Linking your CRM with LinkedIn is a robust means for gross sales and advertising groups to get extra out of each platforms. The rationale companies flip to advertising know-how within the first place is as a result of it helps you do issues like attain the suitable folks quicker, centralize data and automate key processes.
When your CRM (on this case we’re utilizing HubSpot because the CRM platform) and LinkedIn are working collectively, you’ll obtain these outcomes. This integration frees up your workforce to concentrate on high-value actions, like constructing relationships and driving new alternatives.
Listed here are 5 easy methods to make this LinkedIn integration work with HubSpot (with ideas that work with different CRMs too).
Dig deeper: Why your advertising workforce wants coaching, not simply tech, within the age of AI
1. Create a LinkedIn search URL discipline
Add a LinkedIn search URL discipline in HubSpot so reps can discover leads on LinkedIn with only one click on — no Gross sales Navigator wanted. This protects reps the time of searching down profiles manually, making their outreach extra environment friendly.
The way it works: Arrange a workflow that fills within the LinkedIn search URL for every lead utilizing their first identify, final identify and firm. This URL leads straight to LinkedIn and opens a seek for that lead’s profile.
2. Add LinkedIn Gross sales Navigator in HubSpot
In case your workforce has LinkedIn Gross sales Navigator, you possibly can join it to HubSpot to make outreach even simpler. Reps can view and attain out to leads straight in HubSpot with out further steps.
What it does: The mixing centralizes LinkedIn communication in HubSpot — it lets reps view LinkedIn profiles, message leads and ship connection requests, all from inside HubSpot.
Limitation: Logging LinkedIn exercise in HubSpot requires each top-level Gross sales Navigator and HubSpot Gross sales Enterprise. With out these, reps might want to log LinkedIn actions manually.
3. Auto-add LinkedIn profile URLs with Zapier
Utilizing Zapier, you possibly can set issues up so LinkedIn profile hyperlinks robotically get added to new contact data in HubSpot. That is nice for duties like following up with LinkedIn connections after a webinar. Reps get direct entry to profiles proper in HubSpot.
The way it works: Set off Zapier to tug LinkedIn profile information from Apollo (or one other knowledge instrument) every time a brand new contact is added to HubSpot. It then provides the LinkedIn URL to the contact document.
4. Automate LinkedIn connections with PhantomBuster
In case your workforce is working giant outreach campaigns, like post-webinar follow-ups, PhantomBuster can automate LinkedIn connection requests at scale. As an alternative of manually reaching out, PhantomBuster can deal with it in bulk, giving your workforce extra time to interact and comply with up.
Easy methods to do it: Export contacts from HubSpot to a Google Sheet, sync it with PhantomBuster, and arrange computerized LinkedIn requests primarily based in your schedule.
Instruments like HubLead or Surfe make it straightforward so as to add LinkedIn prospects to HubSpot and maintain tabs on LinkedIn exercise inside the CRM. That is excellent for groups who need to see LinkedIn’s affect on their pipeline and fine-tune outreach efforts primarily based on what’s working.
The way it works: HubLead and Surfe assist reps add LinkedIn contacts to HubSpot, monitor messages and examine connection requests in a single place.
Wrapping up
Integrating LinkedIn with HubSpot retains lead administration easier and helps your workforce construct relationships quicker. By centralizing your workforce’s workflows, automating knowledge entry, and streamlining repetitive duties, your workforce can concentrate on what issues most: high-impact actions that drive outcomes and construct your pipeline.
With LinkedIn and HubSpot working collectively, you’re organising a wiser, extra environment friendly system that frees up your workforce’s time to attach meaningfully and pursue greater alternatives.
Dig deeper: CRM and advertising automation: The challenges and advantages of integration
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