Overview
This workflow streamlines the process of identifying, evaluating, and managing potential companies from LinkedIn by leveraging AI and integrating with Google Sheets as a CRM.
Key Features
- Automated LinkedIn Search: Retrieves company data from LinkedIn using HTTP requests.
- AI-Powered Scoring: Utilizes OpenAI to analyze and score companies based on custom criteria.
- Data Filtering & Validation: Filters out invalid or duplicate companies and checks for existing entries in the CRM.
- Batch Processing: Efficiently processes multiple companies in batches for scalability.
- Seamless CRM Integration: Adds qualified companies directly to a Google Sheets-based CRM.
Benefits
- Time Savings: Eliminates manual research and data entry, accelerating lead qualification.
- Improved Accuracy: AI scoring ensures objective and consistent evaluation of companies.
- Centralized Data: Maintains an up-to-date CRM in Google Sheets for easy access and collaboration.
- Scalable Automation: Handles large volumes of company data with batch processing and conditional logic.
Use Cases
- Sales Prospecting: Quickly build and enrich a pipeline of high-potential companies.
- Market Research: Analyze and score companies for targeted outreach or partnership opportunities.
- CRM Management: Keep your sales database current and actionable with minimal manual effort.