How to Automate Scraping LinkedIn Data into Your CRM

Want to save time by collecting data from LinkedIn profiles without lifting a finger? This guide will teach you how to automatically scrape information from LinkedIn profiles, enter it into a web form, and send it straight to your CRM. This means you can keep track of important contacts without any manual effort.

By the end of this guide, you’ll have an automated bot that can:

  1. Visit any LinkedIn profile you choose.
  2. Pick out the profile’s name and website link.
  3. Transfer that data to a ClickUp form and submit it for you.

All the details it gathers will be neatly stored in your ClickUp CRM account, ready for when you need them.

What You’ll Need to Get Started

Before diving into the automated process, make sure you have the following essentials ready:

1. A LinkedIn Account

To view someone’s LinkedIn profile, you need to be logged into your own LinkedIn account.

2. A ClickUp Form

You’ll need a ClickUp form that’s open to the public, featuring fields for the ‘Name’, ‘Website URL’, and a ‘Submit’ button. This is where the scraped LinkedIn data will go.

Related: How to create a ClickUp form.

3. Google Chrome and the Extension

Axiom is the tool where we’ll build our automation. With a free account, you get two hours of automation run time, which should be plenty for our needs.

Start by downloading the Chrome extension and creating a free account.

Transferring Data from LinkedIn to a ClickUp Form

Start by opening the LinkedIn profile you’re interested in on Chrome. Then, click on the Chrome extension icon.

Axiom Browser Extension Icon

Create a new automation by clicking “+ New Automation“, and name it “LinkedIn to ClickUp“.

Setting Up New Automation
Step 1: Create a New Automation

Click “+ Create New Automation“.

Creating a New Automation in Axiom

Next, in the ‘Add step’ section, look for “Current URL” and add the first option that appears.

Selecting Current URL Option
Step 2: Interacting with the Page

Add another step by clicking “+ Add a step“.

Adding a Second Step

Look up “Interact with a page’s interface” in the search bar, and make it the next step in your automation.

Interacting with Page Interface

Choose “Insert Data” and then select “[current-url]]” from the options provided.

Inserting Data from Current URL

With the target page specified, we’re now ready to tell the bot what data to collect.

Step 2.2: Extracting the Data

Now, let’s add a sub-step. Click “+ Add a sub step“, search for and add “Get data from a webpage“.

Getting Data from Webpage

Hit the “Select” button to proceed.

Select Button for Data Extraction

On the LinkedIn profile, click on the name field once to select it.

Selecting Name on LinkedIn Profile

Scroll down and click “Add column +“, then return to the profile to click on the URL field.

Adding a New Column for URL

When you’ve finished selecting the data, click the “Complete” button at the bottom of the page.

Complete Button for Finishing Data Selection
Step 3: Opening the ClickUp Form

Continue by adding a new step with “+ Add a step“. Search for “Interact with a page’s interface” again.

Interacting with Another Page Interface

Fill in the ClickUp Form’s URL under “Enter URL” and select “Open URL in new tab“.

Opening ClickUp Form in New Tab

After the ClickUp form is open in a new tab, click the Chrome extension icon to keep going.

Resuming Automation from ClickUp Form
Step 3.2: Entering Name Data into Form

Add another sub-step with “+ add a sub step“, search for “Enter Text“.

For the “Select text field“, hit the corresponding button, click once on the Name field in the ClickUp form, and finalize it with “Complete“.

Selecting Name Field

In the “Text” section, click “Insert Data“, choose “all-interaction-data…“.

Selecting All Interaction Data

Pick Column A then click “Save and close“.

Saving Column A Data
Step 3.3: Entering Website Data into Form

Again, click “+ add a sub step” and add another “Enter Text” step.

Click the “Select text field” button, but this time, click once on the Website field in the ClickUp form, and then hit “Complete“.

Selecting Website Field

Under “Text“, hit “Insert Data“, select “all-interaction-data…“, choose Column B, and then click “Save and close“.

Step 3.4: Submitting the Form

To submit the form, click “+ add a sub step” and look for “Click Element“. Then click the “Select” button, choose the Submit button on the ClickUp form page, and conclude with “Complete“.

Clicking Submit Button Element

With the automation setup finished, it’s time to run a test to ensure everything works smoothly.

Running a Test

To ensure your automation works, open a LinkedIn profile in Chrome. Access the extension, click “Run” within your “LinkedIn to ClickUp” automation and choose “Run in cloud“.

Initiating Run in Cloud Option

You may also opt for “Run w/ desktop app“, which requires installing the Axiom desktop app.

The automation will commence, and after completion, you’ll find the scraped data neatly stored in your ClickUp account.

Data Successfully Collected in ClickUp