Leverage LinkedIn's professional network for lead generation and automate your outreach using the CRM's LinkedIn module.

LinkedIn Lead Sources

  • Lead Gen Forms: Sponsored Content ads with embedded forms (see Social Lead Master)
  • Connection Requests: Automated follow-up when new connections are made
  • InMail Responses: Capture replies to InMail campaigns

Automating LinkedIn Follow-Ups

  1. Connect your LinkedIn account under Social Media > LinkedIn.
  2. Go to Automations and create a new workflow.
  3. Set trigger: LinkedIn Lead Gen Form Submitted.
  4. Add actions: Create Contact, Send WhatsApp, Send Email, Add to Pipeline.
⚠️ LinkedIn Policy: Automated messaging on LinkedIn must comply with their User Agreement. Use the CRM's approved integration only — third-party scraping tools violate LinkedIn's terms.