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How to Use myflow Assistant to Add Leads from LinkedIn to Contacts
The myflow Assistant makes it easy to capture potential leads from LinkedIn and add them directly to your contacts in myflow. Follow these simple steps to streamline your lead collection process.
Step 1: Open LinkedIn and Find a Lead
Navigate to LinkedIn and search for the person you want to add as a lead. This could be a potential client, partner, or connection relevant to your business.
Step 2: Right-Click to Add to myflow
Once you’ve found the person, right-click on their name. In the menu that appears, select "Add to myflow".
Step 3: Select "Add to CRM"
Step 4: Data Collection Process
After selecting "Add toCRM" the system will take about 1-2 minutes to gather relevant details and create a new contact within myflow.
Step 5: Review the Collected Information
Once the process is complete, myflow will automatically store the following details:
Name
Company
Title
LinkedIn URL
Step 6: Access Your Contact List in myflow
Head over to your myflow account and navigate to the "Contacts" section. Your newly added lead should now appear with all the gathered details.
Conclusion
With myflow Assistant, adding leads from LinkedIn is quick and efficient and this tool saves time by automating data collection. Start using it today to enhance your networking and lead management!