Create a summary of a HubSpot contact's latest LinkedIn posts and save as a note

Keeping up with your HubSpot contacts' LinkedIn activity can be challenging. This Playbook eases the burden by finding a contact's LinkedIn profile, summarizing their last 5 posts, and adding a note of the summary to their HubSpot record.

Manually tracking and summarizing LinkedIn posts can take up a lot of time and often leads to missed updates. Ensuring your CRM reflects the latest insights from your contacts' activity requires constant attention.

For example, when preparing for client meetings or tailoring follow-up communications, having recent information is crucial. This automation fetches and summarizes the latest LinkedIn posts, ensuring you have relevant updates at your fingertips.

Whether you're enhancing client engagement, preparing personalized outreach, or maintaining an up-to-date CRM, this Playbook streamlines the process, saving you time and ensuring you stay informed with minimal effort.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot and LinkedIn

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and LinkedIn.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.

Click on “Save Input” and checkmark HubSpot. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to create a summary of a HubSpot contact's latest LinkedIn posts and save as a note

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). 

When you run the playbook, it will find a contact's LinkedIn profile and summarize the last 5 posts from the contact's profile. It will then update the contact's record with a note of the summary.