Sales Integrations

AdamQ
Participant | Elite Partner
Participant | Elite Partner

Sales Navigator integration - invitations

Hi, I consider starting using Sales Navigator with HS and wonder how and to what extent I can automate LinkedIn activities.

 

In a perfect world a HS contact is added to my HubSpot contact base, a contact is matched with an existing LinkedIn account (with Sales Navigator) and then this person gets an invitation on LinkedIn via Sales Navigator. Or can I only send InMail messages without the possibility of inviting?

 

Another option - a contact in HS is matched with Linkedin account and then once a month or so I export a recent contact list to Sales Navigator and it automatically sends invitation requests.

 

Is it even possible?

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PamCotton
Community Manager
Community Manager

Sales Navigator integration - invitations

Hello @AdamQ With the LinkedIn Sales Navigator integration, you can send InMail from a Contact record, but we don't have the ability to send templates that way. You could enroll Contacts in a Sequence that contains the LinkedIn Sales Navigator Tasks. (This is outlined here.) This could help you automate the process of sending an InMail, and following up with a Sales Email template.

 

I hope this information helps,

Pam

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