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Automate lead generation by saving LinkedIn profiles to Microsoft Excel, then enrich data with AI or custom logic using Latenode's visual editor and JavaScript blocks for advanced workflows, all at a lower cost thanks to execution-based pricing.
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Create a New Scenario to Connect LinkedIn and Microsoft Excel
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LinkedIn, triggered by another scenario, or executed manually (for testing purposes). In most cases, LinkedIn or Microsoft Excel will be your first step. To do this, click "Choose an app," find LinkedIn or Microsoft Excel, and select the appropriate trigger to start the scenario.
Add the LinkedIn Node
Select the LinkedIn node from the app selection panel on the right.
Configure the LinkedIn
Click on the LinkedIn node to configure it. You can modify the LinkedIn URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Excel Node
Next, click the plus (+) icon on the LinkedIn node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
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Microsoft Excel
Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the LinkedIn and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the LinkedIn and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Excel
Trigger on Webhook
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LinkedIn, Microsoft Excel, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the LinkedIn and Microsoft Excel integration works as expected. Depending on your setup, data should flow between LinkedIn and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LinkedIn + Microsoft Excel + Gmail: When a new connection is made on LinkedIn, their profile data is retrieved and added as a new row in a Microsoft Excel spreadsheet. Subsequently, a personalized welcome email is sent to the new connection via Gmail.
Microsoft Excel + LinkedIn + Slack: This automation monitors a Microsoft Excel spreadsheet for new rows, which are assumed to represent LinkedIn leads. When a new lead is added (new row), the sales team is notified in a Slack channel via a message containing relevant lead information extracted from the Excel row.
About LinkedIn
Automate LinkedIn tasks in Latenode to streamline lead generation or social selling. Extract profile data, post updates, or send invites based on triggers from other apps. Chain actions visually, add custom logic, and scale outreach without complex code, paying only for the execution time that you use.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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How can I connect my LinkedIn account to Microsoft Excel using Latenode?
To connect your LinkedIn account to Microsoft Excel on Latenode, follow these steps:
Can I automate lead data entry into Excel?
Yes, you can! Latenode allows automatic lead info extraction from LinkedIn and entry into Excel. Benefit: always up-to-date lead lists, saving you valuable time, easily scalable with no-code.
What types of tasks can I perform by integrating LinkedIn with Microsoft Excel?
Integrating LinkedIn with Microsoft Excel allows you to perform various tasks, including:
Can I use JavaScript to enhance LinkedIn data?
Yes! Latenode lets you add JavaScript for complex data transformations or enrichment before sending data from LinkedIn to Microsoft Excel workflows.
Are there any limitations to the LinkedIn and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: