Overview
Create a dynamic list in HubSpot that gathers every contact who has accepted your LinkedIn invitation but hasn't yet received a message. This ensures no warm leads slip through the cracks and helps you plan follow‑up outreach.
What you get
- A real-time list of contacts who accepted an invitation but haven't been messaged
- Visibility into leads requiring a follow‑up
- A consistent process for the team to track unmessaged contacts
Prerequisites
- Hublead active (Pro, Business or Scale)
- Hublead properties enabled in HubSpot, including Last LinkedIn Invitation Accepted and Last LinkedIn Message Sent (or equivalent)
- Access to HubSpot Lists
Step‑by‑step
Step 1: Verify properties
Ensure the properties Last LinkedIn Invitation Accepted and Last LinkedIn Message Sent exist in HubSpot and update correctly when invitations are accepted or messages are sent.
Step 2: Create the list
Navigate to HubSpot → Contacts → Lists → Create list → choose Contact‑based.
Step 3: Set filters
Add the following filter criteria:
- Last LinkedIn Invitation Accepted is known
- Last LinkedIn Message Sent is unknown (empty)Optionally, add other filters (e.g., lifecycle stage, contact owner) to narrow down the list.
Step 4: Save and name the list
Name your list (e.g., "Contacts accepted invitation – no message sent"). Make sure it's an Active list so it updates automatically as new contacts meet or leave the criteria.
Step 5: Test
Review the list to ensure the correct contacts appear. After you send a message to someone, the Last LinkedIn Message Sent property should update, and that contact should disappear from the list.
Best practices
- Check the list regularly to follow up promptly with unmessaged contacts.
- After sending the first message, consider enrolling contacts in a sequence or workflow for further nurturing.
- Adjust filters as needed to align with your team's process.
FAQs
Does the list update automatically?
Yes. As long as the list is active, contacts are added or removed in real time based on property updates.
What removes a contact from the list?
Once the Last LinkedIn Message Sent property is populated, the contact no longer matches the criteria and drops out.
Can I use this without Hublead?
No. Hublead is required to sync LinkedIn invitation and message data into HubSpot.
Which HubSpot plan do I need?
You need access to HubSpot Lists. No workflows or sequences are required for this use case.
Can I filter by owner or lifecycle stage?
Yes. You can add additional filters such as contact owner, lifecycle stage, or pipeline to refine the list.
Is this suitable for team workflows?
Yes. Each team member can use the same list or duplicate it with owner specific filters.
