How to Automate LinkedIn Connections and Messages

To automate LinkedIn outreach, you'll need to build a Playbook that has LinkedIn steps then enroll a contact into that Playbook.

Steps to Automate LinkedIn Outreach with Playbooks:

1. Navigate to the Playbooks tab here.

2. Create a new Playbook by clicking "Create Playbook"

3. Click "Add to Playbook"

4. Add a LinkedIn Step: Automated Connect or Automated Message

5. Set the Playbook live by clicking "Start Playbook"

6. Enroll a contact into the Playbook.

You can add Contacts to Playbooks in 2 ways:

1) Bulk Enrollment:

1. Select multiple Deals using the checkbox

2. Click the ‘Playbooks’ Button

3. Add to Playbook

4. Click Enroll next the Playbook you want

2) Manual Enrollment:

1. Open a Deal

2. Click the Playbook Icon next to a contact

3. Click Enroll next the Playbook you want