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How one can use LinkedIn automation in HubSpot sequences


With Gross sales Hub and LinkedIn Gross sales Navigator, gross sales reps can schedule InMail and connection request duties alongside electronic mail and different follow-up actions. HubSpot manages the sequence timing and job reminders, whereas reps evaluate prospect info and full LinkedIn interactions themselves.

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On this information, LinkedIn automation means including job reminders to a structured HubSpot gross sales sequence — not utilizing bots to routinely ship LinkedIn messages or connection requests. This method combines the consistency of gross sales automation with the context out there via CRM automation, serving to groups set up outreach with out routinely sending LinkedIn messages.

Desk of Contents

What’s LinkedIn automation?

linkedin automation, LinkedIn Sales Navigator landing page showing its sales prospecting features and demo and free-trial options

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LinkedIn automation broadly refers to utilizing workflows to arrange or carry out social promoting actions on the platform. In HubSpot, it means utilizing sequences to schedule handbook duties for LinkedIn InMail and connection requests. HubSpot creates the reminders, however a gross sales rep should full every LinkedIn motion.

LinkedIn Gross sales Navigator is LinkedIn’s gross sales prospecting platform. HubSpot’s LinkedIn Gross sales Navigator integration lets eligible customers view LinkedIn profile particulars, shared connections, and related account info alongside HubSpot contact and firm data.

In response to HubSpot’s 2026 State of Gross sales report, 48% of gross sales professionals say patrons count on extra personalised experiences from gross sales groups.

In my expertise, the very best LinkedIn follow-ups nonetheless rely upon a rep noticing one thing related and turning that context right into a genuinely helpful interplay.

Why Gross sales Groups Automate LinkedIn Duties

Gross sales groups automate LinkedIn job reminders to maintain outreach constant, well timed, and arranged alongside emails and calls. A sequence can remind a rep to analysis a prospect, ship a connection request, or observe up with an InMail. Reps nonetheless determine whether or not every interplay is suitable and full the motion themselves. Connecting LinkedIn Gross sales Navigator with HubSpot additionally provides reps entry to prospect and firm info alongside their CRM data, serving to them put together extra related outreach.

Inside Gross sales Hub, gross sales automation instruments let groups construct sequences that mix automated emails with handbook job reminders. This helps groups coordinate their gross sales stack, with out managing each follow-up in a separate software. Not like broader workflow automation, a LinkedIn sequence job reminds a rep to take an motion relatively than routinely sending the LinkedIn message.

How one can Add LinkedIn Process Steps to a HubSpot Sequence

So as to add LinkedIn duties to a HubSpot sequence, first join LinkedIn Gross sales Navigator to HubSpot. Then create a sequence in Gross sales Hub and add InMail or connection request duties on the acceptable factors within the cadence. These duties remind reps to finish LinkedIn actions manually.

Join LinkedIn Gross sales Navigator to HubSpot.

To make use of the LinkedIn Gross sales Navigator integration, every person wants an assigned Gross sales Hub Skilled or Enterprise seat and a LinkedIn Gross sales Navigator Superior Plus plan. The Gross sales Navigator Superior plan alone doesn’t meet HubSpot’s documented integration necessities.

To attach the combination:

  1. In HubSpot, click on the Market icon within the prime navigation bar and choose HubSpot Market.
  2. Seek for LinkedIn Gross sales Navigator and choose the app.
  3. Click on Set up.

Every person should set up the LinkedIn Gross sales Navigator app whereas signed in to HubSpot with their very own login. As soon as linked, reps can view related Gross sales Navigator info alongside their HubSpot CRM data.

The usual LinkedIn Gross sales Navigator integration doesn’t help importing contacts from LinkedIn into HubSpot.

To view LinkedIn Gross sales Navigator info in HubSpot:

  1. Navigate to CRM > Contacts or CRM > Corporations and open the related file.
  2. Discover the LinkedIn Gross sales Navigator card in the correct sidebar. If the app was put in after October 7, 2025, a Tremendous Admin or person with permission to customise file layouts should add the cardboard to the sidebar.
  3. On contact data, evaluate particulars such because the individual’s job title, firm, time of their present position, location, and trade. Click on View extra to entry extra Gross sales Navigator info, together with shared connections, pursuits, and up to date exercise.
  4. On firm data, evaluate info comparable to trade, measurement, and placement. Extra Gross sales Navigator views can present firm information and details about related folks on the account.

You may as well ship an InMail manually from a HubSpot contact or firm file. Click on Ship InMail within the Gross sales Navigator card, compose your message within the LinkedIn pop-up field, and click on Ship. The dialog won’t routinely be saved to the file’s exercise timeline, though you may manually log the interplay.

For extra particulars, see HubSpot’s LinkedIn Gross sales Navigator setup information.

Add an InMail job.

An InMail job in a HubSpot sequence reminds a gross sales rep to ship a LinkedIn InMail at a scheduled level within the outreach course of. The sequence creates the duty reminder, however the rep should write and ship the message manually. You possibly can add these reminders alongside automated emails and name duties in HubSpot sequences.

