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: Log in to the TexAu App and Locate the Automation
Log in to your TexAu account at v2-prod.texau.com. Navigate to the Automation Store and search for "Sales Navigator Lead List Builder" in the search bar. Select the automation to begin configuration.
Step 2: Connect to LinkedIn with TexAu
TexAu requires access to your LinkedIn Sales Navigator to create lead lists. Connect your LinkedIn account by clicking Add Account and choosing LinkedIn. TexAu offers these secure connection methods:
- 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 3: Select Your Input Source
Define the input source to specify the lead criteria for your list. TexAu provides the following input options:
- Manually Enter Search URL: Enter a single LinkedIn Sales Navigator search URL to build a lead list.
- Google Sheets: Use a Google Sheet with multiple LinkedIn search URLs for bulk list creation. Provide the sheet's URL and ensure access permissions are granted.
- CSV File: Upload a CSV file with a column of LinkedIn Sales Navigator search URLs for processing multiple lists at once.
Tip: Use Google Sheets or CSV for handling multiple search URLs efficiently.
Step 4: 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 5: Set an Iteration Delay (Optional)
Add an iteration delay to mimic natural user behavior and avoid triggering LinkedIn's security checks. Set the Minimum Delay and Maximum Delay values to randomize the interval between each lead extraction. You can define the delay in seconds, minutes, or hours.
Step 6: Choose Your Output Mode (Optional)
Decide how to save and manage the extracted lead list data. TexAu offers three output modes:
- Append (Default): Add new records to the existing file for cumulative tracking.
- Split: Generate a new file for each run to keep data organized by session.
- Overwrite: Replace existing data with the most recent extraction results.
Export options include:
- Google Sheets: Save data directly to Google Sheets by linking your Google account.
- CSV File: Download data as a CSV file for offline use.
Tip: Use Append for ongoing lead list tracking.
Step 7: Run the Automation on Cloud or Desktop
Start the automation by clicking Run. Choose where to execute it:
- Cloud: Run on TexAu’s servers for hands-free automation.
- Desktop: Execute locally on your device to use your IP address and save cloud credits.
Tip: Desktop mode is cost-effective and offers greater control over execution.
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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