Automatically create follow-up tasks when a LinkedIn invite is accepted
Build a library of practical, high-impact Hublead use cases that help users understand exactly how to leverage Hublead inside HubSpot.
Overview
Automatically create a HubSpot task as soon as a prospect accepts your LinkedIn invitation (data pulled by Hublead). Goal: follow up quickly without forgetting.
What you get
- 1 task created each time an invitation is accepted
- Assigned to the right owner
- A clear due date (today or within 24 h)
- The same process for the whole team
Prerequisites
- Hublead active (Pro, Business or Scale)
- Hublead properties activated in HubSpot (including Last LinkedIn Invitation Accepted)
- Access to HubSpot Workflows
Ready to fix your outbound process?
Step‑by‑step
Step 1: (Optional) prevent duplicates
Create a contact property:
- Name: LinkedIn follow‑up task created
- Type: Checkbox (or Date if you want to record the date)
Step 2: Create the workflow (contact‑based)
HubSpot → Automation → Workflows → Create workflow → From scratch → Contact‑based.
Step 3: Enrollment triggers
Add these criteria:
- Last LinkedIn Invitation Accepted is known (or “has been updated” depending on your portal)
- AND (optional) LinkedIn follow‑up task created is not true
Step 4: Re‑enrollment (recommended)
Enable re‑enrollment on Last LinkedIn Invitation Accepted if you want the workflow to run again when the property is updated.
Step 5: Action “Create task”
Add the Create task action:
- Title: LinkedIn accepted: send first message
- Assigned to: Contact owner
- Due date: Today (or “0 days from now”)
- Notes: e.g. “LinkedIn invitation accepted. Send a short welcome message and one question.”
Step 6: Mark the contact as handled (optional)
Action: Set property value
- LinkedIn follow‑up task created = true (or today’s date)
Step 7: Test and publish
Test on 2 or 3 contacts, then publish.
Ready to fix your outbound process?
FAQs
Does this work without Hublead?
No. HubSpot can't detect when a LinkedIn invitation is accepted on its own. Hublead syncs that event into a HubSpot property, which then triggers the task.
Do I need HubSpot Sales Hub?
Yes. You need a workflow-capable plan to auto-create tasks. The Hublead sync works on any HubSpot tier, but the task automation needs workflows.
How do I avoid duplicate tasks?
Use a dedup property (for example "Follow-up task created") that the workflow sets after creating the task, and exclude already-handled contacts from re-enrollment.
Who gets assigned the task?
You set the owner in the workflow's create-task action, usually the contact owner so the right rep follows up.
How fast does the task appear?
As soon as Hublead syncs the "Last LinkedIn Invitation Accepted" update and the workflow runs, typically within minutes.