So as to add an InMail job:

  1. In HubSpot, navigate to Gross sales > Sequences.
  2. Click on Create Sequence. Select Begin from scratch or choose a pre-made sequence template, then click on Create sequence.
  3. Within the sequence editor, click on the pencil icon to call your sequence.
  4. Click on the + icon so as to add a step.
  5. In the correct panel, choose Gross sales Navigator – InMail job.
  6. Beneath Process particulars, select whether or not to pause the sequence till the duty is accomplished. Enter a job title, set its precedence, and choose a job queue.
  7. Use the Notes discipline so as to add related context or draft the message you need the rep to ship. Textual content entered right here won’t routinely populate within the LinkedIn Gross sales Navigator message field.
  8. Click on Add. Proceed including sequence steps as wanted, then click on Save.

When the rep completes the duty from a queue, LinkedIn Gross sales Navigator opens on the contact’s HubSpot file. The rep can then compose and ship the InMail manually.

InMail duties are helpful when a LinkedIn message serves a particular function inside a broader outreach cadence. For instance, a rep would possibly observe up with somebody whose current firm exercise makes the timing related, proceed a dialog from one other channel, or introduce themselves to a prospect after researching the account.

Professional tip: Add the core message or key speaking factors to the duty’s Notes discipline. They received’t routinely seem within the LinkedIn composer, however they offer the rep a helpful start line when the reminder comes due.

Add a connection request job.

A connection request job reminds a gross sales rep to ship a LinkedIn connection request on the acceptable level in a HubSpot sequence. As with InMail duties, HubSpot schedules the reminder whereas the rep completes the LinkedIn motion manually.

So as to add a connection request job:

  1. Open your sequence within the HubSpot sequence editor.
  2. Click on the + icon the place you need the connection request to look.
  3. In the correct panel, choose Gross sales Navigator – Connection request job.
  4. Beneath Process particulars, enter a job title and precedence, select whether or not the sequence ought to pause till the duty is accomplished, and choose a job queue.
  5. Within the Notes discipline, add a reminder about why you need to join or embrace the message you propose to ship. The message won’t routinely populate in LinkedIn Gross sales Navigator.
  6. Click on Add, then save your sequence whenever you’ve completed including steps.

When finishing the duty from a queue, the rep can use LinkedIn Gross sales Navigator on the contact’s file to evaluate the prospect and ship the connection request.

Connection request duties work finest when there’s a clear motive to ascertain an expert relationship. For instance, a rep would possibly join with somebody they met at an occasion, determine a related contact at a goal account, or observe up after an earlier trade via one other channel.

As a result of the request is handbook, the rep can evaluate the prospect’s profile and adapt the message earlier than sending it.

linkedin automation, HubSpot task queue showing selected tasks and the Change queue option

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When to Use LinkedIn Duties vs. E mail vs. Calls

Use LinkedIn duties, electronic mail, and calls primarily based on the aim of every interplay. LinkedIn is helpful for establishing skilled connections and focused outreach. E mail works nicely for detailed communication, and calls help conversations that profit from an instantaneous trade. One of the best method is dependent upon the prospect and context, not on following the identical multichannel guidelines for everybody.

A sequence can mix these channels with out requiring each prospect to obtain each sort of outreach. If the next step is an electronic mail, follow-up electronic mail automation could assist you handle that communication. LinkedIn-specific sequence duties nonetheless require a rep to finish the motion manually.

How one can Personalize LinkedIn Observe-Up With CRM Context

To personalize LinkedIn follow-up, evaluate the prospect’s contact particulars, firm info, and former gross sales exercise in HubSpot earlier than finishing the LinkedIn job. Use that context to determine a related motive to achieve out and tailor the message to the individual, relatively than counting on a generic template.

linkedin automation, LinkedIn Sales Navigator panel displaying a contact profile and Icebreakers, Get introduced, and Related leads tabs

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Begin with the contact file. Overview the individual’s position, firm, and former interactions together with your staff. The LinkedIn Gross sales Navigator integration gives extra info. For instance, the instruments Icebreaker view enables you to discover shared connections, experiences, pursuits, and a hyperlink to the contact’s current exercise.

Subsequent, evaluate the corporate file. Search for related particulars in regards to the account, together with its trade, measurement, and placement. Gross sales Navigator’s firm views also can present information and details about folks at an organization. These updates could assist you perceive whether or not there’s a well timed motive to achieve out.

Lastly, verify the contact’s exercise historical past in HubSpot. Overview earlier emails, calls, and different recorded interactions earlier than writing your LinkedIn message. Needless to say InMail conversations aren’t routinely saved to the HubSpot file via the usual Gross sales Navigator integration, so you could must log these interactions manually.

Professional tip: As a substitute of making generic duties that say “Ship LinkedIn message,” add a helpful immediate for the rep. For instance: “Overview the prospect’s current firm announcement and write a connection request that references one thing related from it.” This offers the rep a motive to personalize the outreach with out prescribing the precise message.

Gross sales Hub helps reps handle sequence timing and job reminders, whereas CRM and Gross sales Navigator info helps them determine how one can method every LinkedIn interplay. Groups can handle these steps alongside different HubSpot automations for the client’s journey. Discover Gross sales Hub’s gross sales automation instruments to construct a sequence that retains follow-up organized whereas letting reps personalize and full their LinkedIn interactions.

Continuously Requested Questions About LinkedIn Automation

Use automation to arrange LinkedIn promoting, not change it.

LinkedIn automation in HubSpot works finest as a system for organizing outreach whereas leaving the precise LinkedIn interactions to gross sales reps. By combining handbook LinkedIn duties with automated emails and name reminders, groups can handle a repeatable cadence with out turning each message right into a scripted touchpoint.

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