How to Automate LinkedIn Connections and Messages

Learn how to automate LinkedIn tasks.

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

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