5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration

Integrating your CRM with LinkedIn is a powerful strategy for sales and marketing teams to enhance their efficiency and effectiveness. Marketing technology is utilized by businesses to streamline processes, reach the right audience quicker, and centralize information.

By connecting your CRM, like HubSpot, with LinkedIn, you can achieve these goals. This integration allows your team to focus on important tasks such as building relationships and generating new opportunities.

Here are five simple ways to optimize the LinkedIn integration with HubSpot (applicable tips for other CRMs as well).

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1. Create a LinkedIn search URL field

Add a LinkedIn search URL field in HubSpot to enable reps to easily find leads on LinkedIn with just one click, eliminating the need for Sales Navigator. This simplifies the outreach process and makes it more efficient.

How it works: Implement a workflow that populates the LinkedIn search URL for each lead based on their name and company, directing reps straight to the lead’s LinkedIn profile.

2. Add LinkedIn Sales Navigator in HubSpot

If your team utilizes LinkedIn Sales Navigator, integrating it with HubSpot can streamline outreach activities. Reps can interact with leads directly within HubSpot, enhancing communication and efficiency.

What it does: This integration centralizes LinkedIn interactions in HubSpot, enabling reps to view profiles, message leads, and send connection requests without leaving the platform.

Limitation: Logging LinkedIn activity in HubSpot requires Sales Navigator and HubSpot Sales Enterprise. Without these, manual logging of LinkedIn actions is necessary.

3. Auto-add LinkedIn profile URLs with Zapier

Utilize Zapier to automatically add LinkedIn profile links to new contact records in HubSpot. This feature is beneficial for tasks like following up with LinkedIn connections post-webinar, providing reps with quick access to profiles within HubSpot.

How it works: Configure Zapier to extract LinkedIn profile information from a data tool like Apollo when a new contact is added to HubSpot, appending the LinkedIn URL to the contact record.

4. Automate LinkedIn connections with PhantomBuster

For extensive outreach campaigns, such as post-webinar follow-ups, PhantomBuster can automate LinkedIn connection requests at scale. This automation saves time and allows the team to focus on engaging with leads.

How to do it: Export contacts from HubSpot to a Google Sheet, sync with PhantomBuster, and schedule automatic LinkedIn requests.

Tools like HubLead or Surfe facilitate adding LinkedIn prospects to HubSpot and monitoring LinkedIn activity within the CRM. These tools aid in tracking LinkedIn’s impact on the pipeline and refining outreach strategies based on performance.

How it works: HubLead and Surfe assist reps in adding LinkedIn contacts to HubSpot, monitoring messages, and viewing connection requests conveniently.

Wrapping up

Integrating LinkedIn with HubSpot simplifies lead management and accelerates relationship building for your team. By consolidating workflows, automating data entry, and streamlining repetitive tasks, your team can focus on high-impact activities that drive results and nurture your pipeline.

With LinkedIn and HubSpot collaboration, you establish a more efficient system that optimizes your team’s time for meaningful connections and pursuing larger opportunities.

Dig deeper: CRM and marketing automation: The challenges and benefits of integration