App Tutorial

Link HubSpot to LinkedIn: A Step-by-Step Guide

TL;DR

Integrating HubSpot with LinkedIn, including the Sales Navigator, streamlines lead management and enhances CRM capabilities. This process involves ensuring appropriate permissions, navigating to HubSpot settings, and connecting your LinkedIn account through the Ads section. Additionally, installing the LinkedIn Sales Navigator app from the HubSpot Marketplace is crucial for accessing detailed insights within HubSpot.

By following these steps, sales professionals can leverage LinkedIn's network and insights directly within HubSpot's CRM, optimizing sales strategies.

Automate your LinkedIn and HubSpot integration tasks with Bardeen to save time and enhance efficiency.

Comprehensive Guide to Linking HubSpot to LinkedIn

Integrating HubSpot with LinkedIn, including LinkedIn Sales Navigator, enhances CRM capabilities, streamlines lead management, and optimizes sales strategies. This guide synthesizes information from various sources to provide a clear, step-by-step process for linking HubSpot to LinkedIn and utilizing the LinkedIn Sales Navigator within HubSpot.

LinkedIn and HubSpot Integration

The integration between LinkedIn and HubSpot allows for a seamless workflow between the two platforms, enabling users to leverage LinkedIn's vast network and insights directly within HubSpot's comprehensive CRM and sales tools. This integration is particularly beneficial for sales professionals looking to enhance their CRM capabilities with LinkedIn's detailed prospect insights.

Automate your HubSpot and LinkedIn workflow for enhanced efficiency and insights with Bardeen.

Connect LinkedIn to HubSpot

To connect your LinkedIn account to HubSpot, you must have appropriate permissions in both HubSpot and LinkedIn. Ensure you're an Account Manager on LinkedIn and have Publish access to the Ads tool in HubSpot. Navigate to your HubSpot settings, select Marketing > Ads, and click on "Connect account." Choose LinkedIn and follow the prompts to authorize the connection.

HubSpot LinkedIn Integration

This integration enriches HubSpot's CRM functionalities with LinkedIn's insights, allowing for more personalized and effective sales outreach. By connecting LinkedIn with HubSpot, sales teams can directly access LinkedIn insights, such as job titles, company details, and mutual connections, from within HubSpot's contact records.

LinkedIn Sales Navigator HubSpot Integration

The LinkedIn Sales Navigator integration with HubSpot enables sales professionals to access LinkedIn Sales Navigator insights directly from HubSpot contact and company records. This integration facilitates personalized outreach and deeper understanding of key accounts. To install this integration, go to the HubSpot Marketplace, search for the LinkedIn Sales Navigator app, and click "Install app." Ensure you have a LinkedIn Sales Navigator Advanced or Advanced Plus account.

After installation, LinkedIn data will be visible in HubSpot's contact and company records. You can save information to LinkedIn Sales Navigator, view detailed insights, send InMails, and manage connection requests directly from HubSpot. Additionally, LinkedIn Sales Navigator tasks can be managed on mobile through the HubSpot app, enhancing the flexibility of your sales activities.

Streamline your multi-channel outreach by integrating HubSpot with LinkedIn through Bardeen's powerful automations.

The integration not only streamlines workflows but also empowers sales teams with actionable insights, fostering more strategic sales approaches and stronger customer relationships.

Discover how to automate your HubSpot workflows with LinkedIn for a dynamic sales strategy. Start with Bardeen's playbooks: Save LinkedIn profile & company to HubSpot, Qualify a LinkedIn company and save to HubSpot, and Sync LinkedIn Social Activity to HubSpot Contact.

Automate HubSpot & LinkedIn Integration with Bardeen

While linking HubSpot to LinkedIn manually provides a powerful way to leverage both platforms for sales and marketing, automating this process can significantly enhance efficiency and effectiveness. Automation through Bardeen not only saves time but also ensures that your HubSpot CRM is always up-to-date with the latest LinkedIn interactions, profiles, and companies. Let's explore how you can automate HubSpot with LinkedIn using Bardeen's prebuilt playbooks.

  1. Save LinkedIn profile & company to HubSpot as a new contact: This playbook automates the process of saving LinkedIn profiles and their associated companies directly into HubSpot as new contacts and companies. It streamlines lead entry and ensures accurate data collection for sales follow-ups.
  2. Qualify a LinkedIn company and save to HubSpot: Automate the qualification of companies found on LinkedIn and save them to HubSpot. This playbook helps in identifying and storing potential leads or partners directly into your CRM, making it easier to track and engage.
  3. Sync LinkedIn Social Activity to HubSpot Contact: Keep your HubSpot contacts enriched with the latest LinkedIn social activities. This automation updates contact records in HubSpot with LinkedIn posts, comments, or likes, providing deeper insights for personalized outreach.

Utilizing these automations, you can ensure your HubSpot CRM is a dynamic, up-to-date resource that reflects your LinkedIn activities and connections. Harness the power of automation to maximize your LinkedIn and HubSpot integration. Start automating today by downloading the Bardeen app.

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author
Jason Gong
Apps used
HubSpot
LAST UPDATED
May 23, 2024
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