HubSpot Integration - Features

The ConnectSafely HubSpot integration provides powerful workflow automation features to automate LinkedIn engagement directly from HubSpot workflows.

Core Features

1. Workflow Actions

Automate LinkedIn engagement directly from HubSpot workflows. Send connection requests, follow users, send messages, or InMail to prospects—all triggered automatically when contacts move through your sales pipeline.

How It Works:

• Add ConnectSafely actions to your HubSpot workflows
• Actions execute automatically when workflow conditions are met
• Trigger LinkedIn engagement based on contact lifecycle stages

2. LinkedIn Action Types

Choose from four powerful LinkedIn automation actions:

Send Direct Message

• Send direct messages to LinkedIn connections
• Up to 2,000 characters per message
• Personalize messages using HubSpot contact properties

Send InMail Message

• Send InMail messages to prospects you're not connected with
• Up to 2,000 characters per message
• Custom subject line (up to 200 characters)
• Perfect for outreach to new prospects

Follow User

• Automatically follow LinkedIn profiles
• Build your network passively

Connect Request

• Send LinkedIn connection requests automatically
• Up to 300 characters in connection note
• Personalize requests with HubSpot data

3. Account Management

Connect multiple LinkedIn accounts to HubSpot for team-wide automation.

Features:

• Select which ConnectSafely account executes each action
• Support for multiple team members' LinkedIn accounts
• Centralized management in HubSpot

4. Dynamic Field Population

Use HubSpot contact properties to dynamically populate LinkedIn actions.

Available Properties:

• Contact first name (firstname)
• Contact last name (lastname)
• LinkedIn profile URL (linkedinbio)
• Contact ID (hs_object_id)
• Any custom HubSpot properties

Use Cases:

• Automatically pull LinkedIn URLs from contact records
• Personalize messages with contact names
• Use deal information in message templates
• Reference custom fields in outreach messages

5. Message Customization

Create personalized LinkedIn messages using HubSpot data.

Message Body Options:

• Connection Requests: Up to 300 characters
• Direct Messages: Up to 2,000 characters
• InMail Messages: Up to 2,000 characters

Personalization Features:

• Use HubSpot contact properties in messages
• Reference deal information
• Include custom field values
• AI-generated personalized messages based on prospect data

InMail Subject Line:

• Custom subject for InMail messages
• Up to 200 characters
• Use HubSpot properties for dynamic subjects

Use Cases

Sales Teams

• Automated Outreach: Send connection requests when contacts enter specific pipeline stages
• Follow-up Automation: Automatically follow prospects after initial contact
• Message Sequences: Send personalized messages based on deal stage

Marketing Teams

• Lead Nurturing: Automate LinkedIn outreach for marketing-qualified leads
• Event Follow-up: Send connection requests after webinars or events
• Content Promotion: Follow prospects who engage with content
• Campaign Tracking: Monitor LinkedIn outreach effectiveness

Customer Success

• Relationship Building: Automatically follow key stakeholders
• Proactive Engagement: Send messages when account health changes
• Expansion Outreach: Connect with decision-makers in existing accounts

Best Practices

Workflow Setup

• Start with simple workflows and iterate
• Test workflows before enabling on all contacts
• Use dynamic properties for personalization

Message Best Practices

• Personalize messages using HubSpot contact data
• Keep connection requests concise (under 300 characters)
• Use InMail for prospects you're not connected with
• Test message templates before automation

Account Management

• Assign appropriate LinkedIn accounts to workflows
• Use team members' accounts for personal outreach
• Track which account performs each action
• Maintain account connection status

Privacy & Compliance

• Respect LinkedIn's terms of service
• Obtain proper consent for automated outreach
• Follow GDPR and privacy regulations
• Review automation regularly for compliance

Limitations

• Actions require a valid LinkedIn profile URL
• Message length limits apply (300 chars for connection requests, 2,000 for messages)
• InMail subject lines limited to 200 characters
• Actions execute based on workflow triggers (not real-time events)
• LinkedIn API rate limits may apply

Support

For questions about HubSpot integration features:

• Documentation: connectsafely.ai/docs
• Support Email: support@connectsafely.ai
• HubSpot Community: Check HubSpot's integration forums