sales navigator
sales navigator

Sales Navigator Account List Creator

The Sales Navigator Account List Creator automation simplifies building and managing account lists from LinkedIn Sales Navigator. Ideal for sales managers, marketers, and founders, this tool allows seamless data export to Google Sheets or CSV. Features include scheduling, iteration delays, and cloud or desktop execution for streamlined lead generation and efficient data management.

Sales Navigator Account List Creator

    Tutorial

    Overview

    The Sales Navigator Account List Creator automation on TexAu allows you to efficiently create and manage account lists from LinkedIn Sales Navigator. Ideal for founders, sales managers, marketers, and growth hackers, this tool enables seamless data export to Google Sheets or CSV while offering scheduling and cloud or desktop execution options. Follow these steps to get started.

    Step 1: Log in to TexAu and Connect Sales Navigator

    • Log in to your TexAu account at v2-prod.texau.com.
    • Go to Accounts and connect your LinkedIn account. You can choose one of these methods:
      • Share via Magic Link: Share the link, copy it to your browser, and follow the steps to integrate your Sales Navigator account securely.
      • Add Account: Sync cookies and browser data with TexAu for seamless integration.

    Tip: Use Magic Link for an easy and secure connection.

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    Step 2: Choose Cloud or Desktop Execution

    • Decide how you want to run the automation:
      • Cloud Mode: Automates tasks on TexAu’s servers with built-in proxies. You can add custom proxies via Settings > Preferences > Proxies.
      • Desktop Mode: Runs automation on your local device using your IP address.

    Tip: Desktop mode saves cloud runtime credits and gives more control over the process.

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    Step 3: Search for the Particular Sales Navigator Automation

    • Navigate to the Automation Store on TexAu.
    • Use the search bar to find Sales Navigator Account List Creator automation.
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    Step 4: Select Your Input Source

    The Sales Navigator Account List Creator automation is designed to create account lists seamlessly on LinkedIn Sales Navigator. With options to enter data manually, via Google Sheets, or a CSV file, this tool streamlines the process for organizing and managing targeted accounts.

    Single Input

    • Account: Select your LinkedIn Sales Navigator account (e.g., Susan Wehner).
    • List Name: Enter a name for your account list.
    • List Description: Provide a description for the list to identify its purpose.

    Google Sheets Input

    • Upload Google Sheet:

      • Select Google Sheets Account.
      • Choose the spreadsheet and sheet containing input data.
      • Number of Rows to Process (Optional): Specify the rows to process.
      • Number of Rows to Skip (Optional): Skip specific rows, if required.
    • Input Columns: Ensure the columns include valid entries for List Name and List Description.

    • Loop Mode: Toggle on if you want to re-process the Google Sheet after all rows are done.

      Optional Advanced Feature:

      • Loop Mode: Enable Loop Mode to re-process the Google Sheet from the beginning once all rows are completed. This is useful for tasks that require recurring updates.

      • Watch Row (Optional)

        Watch Row feature helps you run workflows automatically when new Google Sheet rows are added. It continuously scans for updates and executes linked workflows accordingly.

        Configure Watch Row by selecting an update frequency and defining a time frame.

        Watch Row Schedule

        • None
        • Scheduling Intervals (e.g., every 15 minutes, every hour)
        • One-Time Execution
        • Daily Execution
        • Weekly Recurrence (e.g., every Tuesday and Saturday)
        • Monthly Specific Dates (e.g., 3rd and 20th)
        • Custom Fixed Dates (e.g., October 14)

        By default, Watch Row runs every 15 minutes and continues for five days unless modified.

        With Watch Row, TexAu keeps workflows updated dynamically.

      Process a CSV File

      This option allows you to use a static CSV file for inputting account details.

      1. Upload the File
        • Click Upload CSV File and select the file containing Sales Navigator account list details.
        • TexAu will display the file name and preview its content for verification.
      2. Adjust Processing Settings
        • Number of Rows to Process (Optional): Define how many rows you want to process.
        • Number of Rows to Skip (Optional): Specify rows to skip, if needed.
      3. Provide Input Details
        • List Name: Ensure the correct column contains the desired list names.
        • List Description: Ensure the correct column includes a description for each list.
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    Step 5: Schedule the Automation (Optional)

    Schedule the automation for specific times or recurring intervals. Click Schedule to set a date and time, or select a recurrence pattern:

    • None
    • At Regular Intervals (e.g., every 8 hours)
    • Once
    • Every Day
    • On Specific Days of the Week
    • On Specific Days of the Month
    • On Specific Dates

    Tip: Scheduling automations ensures your account lists are always up-to-date.

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    Step 6: Set an Iteration Delay (Optional)

    Avoid detection and simulate human-like activity by setting an iteration delay. Choose minimum and maximum time intervals to add randomness between actions. This makes your activity look natural and reduces the chance of being flagged.

    • Minimum Delay: Enter the shortest interval (e.g., 10 seconds).
    • Maximum Delay: Enter the longest interval (e.g., 20 seconds).

    Tip: Random delays keep your automation safe and reliable.

    Step 7: Choose Your Output Mode (Optional)

    Choose how to save and manage the extracted alumni data. TexAu provides the following options:

    • Append (Default): Adds new results to the end of existing data, merging them into a single CSV file.
    • Split: Saves new results as separate CSV files for each automation run.
    • Overwrite: Replaces previous data with the latest results.
    • Duplicate Management: Enable Deduplicate (Default) to remove duplicate rows.

    Tip: Google Sheets export makes it easy to collaborate with your team in real time, particularly useful for alumni network management and analysis.Step 8: Access the Data from the Data Store

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    Step 8: Access the Data from the Data Store

    After the automation completes, navigate to the Data Store in TexAu. Locate the Sales Navigator Account List Creator automation and click See Data to view or download the exported list.

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    The Sales Navigator Account List Creator automation helps businesses streamline lead generation by building account lists from Sales Navigator efficiently. With configurable scheduling, input flexibility, and seamless data export options, this tool ensures data management is fast, accurate, and scalable.

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