Social

LinkedIn Automations

Lead Gen Forms, Sales Navigator signals, and messaging workflows for B2B pipeline rhythm.

6 Automations

6 automations for LinkedIn

Pick any workflow and we'll build it for you.

LinkedIn #1

Lead Gen Form → CRM

Instant push with campaign attribution.

How it works

1

Lead Gen form webhook

2

Map UTM and campaign ID fields

3

Dedupe against existing contacts

4

Assign owner by territory matrix

5

Trigger welcome email sequence

6

Notify SDR Slack if enterprise domain

LinkedIn #2

Connection Request Follow-Up

Send safe-value message after accept.

How it works

1

Connection accepted event

2

Wait randomised polite delay window

3

Send non-spammy template message

4

Log sequence step CRM activity

5

Stop if reply detected NLP lightweight

6

Escalate positive replies SDR task

LinkedIn #3

Job Change Alert Monitoring

Notify AE when champion switches job.

How it works

1

Daily Sales Navigator export pull

2

Compare employer field vs snapshot table

3

If changed create CRM alert task

4

Suggest warm intro email draft AI

5

Tag account risk churn expansion dual evaluate

6

Archive snapshot new baseline row

LinkedIn #4

Post Engagement Scoring

Prioritise commenters for outbound.

How it works

1

Company page post published webhook

2

Collect comment authors nightly batch

3

Score role seniority enrichment API optional

4

Push hot list sheet priority queue

5

Sequence personalised invites capped weekly volume compliance

6

Weekly effectiveness metrics dashboard email marketing ops

LinkedIn #5

InMail Cost Governance

Quota tracking across seats.

How it works

1

Pull seat InMail credit balances weekly

2

Compare utilisation vs seat targets

3

Alert managers when burn rate spikes

4

Flag campaigns below reply-rate threshold

5

Export monthly LinkedIn spend CSV to finance

6

Refresh governance dashboard sheet nightly

LinkedIn #6

ABM Account List Sync

Keep target accounts aligned with CRM.

How it works

1

Weekly ABM spreadsheet upload

2

Match domains to CRM accounts

3

Tag tier A/B/C account flags

4

Notify reps of new in-tier additions

5

Archive departed accounts cleanly

6

Push tier counts to weekly exec snapshot email

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