Automatically find LinkedIn companies and add them to your CRM

Searches LinkedIn for companies that match your criteria and adds the good ones straight into your CRM.

How the work actually flows

It branches. Exactly one path is taken; runs once per each matching company found.

Pattern: Multiple Instances without Synchronization (12) · Exclusive Choice (4)

flowchart TD trig(("you set search criteria")):::human s0["search linkedin for matching companies"]:::svc s1[["pull company details"]]:::mi s2["check quality and duplicates"]:::task s3[("add qualified companies to crm")]:::store trig --> s0 s0 -->|"one per each matching company found"| s1 s1 --> s2 gx{"× is company qualified and new"}:::gate s2 --> gx p00["add to crm"]:::task gx -->|"qualified new company"| p00 p10["skip company"]:::task gx -->|"duplicate or unqualified"| p10 p00 --> s3 p10 --> s3 out[/"qualified companies added to crm"/]:::out pay{{"steady pipeline without manual research"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineSpreadsheet & Database Ops
Connects
LinkedInAirtable

The problem it solves

Building a list of prospect companies means hours of scrolling LinkedIn, copying details, and checking whether you already have that company in your CRM. It is tedious work that pulls your sales team away from actually selling.

Who it fits

A sales team, agency, or B2B business that needs a steady pipeline of qualified prospect companies.

How it works

  1. You set your search criteria, like industry, size, or location
  2. The system searches LinkedIn for companies that match
  3. It pulls details on each company and checks quality signals like follower count and website
  4. It checks your CRM for duplicates first
  5. New qualified companies go straight into your CRM
What you get

Qualified companies added without manual searching

You get new companies matching your criteria found on LinkedIn and added straight into your CRM.

What you get

A growing list of qualified prospect companies in your CRM, with no duplicates.

What you need

An Airtable account and a LinkedIn data API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Scrape LinkedIn leads, verify emails, and add them to your CRM

Finds LinkedIn prospects, verifies their email address, scores them, and adds qualified leads to Airtable.

Advanced

Find and personalize outreach to LinkedIn and Twitter leads with AI

Finds LinkedIn and Twitter profiles matching your criteria and drafts a personalized outreach message for each.

Standard

Personalize cold emails with LinkedIn research and GPT-4

Scrapes each lead's website and LinkedIn activity, then uses AI to write a personalized cold email opener.

Advanced

Enrich Airtable leads with AI-summarized LinkedIn company data

Reads each lead's LinkedIn company page and fills Airtable with ready-to-use personalization details.

Standard
Back to the AI Playbook