tech companies in Paris, France.

Step 1: Go to Sales Navigator’s search

Step 2: Set the relevant filters to create the list of leads you want in your CRM and reach out to.

Step 3: Go to “Leads” and select the ones you would like to export. Or, if you wish, you can click on Select All in the menu above the list.

Step 4: Press Surfe’s Export to CRM button

When the process is completed, you will notice that all of the contacts are now highlighted in blue, which means they have been successfully added to your CRM!

You may also use the lemlist Chrome Extension and add your leads directly to your lemlist campaigns.

You have a highly qualified leads list in your CRM. Now what?

Once you have a list of potential buyers that can benefit from your offer, it’s time to reach out to them.

One of the easiest ways to outreach to you freshly exported LinkedIn leads is to use lemlist outreach app.

Here’s how:

Step 1: Log into your lemlist account or start a 14-day free trial

Step 2: Choose to create a new campaign. You can do it manually or utilize the power of AI with lemlist's AIto automatically create fully personalized multichannel sequence.

Need help writing campaigns that resonate with your target audience and push actions?

Check out our cold outreach templates database and duplicate campaigns in seconds!

Step 3:  It’s time to add your leads list! Thanks to its integration with the most popular CRMs, you can add leads collected by Surfe in just a few clicks.

Step 4: Review your campaigns’ settings for launch, and start booking 30+ meetings a week!

Key Takeaways

LinkedIn is a vital tool for sales prospecting and offers access to plenty of potential leads.

It’s a rich platform for targeted outreach, building relationships, and gaining deep insights into potential clients

The integration of tools like Surfe automates exporting LinkedIn contacts directly into your CRM. Furthermore, leveraging lemlist for outreach helps you connect with these exported leads.

The combination of LinkedIn with tools like Surfe and lemlist changes the way sales professionals approach lead generation and outreach. Whether you’re a B2B or B2C company, using LinkedIn and these complementary tools is essential to stay ahead of the sales prospecting game!

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Reported bugs
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7-day trial
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14-day trial
Startup: $59/user/month
Professional: $329/user/month
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Business Card Scanning
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4.45
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