Client Challenge

The client was using LinkedIn for their sales campaigns to attract leads. The marketing team had to log in to their LinkedIn account daily to get lead campaign updates. The team downloaded the relevant data and updated it on their CRM application through the following manual steps:

  • Creating an Account
  • Creating a Lead
  • Creating a Task
  • Assigning the Task
  • Adding Account Inbound

This process of logging in, downloading, and updating data on the CRM had to be done daily. Since these tasks were repetitive and time-consuming, there were risks of delayed contact with leads, which displeased clients and affected business.

The Solution

A team from Nalashaa took over the matter to optimize the organization of leads' data in the CRM. Post a thorough analysis, they suggested an RPA bot to simplify LinkedIn leads tracking.

Phased Development

The aim was to have smaller versions of the bot deployed live at short intervals and upgrade the bot depending on further requirements.

A phased development of the bot was executed through the method of Continuous Integration and Continuous Deployment (CI/CD). At every phase or sprint, the bot was reviewed and in case of errors, the bot shared screenshots and triggered notifications to enable corrective measures.

The Process

In each sprint, the packaged code was updated and deployed to the testing server and production server before it was taken live.

  • SPRINT 1: Preparation

    The requirements of the project were thoroughly analyzed to create test cases. UiPath is installed on the client’s server and a repository is created. Project configuration and architecture were laid down and a CI/CD pipeline was created.

  • SPRINT 2: Identify New Leads on LinkedIn

    In this sprint, the bot signs in to the client’s LinkedIn account, checks for new leads, downloads them, saves the data on the server, and notifies the marketing team via an email.

  • SPRINT 3: CRM Lead Update

    The bot signs in to the CRM application and cross-checks the latest leads with the pre-existing data. If the lead is unique, the bot will create an account in the company name and add the lead details.

  • SPRINT 4: CRM Task Assign and Notification

    In this sprint, the bot notifies the team of the latest leads and assigns tasks to team members for Inbound Marketing.

  • SPRINT 5: Consolidated Report

    Finally, the bot sends a consolidated report to the team, with relevant details, periodically.


  • Timely Updates: Every 30 minutes, the bot sends an update to the team on the number of leads they have received.
  • Data Accuracy: The bot cross verifies new lead data with the existing lead data in the CRM to avoid data duplication.
  • Saves Time: Whenever a new lead arrives, the marketing team is notified instantly with complete lead data, ensuring zero-time loss in tracking the lead.
  • Increased Productivity: The team involved in monitoring, collecting, and compiling lead data on the CRM can take up other responsibilities, thereby increasing overall productivity.
  • Reduced Costs: The bot performs tasks faster and more efficiently than human staff, thereby reducing the company’s overall expenditure.

Technology Stack

  • UiPath -2019.1
  • LinkedIn
  • Microsoft Dynamics 365 CRM

How to start the journey?

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