Best practice for managing Linkedin connection statuses

Smart CRM & Sales Hub Tips, Tricks & Best Practices
,
1

When dealing with someone who isn’t replying to emails or calls and you want to reach them via LinkedIn (not through Inmails), and you haven’t yet had a successful connection- so it’s still pending - what’s the best practice? Are you using HubSpot to keep track of this? Or a third-party tool?

How long do you leave a connection request out there before you suspend it and try again with a different message? Do you have any automation set up for that? Any tips would be much appreciated.

2

Hi @benflux,

There are a lot of ways to potentially handle this; HubSpot is generally well-equipped to handle this. You could:

  • Create a contact property to track the connection request status (pending / accepted / follow-up scheduled): Create and edit properties
  • Create a contact date property to keep track of the connection request date
  • Use tasks to set up a follow-up: Create tasks

Tasks could of course also be created automatically be a workflow based on the date property – and tasks could also be a result of a sequence step, if you’re working with sequences. So overall, that would tie in nicely.

There are also LinkedIn automation tools which promise to help with this but generally, I would be very careful as many which I have encountered violate the LinkedIn terms and services and are putting your LinkedIn account at unnecessary risk.

Best regards!