How to Trigger LinkedIn Connection Requests & Messages Directly From HubSpot
Big news for RevOps and sales teams! FirstTouch now features native workflow actions right inside of HubSpot. In this tutorial, Ryan Gunn, Head of RevOps at FirstTouch, demonstrates how you can trigger automated LinkedIn connection requests and messages directly from your HubSpot platform—no context-switching required.
Using a real-world webinar follow-up playbook, Ryan breaks down how to rotate leads, automatically check a prospect's LinkedIn connection status, branch your automation based on network relationships, and use HubSpot data tokens to highly personalize your social outreach at scale.
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What You’ll Learn in This Tutorial:
Native HubSpot Integration: How to use the new FirstTouch action cards inside the HubSpot workflow builder.
Lead Rotation Mapping: Ensuring your automated social outreach seamlessly sends from the designated contact owner's actual LinkedIn profile.
Smart Connection Status Checks: Automatically verifying if you are already connected with a contact on social before executing an action.
Dynamic Property Tokens: Pulling HubSpot contact data (like First Name and Webinar Title) straight into your automated LinkedIn messages.
Mastering Rate Limits inside HubSpot: How the "Wait for action completion" setting safeguards your LinkedIn account from exceeding daily limits.
The Follow-Up Sequence: Utilizing the "Wait for connection acceptance" filter (up to 14 days) to instantly fire off secondary messages the moment a prospect accepts your request.
Video Timestamps
0:00 - Intro: Native FirstTouch Actions Inside HubSpot
0:14 - Setting Up Your Webinar Follow-Up Enrollment Triggers
0:21 - Lead Rotation & Mapping the LinkedIn Sender Profile
0:35 - Using the "Check Connection Status" Action Card
0:55 - Creating an If/Then Conditional Branch based on Social Status
1:38 - The "Yes" Branch: Setting Up the Native "Send Message" Action
1:49 - Personalizing LinkedIn Templates with HubSpot Data Tokens
2:07 - Managing LinkedIn Rate Limits with Workflow Pauses
2:54 - The "No" Branch: Sending a Connection Request + Custom Note
3:16 - How to Use Connection Acceptance Wait Timers (Up to 14 Days)
3:44 - Reviewing the Completed Social Selling Workflow
4:07 - Advanced Playbooks (Demo Follow-Ups, Closed-Lost Recapture) & Outro
Connect With Us:
Website: https://www.firsttouch.com
LinkedIn: https://www.linkedin.com/company/first-tou...
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