Workflow Template

Sync LinkedIn Messages to HubSpot Contact

This workflow extracts LinkedIn messages and saves them to HubSpot contacts, streamlining lead management and personalizing follow-ups.
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Scrape data on active tab
Scrape data on active tab
Create HubSpot Contact
Create HubSpot Contact

Workflow Overview

This workflow extracts LinkedIn messages and saves them to HubSpot contacts, streamlining lead management and personalizing follow-ups.
  • LinkedIn messages page
  • HubSpot contact ID (optional)
  • LinkedIn messages saved to a HubSpot contact

This automation extracts LinkedIn messages from the active tab and then saves these messages to a specific contact in HubSpot.

The process begins by scraping LinkedIn messages using a combined scraper model while you are on the LinkedIn messages page. After the messages have been successfully scraped, the automation either creates a new contact in HubSpot or updates an existing one with the scraped LinkedIn messages. This is particularly useful for:

  • Keeping track of professional interactions in your CRM
  • Automating the process of lead nurturing with personalized follow-ups based on LinkedIn conversations
Note: This workflow can be modified to integrate with other CRMs like Salesforce or Pipedrive by changing the 'create_or_update_contact' action.

Streamline your lead management and ensure no conversation gets lost in the shuffle with this Bardeen automation.

Step 1: Install the Bardeen App

To start, ensure the Bardeen app is installed on your device.

Step 2: Navigate to the Magic Box

Open the Magic Box in the app and input the following prompt:

Scrape LinkedIn messages, save to HubSpot lead

Step 3: Integrate the Workflow Integrations

Connect your LinkedIn and HubSpot accounts to Bardeen. This step is crucial for the workflow to access and manipulate data from both platforms.

Step 4: Run the Workflow

With everything set up, initiate the workflow. This process involves:

  • Scraping LinkedIn messages directly from your active browser tab. This step assumes you are already viewing the LinkedIn messages you wish to scrape.
  • Following the scrape, it will create or update a contact in HubSpot, populating it with the details of the LinkedIn messages.
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How Can You Automatically Sync LinkedIn Messages to Your HubSpot Leads?

Sync LinkedIn Messages to HubSpot

Integrating LinkedIn with HubSpot can significantly enhance your sales and marketing efforts by providing a seamless flow of information between the two platforms. This integration allows for a more personalized outreach and a deeper understanding of your key accounts by leveraging LinkedIn's rich professional network directly within HubSpot. Here's how to make the most of this powerful combination.

Unlock the full potential of LinkedIn within HubSpot. Use this workflow to streamline your lead management process.

To begin, the HubSpot-LinkedIn Sales Navigator integration is pivotal. It empowers sales teams by enabling access to LinkedIn Sales Navigator tools directly from the HubSpot contact record. This integration provides valuable insights such as InMail capabilities, icebreakers, introductions, and related leads, all without leaving HubSpot. These features facilitate personalized outreach and help in identifying the right contacts within key accounts.

Setting up this integration involves visiting the HubSpot Marketplace and installing the LinkedIn Sales Navigator app. Once installed, you'll be able to view LinkedIn insights on your HubSpot contact and company records. For contacts, you can see job titles, mutual connections, and interests, while for companies, you can view industry, size, and connections you already have within the organization. This information is crucial for tailoring your sales approach and outreach strategies.

Log LinkedIn Messages in HubSpot

Logging LinkedIn messages in HubSpot is a feature much sought after by sales professionals. It ensures that all interactions with prospects and customers are recorded in one place, providing a complete view of the sales process. However, it's important to note that while you can send InMails directly from HubSpot, the conversation will not automatically save to the record's timeline. You can manually log a LinkedIn message to a contact's timeline if needed.

For a more automated solution, using tools like Hublead can streamline the process. Hublead allows you to import LinkedIn conversations directly into HubSpot with just one click, tagging them as LinkedIn Messages. This ensures that your sales team has access to comprehensive conversation histories on contact records, enhancing engagement and efficiency. Whether you're importing conversations from LinkedIn or LinkedIn Sales Navigator, Hublead provides a seamless integration that enriches your CRM data and supports personalized follow-ups based on LinkedIn interactions.

Enhance your CRM capabilities by accurately tagging LinkedIn activities in HubSpot. Activate this workflow and gain insights into your LinkedIn engagement directly within HubSpot.
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