Turn a LinkedIn URL into a clean Salesforce lead
Send Carly a name or LinkedIn URL and she'll have the record in Salesforce with real context — Lead created, linked to the right Account or Opportunity, and an Activity logged with a fresh hook from their recent posts.
What Carly does
- 01 Fetch the LinkedIn profile — name, role, company
- 02 Pull the 2–3 most recent posts or activity as context hooks
- 03 Search Salesforce for an existing Lead, Contact, or Account match
- 04 Create the Lead (or Contact on the Account) with enriched firmographics
- 05 Log an Activity on the Opportunity with the recent-signal hook
Lead logged, warm, and linked
Every lead lands in Salesforce clean — linked to the right Account, tied to an Opportunity if there is one, with an Activity that gives your next rep the thread to pull.
Email this to Carly to kick it off.
Hey Carly, Lead I want logged: [paste LinkedIn URL or name + company] Can you pull their LinkedIn profile (name, role, company) plus their 2–3 most recent posts as a context hook? Then check Salesforce for an existing Lead, Contact, or Account match. If they match an Account, add them as a Contact and link to the right Opportunity. Otherwise create a new Lead with the enriched firmographics. Either way, log an Activity on the Opportunity with that recent-signal hook so the next rep has a thread to pull. Thanks!
More recipes for sales teams
Read the last thread, pull the Opportunity stage and Activities from Salesforce, and draft a four-sentence follow-up that sounds like you.
Read →Find a slot that works for both of you, send the invite, and log a Meeting Activity on the Opportunity — all from one email.
Read →Stitch the Salesforce timeline, last 5 emails, and Gong summaries into a brief with open questions and the angle most likely to move the deal.
Read →Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."