Using HubSpot Sequences
Birdie has first class support for LinkedIn steps in HubSpot sequences. This means you can add LinkedIn steps (i.e. connection requests and InMails) to your sequences and let Birdie do the heavy lifting of executing these steps for you.
Step 1: Create your sequences with LinkedIn steps in HubSpot
Birdie supports the LinkedIn steps InMail task
and Connection request task
.
You can add these steps to your HubSpot sequences and Birdie will automatically execute them for you.
Message templates for connection requests
When creating a step for a connection request, you can add a template to include a personalized message with your connection request.
To do so, type your template into the textbox under Notes
. You can personalize the message using the HubSpot specific template variables under Personalize
.
Message templates for InMails
When creating a step for a connection request, you can add a template to include a personalized message with your connection request.
To do so, type your template into the textbox under Notes
. You can personalize the message using the HubSpot specific template variables under Personalize
.
If you want to include subject in your InMail, make sure the first line starts with Subject: <Your subject here>
. Replace <Your subject here>
with your desired subject for your InMail. After the first line, the remainder of the template will be used for the body of the InMail.
Step 2: Add people to a sequence
Once you have a sequence with supported LinkedIn steps, you can add contacts to it. You can do this directly in HubSpot.
Step 3: Execute your sequence steps
When your LinkedIn sequence steps come due, you can use Birdie to execute them and mark them as complete, which will automatically move contacts through their sequences.