LinkedIn Automations
Lead Gen Forms, Sales Navigator signals, and messaging workflows for B2B pipeline rhythm.
6 automations for LinkedIn
Pick any workflow and we'll build it for you.
Lead Gen Form → CRM
Instant push with campaign attribution.
How it works
Lead Gen form webhook
Map UTM and campaign ID fields
Dedupe against existing contacts
Assign owner by territory matrix
Trigger welcome email sequence
Notify SDR Slack if enterprise domain
Connection Request Follow-Up
Send safe-value message after accept.
How it works
Connection accepted event
Wait randomised polite delay window
Send non-spammy template message
Log sequence step CRM activity
Stop if reply detected NLP lightweight
Escalate positive replies SDR task
Job Change Alert Monitoring
Notify AE when champion switches job.
How it works
Daily Sales Navigator export pull
Compare employer field vs snapshot table
If changed create CRM alert task
Suggest warm intro email draft AI
Tag account risk churn expansion dual evaluate
Archive snapshot new baseline row
Post Engagement Scoring
Prioritise commenters for outbound.
How it works
Company page post published webhook
Collect comment authors nightly batch
Score role seniority enrichment API optional
Push hot list sheet priority queue
Sequence personalised invites capped weekly volume compliance
Weekly effectiveness metrics dashboard email marketing ops
InMail Cost Governance
Quota tracking across seats.
How it works
Pull seat InMail credit balances weekly
Compare utilisation vs seat targets
Alert managers when burn rate spikes
Flag campaigns below reply-rate threshold
Export monthly LinkedIn spend CSV to finance
Refresh governance dashboard sheet nightly
ABM Account List Sync
Keep target accounts aligned with CRM.
How it works
Weekly ABM spreadsheet upload
Match domains to CRM accounts
Tag tier A/B/C account flags
Notify reps of new in-tier additions
Archive departed accounts cleanly
Push tier counts to weekly exec snapshot email
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