topic Re: HubSpot Sequence LinkedIn connection and In mail automation in Sales Hub Tools

HubSpot Sequence LinkedIn connection and In mail automation

Saassolution — Tue, 17 Dec 2024 08:53:01 GMT

Hello Community members,

I have a question regarding the HubSpot sequence:

I created a sequence in HubSpot now I want to automate the LinkedIn connection and Inmail action how can I automate this in HubSpot i thought it was possible but I can see we can only create a task for these actions kidly refer to the screenshot below:

Re: HubSpot Sequence LinkedIn connection and In mail automation

Jigar_Thakker — Tue, 17 Dec 2024 10:09:49 GMT

Hi @Saassolution ,

As far as I know, Currently HubSpot allows you to create tasks for LinkedIn connection requests and InMail, but full automation for these actions isn't supported through the sequence tool. While you can't automatically complete these actions, you can create tasks in HubSpot that will open the LinkedIn Sales Navigator directly on the contact's record, allowing you to manually send the InMail or connection request. This means the tasks act as reminders, but the actual execution still requires manual action within LinkedIn Sales Navigator.

For which you will have to ensure that LinkedIn Sales Navigator account integrated with HubSpot to create tasks related to LinkedIn actions.
In the sequence editor, click the "+" icon to add a task and choose either the "Sales Navigator - InMail task" or "Sales Navigator - Connection request task."
HubSpot will remind you to complete the task, and completing it will open LinkedIn Sales Navigator for manual execution of the InMail or connection request.

For your reference/ guidance attaching resources that will help you through the process:

https://knowledge.hubspot.com/sequences/create-and-edit-sequences

https://knowledge.hubspot.com/integrations/how-to-connect-hubspot-and-linkedin-sales-navigator

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

Re: HubSpot Sequence LinkedIn connection and In mail automation

Saassolution — Tue, 17 Dec 2024 10:15:17 GMT

Hi @Jigar_Thakker

Can you tell me another toll in which I can automate these actions I can use another tool apart from HUbSpot for sequence

Re: HubSpot Sequence LinkedIn connection and In mail automation

CGrove5 — Tue, 17 Dec 2024 10:16:23 GMT

You’re right – HubSpot Sequences don’t fully automate LinkedIn connection requests or InMails. Instead, HubSpot creates tasks as reminders for you to complete these steps manually.

Here’s why: LinkedIn doesn’t allow third-party tools like HubSpot to automate these actions directly.

What you can do:

Add LinkedIn Tasks to Your Sequence:
HubSpot lets you add a task to remind you to send a LinkedIn connection request or InMail. You’ll still need to complete the action manually, but it helps you stay organized.
Use LinkedIn Sales Navigator (Optional):
If you’re using LinkedIn Sales Navigator, you can include LinkedIn tasks (like profile views or messages) in your sequence to streamline your outreach.
Automation Tools (Careful Here):
While some third-party tools claim to automate LinkedIn actions, this can go against LinkedIn’s rules, so it’s worth being cautious.

HubSpot Champion

Cherine Grove

www.cybersolve.net

Re: HubSpot Sequence LinkedIn connection and In mail automation

Jigar_Thakker — Tue, 17 Dec 2024 11:03:28 GMT

Hi @Saassolution,

I'm not entirely sure, but you can explore tools like Expandi, Dux-Soup etc.. which are often used to automate LinkedIn actions.

However, please ensure that you use these tools in compliance with LinkedIn's terms of service to avoid any account issues.

I’d also recommend reaching out to HubSpot Support—they can analyze your account and provide better alternative solutions that would be compatible.