Boost your Linkedin with Airtable CRM

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I’m Head of Growth at Visual GraphQL Editor - graphqleditor.com. Below I share my table and workflow on how I use airtable as a CRM for Linkedin.

I'm currently using this table at graphqleditor.com, but I also used the same workflow for my personal needs (I do part time growth hacking for other companies).

Linkedin is a useful place to get information but has no features to track relations with each prospect and make some notes or plan next steps. The message box is very messy, and it’s hard to know who and when to followup. Also, there's lack of cheap entry level CRM solutions with LinkedIn integration. That's why I started thinking about airtable

I've pointed out my workflow for Linkedin and CRM:

  • A lot of research on Linkedin.

  • Easily saving data between Linkedin and CRM.

  • Keeping track of next steps, dates.

  • A mobile app.

  • Cheap or free solution (for a freelancer or bootstrapped startup)

  • Manage multiple Linkedin accounts.

Key you things to know:

  • Every LinkedIn message conversation has a unique link with numbers (I.e. linkedin.com/messaging/thread/647789634376231212312/ - this is my conversation with a specific person, and it’s visible only for me when I’m logged in)

  • Connecting data about a particular person and direct link to the conversation is a key point of value

  • Chrome extension - "Send to Airtable" - is free chrome add-on that allows you to save data directly from any website - you can work on LinkedIn and save data to your CRM!

Steps to start:

  • Make a clone the database

  • Instal chrome extension - "Send to Airtable"

  • Configure the extension to match your table and add your API key - detailed description here

  • Start working on Linkedin and save data directly to your prospects.

  • Adjust the database for your needs

This setup will allow you to achieve all points from my ideal workflow. Let me know if you need more!

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Updated December 17, 2018 at 9:38 PM
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Robert Matyszewski

Head of Growth at Visual Backend Designer GraphQL Editor
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