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View your LinkedIn pipeline as a Kanban Board

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Bastien PaulAugust 21, 20263 min read

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HubSpot view
  1. WhenProperty value changedLast LinkedIn Invitation and Message dates
  2. ThenSet property valueLinkedIn Status = Invitation Accepted, etc.
  3. ThenBoard view by LinkedIn StatusEach status becomes a column

Overview

Manage your entire LinkedIn outbound directly inside HubSpot using an automated "LinkedIn Status" property powered by Hublead.

What You'll Achieve

This workflow turns your Hublead actions (invitation sent, invitation accepted, message sent, message replied) into a clean Kanban board inside HubSpot. Perfect for organizing outreach, following up at the right time, and coaching your sales team.

Summary

Create a "LinkedIn Status" property, update it automatically using a HubSpot workflow, and display contacts in a Kanban-style board view.

Prerequisites

  • Hublead (Business or Scale plan)
  • Hublead contact properties activated in HubSpot (Last LinkedIn Invitation Sent, Last LinkedIn Message Sent, etc.)
  • Access to HubSpot Workflows
  • Register to the CRM Views beta
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Step-by-Step Guide

  1. Create the "LinkedIn Status" property

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    • Type: Dropdown select
    • Recommended values:
      • Invitation Sent
      • Invitation Accepted
      • Message Sent
      • Message Replied
      • Not Contacted
    • Description: "Tracking of LinkedIn interactions synced via Hublead."

  2. Build the automatic update workflow

    1. Create a "Contact-based" workflow
    2. Set enrollment trigger to Property value changed for:
      • Last LinkedIn Invitation Sent
      • Last LinkedIn Invitation Accepted
      • Last LinkedIn Message Sent
      • Last LinkedIn Message Received
    3. Add a branch with the following order:
      • Message Sent
      • Message Replied
      • Invitation Accepted
      • Invitation Sent
      • None met
    4. For each branch, update the "LinkedIn Status" property accordingly

    Example logic:

    • Message Sent → LinkedIn Status = "Message Sent"
    • Message Replied → LinkedIn Status = "Message Replied"
    • Invitation Accepted → LinkedIn Status = "Invitation Accepted"
    • Invitation Sent → LinkedIn Status = "Invitation Sent"

  3. Build the Kanban board in HubSpot

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    1. Go to Contacts → Board view
    2. Create a pipeline based on the "LinkedIn Status" property
    3. Make sure each status becomes a column
    4. Optional: add filters like "Last activity date" or "Lead Status"

  4. Use the Kanban for daily outbound

    • Track prospects who haven't replied
    • Monitor pending invitations
    • Prioritize follow-up by activity
    • Coach SDRs on reply rates and activity levels
    • Trigger follow-up directly from HubSpot (with Hublead)

Best Practices

  • Keep the property simple (4–5 statuses max)
  • Sort by "Last Activity Date" inside each column
  • Add a "None Met" fallback to avoid workflow gaps
  • Use Hublead timestamps to create 7/14/30-day follow-up queues

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Before you publish the workflow

Does this work without Hublead?

No. The board updates from LinkedIn events (invites, messages) that only Hublead can sync into HubSpot properties.

How does the LinkedIn Status update automatically?

A HubSpot workflow reads the Hublead timestamps (invitation sent, accepted, message sent) and updates a "LinkedIn Status" dropdown property, which drives the board columns.

Do I need a specific HubSpot plan?

You need workflows to auto-update the status. The board view itself works on standard HubSpot; the automation needs a workflow-capable tier.

Can I move contacts between columns manually?

Yes. The dropdown is editable, so reps can override the status, and the workflow keeps new LinkedIn events flowing in.

What stages should the board have?

Common stages: Invite sent, Invite accepted, Messaged, Replied, Booked. Adapt to your outbound motion.

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Put this workflow live
this week.

Install the extension, connect HubSpot or Salesforce, and sync a LinkedIn conversation: it lands on the CRM record, ready for this recipe.

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