Auto-create HubSpot deals from LinkedIn replies

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Step-by-step setup in HubSpot and Hublead

1. 1

   1. Connect Hublead to HubSpot

   • Install the Hublead Chrome extension
   • Authenticate with your HubSpot portal
   • Turn on message sync for the contacts you prospect, so their LinkedIn replies are logged as HubSpot activities
   • Hublead fills the Last LinkedIn Message Received contact property on its own, there is no mapping to set up
2. 2

   2. Create or confirm the LinkedIn reply property

   Nothing to create: Hublead creates the Last LinkedIn Message Received contact property and fills it when a reply is detected (on Business, when you open the conversation). Open a contact who recently replied on LinkedIn and check the date is there.

3. 3

   3. Define when a deal should be auto-created

   Decide your trigger logic. For example:

   • Last LinkedIn Message Received is known
   • AND Lifecycle stage is Lead or MQL
   • AND Lead status is not Customer or Closed Lost
4. 4

   4. Build the HubSpot workflow

   In HubSpot:

   • Go to Automation → Workflows
   • Click Create workflow → From scratch → Contact-based

   Enrollment trigger:

   • Last LinkedIn Message Received is known
   • Add filters for lifecycle stage and lead status if needed

   Optional:

   • Turn on re-enrollment if you want to create multiple deals over time
5. 5

   5. Add the deal creation action

   In the workflow:

   • Click + → Create record → Deal

   Configure:

   • Deal name: [Contact First Name] [Contact Last Name] - LinkedIn reply
   • Pipeline: your main sales pipeline
   • Stage: e.g. Qualified to buy or Discovery scheduled
   • Amount: leave empty or set a default value
   • Close date: optional (e.g. today + 30 or 60 days)

   Associations:

   • Associate with the enrolling contact
   • Associate with the primary company (if available)
6. 6

   6. Assign ownership and follow-up tasks

   Add workflow actions:

   • Set Deal owner = Contact owner
   • Create a task:
     • Title: Follow up on LinkedIn reply
     • Due date: 1 to 2 business days
     • Priority: High
7. 7

   7. Test with a sample contact

   • Use a real or test LinkedIn conversation
   • Trigger a reply
   • Check that Hublead updates the contact in HubSpot
   • Verify that:
     • A deal is created
     • A follow-up task is created
     • The deal is properly associated