Auto-create HubSpot deals from LinkedIn replies
Auto-create HubSpot deals from LinkedIn replies.
Prerequisites
HubSpot
- Access to Sales Hub (Starter or above recommended)
- A deal pipeline configured (e.g. New, Qualified, etc.)
- Contact properties:
- Lifecycle stage
- Lead status
- A custom property Last LinkedIn reply date (optional but recommended)
LinkedIn & Hublead
- A LinkedIn or LinkedIn Sales Navigator account for SDRs
- Hublead (or a similar Chrome extension) installed and connected to HubSpot
- Hublead configured to:
- Log LinkedIn messages as HubSpot activities
- Update a property when a reply is detected
Step-by-step setup in HubSpot and Hublead
1. Connect Hublead to HubSpot
- Install the Hublead Chrome extension
- Authenticate with your HubSpot portal
- In Hublead settings:
- Enable logging of LinkedIn replies as HubSpot activities
- Enable mapping to a Last LinkedIn reply date contact property
2. Create or confirm the LinkedIn reply property
In HubSpot:
- Go to Settings → Properties
- Create a contact property:
- Name:
Last LinkedIn reply date - Type: Date picker (if it does not already exist)
- Name:
In Hublead:
- Map the LinkedIn reply event to this property
3. Define when a deal should be auto-created
Decide your trigger logic. For example:
Last LinkedIn reply dateis known- AND
Lifecycle stageis Lead or MQL - AND
Lead statusis not Customer or Closed Lost
4. Build the HubSpot workflow
In HubSpot:
- Go to Automation → Workflows
- Click Create workflow → From scratch → Contact-based
Enrollment trigger:
Last LinkedIn reply dateis 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. 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. 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
- Title:
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
FAQs
Does this work without Hublead?
No. You need a tool like Hublead that can detect LinkedIn replies and sync them to HubSpot. Native HubSpot cannot read LinkedIn messages by itself.
Do I need HubSpot Sales Hub?
Yes. You need Sales Hub to create workflows that automatically create deals and tasks. Starter is enough for this use case.
Will this create duplicate deals?
No, as long as:
- You do not enable re-enrollment.
- Or you add extra conditions (for example, only create a deal if the contact has no open deal).
If you enable re-enrollment, HubSpot can create multiple deals over time by design.
Can I trigger this on LinkedIn invitations instead of replies?
Yes. The exact same setup works if you map:
- A Last LinkedIn invitation accepted date property
- And use it as the workflow trigger instead.
What happens if the contact already has a deal?
By default, HubSpot will still create a new deal.
If you want to avoid this, add a condition like:
- Contact is not associated with any open deal.
Can I change the pipeline, stage, or owner logic?
Yes. Everything is configurable in the workflow:
- Pipeline
- Deal stage
- Owner assignment
- Tasks
- Delays
- Notifications
You can fully adapt this to your sales process.
How reliable is the LinkedIn reply detection?
It depends on the sync tool. With Hublead, replies are detected and synced automatically when the rep opens LinkedIn, which is reliable for day-to-day sales usage.
