CRM

ISmolin
Contributeur de premier rang

A workflow to create a lead (Sales workspace) in Attempting status once LinkedIn invitation

Résolue

Hi, colleagues,

 

I created a workflow that allows me to create a Lead in Attempting status in Sales Workspace once a LinkedIn invitation (we use Hublead for sync) from my colleague's LinkedIn account is sent. 

 

The lead will be assigned to me as an owner.  Please see below:

 

ISmolin_0-1747059687017.png

 

Ps. Yes, it is correct that the person whose LinkedIn account is used to send invitations, and I as an owner of the leads assigned to me. 

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1 Solution acceptée
ISmolin
Solution
Contributeur de premier rang

A workflow to create a lead (Sales workspace) in Attempting status once LinkedIn invitation

Résolue

I think this one works best (based on the list membership - when criteria meets): 

 

ISmolin_0-1747061045061.png

ISmolin_1-1747061081961.png

 

Voir la solution dans l'envoi d'origine

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3 Réponses
ISmolin
Solution
Contributeur de premier rang

A workflow to create a lead (Sales workspace) in Attempting status once LinkedIn invitation

Résolue

I think this one works best (based on the list membership - when criteria meets): 

 

ISmolin_0-1747061045061.png

ISmolin_1-1747061081961.png

 

0 Votes
ISmolin
Contributeur de premier rang

A workflow to create a lead (Sales workspace) in Attempting status once LinkedIn invitation

Résolue

It is probably worth mentioning that this should be off:

 

ISmolin_2-1747061240653.png

 

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ISmolin
Contributeur de premier rang

A workflow to create a lead (Sales workspace) in Attempting status once LinkedIn invitation

Résolue

I wonder if I can set up another workflow (for LinkedIn) in HubSpot where, once the person who accepted a LinkedIn invitation and responded to our invitation or follow-up message, the lead will be moved to "Connected" status. Thanks. PS. I do not see such properties in the options I can choose from. Maybe list membership will work here. 

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