Sales Navigator Lead List Builder
The Sales Navigator Lead List Builder helps sales professionals and marketers create organized lead lists from LinkedIn Sales Navigator. Automate lead list generation, customize input sources, and schedule recurring tasks. Export results directly to Google Sheets or CSV for seamless tracking, ensuring efficient and streamlined lead management. Ideal for optimizing your sales workflows.
Tutorial
Overview
The Sales Navigator Lead List Builder automation helps you organize leads from LinkedIn Sales Navigator into customized lead lists. This guide shows you how to configure and run the automation, ensuring seamless lead management. Ideal for sales professionals and marketers, this tool allows data export to Google Sheets or CSV for efficient tracking.
Step 1: Connect to Sales Navigator with TexAu
Log in to your TexAu account at v2-prod.texau.com. Connect your sales navigator account by clicking Add Account and choosing sales navigator. TexAu offers these secure connection methods:
- Share via Magic Link: Receive a secure login link via email for easy setup without cookie handling.
- Add Account: Use TexAu’s built-in browser extension for straightforward integration.
Tip: Use the Magic Link method for a hassle-free connection.
Step 2: Log in to the TexAu App and Locate the Automation
Navigate to the Automation Store and search for "Sales Navigator Lead List Builder" in the search bar. Select the automation to begin configuration.
Step 3: Choose Cloud or Desktop Automation
Select your preferred execution mode for the automation:
- Cloud: Automate tasks on TexAu’s servers using built-in proxies. Add a custom proxy anytime via Settings > Preferences > Proxies.
- Desktop: Run the automation on your local device using your IP address to simulate manual posting.
Tip: Running the automation in Desktop mode saves cloud runtime credits and provides more control over execution.
Step 4: Select Your Input Source
The Sales Navigator Lead List Builder automation allows users to extract leads from specific Sales Navigator lead lists efficiently. By providing the Lead List URL and relevant Profile URLs, this tool gathers valuable lead data, saving time and enhancing outreach efforts. It simplifies lead management, making it easier to organize and target prospects effectively.
Single Input
- Account
- Select the Sales Navigator account to use for the automation.
- List URL
- Enter the Lead List URL where the leads are stored.
- Example: https://linkedin.com/sales/lists/lead/example
- Profile URL
- Enter the Sales Navigator or LinkedIn Profile URL to process.
- Example: https://linkedin.com/in/example-profile
Google Sheets
- Connect your Google account
- Click Select Google Account to choose your connected account, or click Add New Google Sheet Account and follow the instructions to authorize access if no account is linked.
- Spreadsheet
- Provide the Google Sheet file where the Lead List URLs and Profile URLs are stored.
- Sheet
- Select the specific sheet within the spreadsheet.
- Optional Settings
- Number of Rows to Process: Define how many rows to process.
- Number of Rows to Skip: Specify rows to skip if needed.
- List URL
- Ensure the correct column contains the Lead List URLs.
- Profile URL
- Ensure the correct column contains the Sales Navigator or LinkedIn Profile URLs.
Optional feature:
- Loop Mode: Enable this feature to reprocess the Google Sheet from the start once all rows are completed. This is useful for recurring data updates.
Process a CSV File
This option allows you to use a static CSV file for Sales Navigator Lead List Builder.
- Upload the File
- Click Upload CSV File and select the file containing Lead List URLs and Profile URLs.
- TexAu will display the file name and preview its content for verification.
- 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.
- Provide Input Details
- List URL: Ensure the correct column contains the Lead List URLs.
- Profile URL: Ensure the correct column contains the Sales Navigator or LinkedIn Profile URLs.
Step 5: Schedule the Automation (Optional)
To automate lead list building at regular intervals, configure the schedule settings. Click Schedule and choose from the following options:
- None (default)
- At Regular Intervals (e.g., every 6 hours)
- Once
- Every Day
- On Specific Days of the Week (e.g., Mondays and Thursdays)
- On Specific Days of the Month (e.g., the 1st and 15th)
- On Specific Dates (e.g., March 10)
Scheduling is helpful for updating your lead lists periodically.
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.
Step 8: Access the Data from the Data Store
Once the automation is complete, access the extracted data by navigating to the Data Store section. Locate the "Sales Navigator Lead List Builder" automation and click See Data to view or download your results.
The Sales Navigator Lead List Builder simplifies the process of organizing LinkedIn leads into actionable lists. With options for scheduling, iteration delays, and output customization, it’s a powerful tool for sales teams and marketers looking to optimize lead management workflows. Export results seamlessly to Google Sheets or CSV for tracking and collaboration.
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