Add Leads to HubSpot Sequences from LinkedIn

This one is for HubSpot users and dreamers.

Have you ever had one of those dreams where it feels like you’re running but you’re getting nowhere? And no matter how hard you try, you just can’t seem to move forward, like you’re stuck in place while everything around you speeds by? It’s frustrating, right?

Sales can (unfortunately) sometimes feel the same way. You’ve got all your processes set up, you spent weeks A/B testing and perfecting your outbound sequences, and you’re ready to start running. But the admin tasks that you seem to be repeating every Monday are holding you back. It feels impossible to ever make a stride because, no matter how hard you try, there’s still a pile of manual work you can’t avoid…

This endless cycle of manual work is about to change. Surfe now lets you add LinkedIn contacts directly into your HubSpot Sequences with a single click—right from their LinkedIn profiles. No more toggling between platforms, no more tedious importing. It’s the LinkedIn HubSpot integration that keeps giving – you can now instantly plug your leads into your sequences the moment you identify them.

Need to skip ahead? In this article, we’ll cover:

• How HubSpot Sequences Can Supercharge Your Sales Strategy
• Converting More Leads with Multi-touch, Multi-channel Sales 
• How to Set Up Surfe’s LinkedIn-to-HubSpot Sequences Integration

HubSpot Sequences Take Your Outreach to the Next Level

What Are HubSpot Sequences?

HubSpot has a feature called sequences that allows you to create and send sequences of emails that are timed and personalized. You can think of sequences as a series of steps – a collection of emails or tasks that are timed exactly as you want.

• Automated: When you add a contact to a sequence, the email flow begins. They’ll receive the first email in your sequence and proceed through all the steps automatically without you having to lift a finger.
• Personalized: Emails within a sequence can be personalized – dynamically insert any contact or company data that is in your CRM.
• Timed and Targeted: You decide when and how frequently each email is sent, ensuring that your outreach doesn’t feel too aggressive or too infrequent.

Why It Matters for You and Your Team: Sales is all about building relationships and that requires consistent and timely communication. Without automation, it’s incredibly easy to lose track of follow-up emails or accidentally let a hot lead go cold. HubSpot Sequences solves this problem by automatically managing your outreach while allowing for a high level of personalization, leading to better engagement rates and more closed deals.

The Importance of Sequences in Multi-Touch, Multi-Channel Sales

By weaving HubSpot Sequences into a multi-touch, multi-channel sales strategy, sales teams can ensure that their outreach is hitting the mark – it’s how you ensure the right message is going to the right contact at the right time.

Research shows that it takes an average of eight touches to convert a lead. These touches might come from emails, LinkedIn messages, phone calls, or a combination of all three. Sequences help you keep on top of them all, sending emails automatically and setting reminders for when each lead needs calling or nurturing in some way.

How to Set Up Surfe’s LinkedIn-to-HubSpot Sequences Integration

Now that you understand why HubSpot Sequences are so valuable, let’s explore how Surfe’s new integration makes it easier than ever to use them.

Accessing the Feature

If you have a HubSpot Pro account this feature is available by default with any Surfe plan.

Connect your HubSpot account to Surfe and head to LinkedIn. Open the Surfe side-bar (you can select it from the right-hand side of your window) and click ‘Profile’. Scroll down until you see the option to toggle HubSpot sequences like in the image below. Flip the switch and you’re good to go!

A Step-by Step Guide to Using the LinkedIn-to-HubSpot Sequences Feature

Once you’ve set up the integration, using it is a breeze. Let’s walk through how to add a LinkedIn contact to a HubSpot sequence and why this feature can make a huge difference in your workflow.

Step 1: Adding LinkedIn Profiles to Sequences

First, visit the LinkedIn profile of the prospect you wish to add to a HubSpot sequence. In the info section, you’ll see the new “Add” button with the HubSpot logo. Simply click this button to add the LinkedIn profile to your CRM and automatically link them with HubSpot.

Step 2: Assigning a Contact to a Sequence

Once the contact is added to your CRM, a new bar will appear above the LinkedIn info section. This bar will let you assign the contact to a specific HubSpot sequence. Clicking “Choose a sequence” will open a pop-up menu displaying all available sequences, allowing you to select the one that best fits your outreach strategy.

When Would I Use Surfe’s LinkedIn-HubSpot Sequences Integration?

The flexibility of this integration opens up numerous possibilities for different types of users and outreach strategies.

You can, of course, set up sequences for any scenario.

Here are two scenarios where Surfe’s LinkedIn-HubSpot Sequences feature might just be the difference between a dead end and a sale.

Scenario 1: Nurturing New LinkedIn Connections

Imagine you’ve just made a new connection on LinkedIn. Rather than manually adding them to your CRM and creating a follow-up email sequence, you can use Surfe’s integration to add them directly to a HubSpot sequence. Within minutes, your new connection will start receiving personalized, automated follow-up emails, helping you build rapport and move them further down your sales funnel.

Scenario 2: Following Up with Event Attendees

After attending an industry event, you likely have a list of potential leads you want to nurture. With Surfe, you can quickly connect with these leads on LinkedIn and add them to a HubSpot sequence, ensuring they receive a series of follow-up emails that remind them of your conversation and prompt them to take the next step.

The Benefits of an Integrated Automation Strategy

1. Streamlined Workflow

The integration removes the need to manually switch between LinkedIn and HubSpot, saving time and reducing friction. You can seamlessly add contacts from LinkedIn to HubSpot sequences with just a click, keeping your focus on selling rather than on tedious administrative tasks.

2. Better Follow-Up

Automating the follow-up process means that no lead is left behind. Whether it’s a new LinkedIn connection or an event attendee, they’ll receive the right communication at the right time, helping you build stronger relationships without the risk of forgetting to send an email.

3. Multi-Channel Outreach in One Place

The integration allows you to manage your outreach across LinkedIn and email in one place, optimizing engagement and making it easier to track interactions across multiple platforms.

4. Compatibility

All Surfe users, as long as you have HubSpot’s Professional Plan or above can use the integration. Whether you’re on Surfe’s free plan or a premium one, you can use this integration to streamline your workflow and make more sales.

Let’s Wrap It Up!

With Surfe’s new integration with HubSpot Sequences, you can dramatically improve the efficiency of your sales outreach. Add LinkedIn leads directly into HubSpot Sequences in just one click thanks to Surfe, so your multi-channel, multi-touch strategy stays on track while saving you hours of admin time. 

Incorporating this integration into your daily sales operations is simple, but its impact can be unbelievable. Whether you’re a sales rep, marketer, recruiter, or RevOps professional, this tool makes managing outreach across multiple channels effortless. When you use Surfe and HubSpot Sequences together, you’ll not only improve your follow-up processes but also nurture relationships more effectively by engaging prospects where they are. And ultimately close more deals.

Frequently Asked Questions (FAQs)

Can I Use This Feature in Sales Navigator?

No, this feature currently only works from standard LinkedIn profiles, not Sales Navigator. However, you can still export lists from Sales Navigator to Surfe and manually import them into HubSpot Sequences.

I Added a Contact to the Wrong Sequence. Can I Change It?

Unfortunately, you can’t change the sequence from within Surfe once a contact has been added. You’ll need to go into HubSpot directly to make adjustments to the assigned sequence.