Automatically create follow-up tasks when a LinkedIn invite is accepted

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

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.