Add a Lead to Salesforce From LinkedIn
For the rep who finds a prospect and needs them in Salesforce now. DuckyHelper reads the profile on your screen, checks Salesforce for an existing Contact or Account, and creates the Lead in one call to the API it learned.
“Add the person on this LinkedIn page to Salesforce as a Lead, check for duplicates, and log a note.”
- 01Write small tools for Salesforce, onceSmall JavaScript tools made from how Salesforce already works. The next run calls them directly.
searchRecords(name, company)createLead(fields)logActivity(record, note)
- 02Read the profile you're looking at
- 03Check Salesforce for a match
- 04Create the Lead, or link the Contact to its Account
- 05Log a note with their latest post as the hook
You getClean leads with a reason to reach out. No duplicates, the right Account, and a note your next touch can use. The tenth lead takes as long as the second: a second.
A run, drawn from this page · early access on Mac
Nothing to send, so it runs straight through.
Nothing in this job sends a message or pays for anything, so it works through to the end and tells you when it's done. If a step ever would, it's built to stop and ask you first.
If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.
Before you ask it.
What do I say?
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Add the person on this LinkedIn page to Salesforce as a Lead, check for duplicates, and log a note."
Why is the second time faster?
The first time, it writes small JavaScript tools for LinkedIn and Salesforce and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.
Will it send anything without me?
It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.
Why not just do it by hand?
Adding a lead by hand means copy-paste between LinkedIn and Salesforce, and half the time they're already in there.
Can I use this today?
Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.
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Do anything
Ask it a question or hand it a job, in any app.
Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.