Sales Integrations

FLopez59
Member

URGENT - MASS ENROLL LinkedIn Sales Navigator contacts into a Hubspot sequence

SOLVE

Hi, How do you do this please?

My Hubspot and Sales Navigator/LinkedIn are integrated. 

How can you mass enroll lots of Sales Nav contacts at one in 1 or 2 clicks into a Hubspot sequence?

I'm having to do this 1 contact at a time in Sales Nav - click to view the contact in Hubspot, then add it to a sequence - it would be mega time consuming!

I'd like to mass enroll contacts directly from either a Sales Nav 'Saved search' or 'Leads list'.

Thanks so much!

1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

URGENT - MASS ENROLL LinkedIn Sales Navigator contacts into a Hubspot sequence

SOLVE

Hi @FLopez59 ,

 

You can create a workflow to automatically enroll your contacts from Sales Navigator in the sequence. How are you adding the contacts from Sales Navigator to HubSpot? Is it via a tool like Hublead?

 

Firstly you should check the source properties on the contact to see which stores the information that a contact has originated from Sales Navigator (the name of the tool used to connect the 2). Check the following:

  • Record Detail
  • Record Detail 1
  • Original Source Drill-down 1

You then want to select the action 'Enroll in sequence', which you'll find under Communications.

 

Let me know if you have any further questions,

LouiseHare_0-1709049411269.png

Louise Hare she/her

Freelance HubSpot Specialist 

www.louisemhare.com

Want to chat HubSpot?

LouiseHare_1-1709049411271.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

View solution in original post

1 Reply 1
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

URGENT - MASS ENROLL LinkedIn Sales Navigator contacts into a Hubspot sequence

SOLVE

Hi @FLopez59 ,

 

You can create a workflow to automatically enroll your contacts from Sales Navigator in the sequence. How are you adding the contacts from Sales Navigator to HubSpot? Is it via a tool like Hublead?

 

Firstly you should check the source properties on the contact to see which stores the information that a contact has originated from Sales Navigator (the name of the tool used to connect the 2). Check the following:

  • Record Detail
  • Record Detail 1
  • Original Source Drill-down 1

You then want to select the action 'Enroll in sequence', which you'll find under Communications.

 

Let me know if you have any further questions,

LouiseHare_0-1709049411269.png

Louise Hare she/her

Freelance HubSpot Specialist 

www.louisemhare.com

Want to chat HubSpot?

LouiseHare_1-1709049411271.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!