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The Hublead Playbooks

See your HubSpot or Salesforce data on LinkedIn, without switching tabs every time you land on a prospect.

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LinkedIn invitation acceptance triggering a HubSpot sequence Playbooks Trigger a HubSpot sequence automatically when a LinkedIn invitation is accepted Learn how to automatically enroll contacts into a HubSpot sequence when a LinkedIn invitation is accepted, using HubSpot workflows and Hublead.

Bastien PaulAugust 23, 20265 min read

Open the playbook
Salesforce report
  1. WhenA LinkedIn message is synced
  2. ThenGroup by rep and by week
Report LinkedIn activity per rep, per week, in Salesforce with Hublead Build a Salesforce report that counts, rep by rep and week by week, the LinkedIn Tasks Hublead logs from synced conversations. October 26, 20263 min read
Salesforce Flow
  1. WhenHublead logs a LinkedIn Task
  2. ThenCheck for an open follow-up
Create a Salesforce follow-up task after a LinkedIn conversation with Hublead A record-triggered Flow that gives the rep a follow-up Task in Salesforce each time a LinkedIn conversation is logged, one per person, never duplicated. October 26, 20264 min read
Salesforce Campaign
  1. WhenYou open a prospect on LinkedIn
  2. ThenAdd to the Campaign
Add LinkedIn leads to a Salesforce Campaign from the profile, with Hublead Create a Salesforce Campaign for your LinkedIn outreach, add each prospect from the Hublead panel on LinkedIn and follow every member's status. October 26, 20263 min read
HubSpot view
  1. WhenLast LinkedIn Message Received before 21 days ago
  2. ThenSave view: Cooling LinkedIn leads
Spot cooling LinkedIn leads in HubSpot with Hublead Build a HubSpot view of LinkedIn leads with no message sent or received in 21 days, coldest first, and follow up before they go cold. August 21, 20262 min read
HubSpot workflow
  1. WhenLinkedIn Connection Status is Connected
  2. ThenRun Hublead enrichment on the list
Turn LinkedIn connections without an email into reachable HubSpot contacts with Hublead Find your LinkedIn connections that have no email in HubSpot and enrich them in one go, so you can reach them by email too. August 21, 20262 min read
HubSpot workflow
  1. WhenLast LinkedIn Message Received is known
  2. ThenSend internal notification
Get a HubSpot alert when someone replies on LinkedIn with Hublead Fire a HubSpot notification the moment a prospect replies on LinkedIn, so you answer in the hour, not in three days. August 21, 20262 min read

Run your first playbook
this week.

Install the extension, connect HubSpot or Salesforce, and sync one LinkedIn conversation: your first playbook has its data.

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