Create new Contacts or Leads on LinkedIn with the Chrome Extension
Weflow makes it easy to create new records for your Salesforce on the go:
Here is a step-by-step guide on how to create new leads, contacts, opportunities, or accounts on the go on the example of LinkedIn:
- Go to LinkedIn
- Hit CMD+J on MacOS or ALT+J on Windows to launch the Weflow Search
- Check if the record already exists in your Salesforce database
- If not, click on one of the options below "Add new" i.e. Contact
- Fill out the required fields (based on your Salesforce settings) and hit save
- The panel will open automatically, and the record has now been created in Salesforce
- You can use the fields in the panel to add other useful information
That's it. For information on how to install the Chrome Extension go here.