Let's imagine I want to invite a profile via LinkedIn, get his / her email address, then send an email proposal with Microsoft PowerPoint presentation and Excel spreadsheet with some data, and in a day send a LinkedIn message asking whether the email was received and read. Such workflow is useful for marketers who want to use full Linked Helper potential.
There are two ways of doing so:
- via integration with Snov.io which is presented in the 'Invite and follow-up via LinkedIn and Email' campaign template;
- via integration through Zapier / Make.com / etc.
We will use the second option and here is what you need to do:
- Add Gmail integration via Zapier Webhooks and Send person to webhook action like it is shown in this article: How to send profiles to Google Sheets or any other CRM / web app via Zapier Webhook
- Create a campaign for several actions (you can find the screenshot example at the end of the article):
- Invite 2nd and 3rd level contacts - invites your 2nd and 3rd connections to your network;
- Filter contacts out of my network (keep 1st level only) - filters only those who accepted the invite;
- Visit and extract profiles - visits 1st-degree profiles to get their email addresses;
- Send person to webhook - sends extracted profiles data via Zapier to the GMail, the latter then sends the emails itself;
- Delay between actions - pauses profiles for a couple of days to give your leads some time to check their emails;
- Message to 1st connections - sends a message asking whether the email was received and reviewed.
- Check for replies - checks whether someone has answered anything to your previous message.
- Collect profiles and start the campaign - How to add profiles into campaign?
Here is how to integrate Linked Helper with Gmail via Zapier:
- Add Gmail integration via Zapier Webhooks and Send person to webhook action like it is shown in this article: How to send profiles to Google Sheets or any other CRM / web app via Zapier Webhook
- Add program which will be triggered (Gmail in our case):
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Choose action which must be performed and click Continue:
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Sign in to your Gmail account and click Continue
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Fill in the needed fields (you can use Linked Helper variables in letter body) and click Continue:
- click Retest & Continue and then Done Editing:
Here is how my campaign looks like in the Linked Helper workflow:
Thank you very much for your attention. We hope that these tips helped you! Here are some more useful articles from our blog:
- How to make more connections on LinkedIn & manage them with one automated CRM
- Best LinkedIn micro and macro corporate influencers: How to find them & examples
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