Getting Started Guide

This guide walks you through the process of setting up LinkedIn for Workflows inside your CRM.

By the end, you will have:

  • Installed the LinkedIn for Workflows snapshot

  • Connected your LinkedIn account to the app

  • Configured the chat

  • Configure custom values and workflows to start enriching leads and managing LinkedIn outreach directly within your CRM

Here is a spreadsheet with further explanation on the included assets and a setup checklist you can copy and work through. You can also see a full overview of the workflows and included assets in this board.

Snapshot Overview

LinkedIn For Workflows Snapshot V3 Overview Watch Video

STEP 1: Install App from the App Marketplace (If not done so already)

If you haven't done so already you need to install the app from the app marketplace. Install Link.

STEP 2: Install Provided Snapshot Into Agency Account

How to Install Snapshots Watch Video

STEP 3: Connect LinkedIn Account & Provider & Chat ID

How to Connect LinkedIn and Chat IDs Watch Video

STEP 4: Set Custom Values Fields

Configure Custom Values Watch Video

STEP 5: Activate Triggers in Workflows 1A: New LinkedIn Connection & 1B: New Message

Activate Workflow Triggers Watch Video

STEP 6: Set LinkedIn Enrich Trigger in Workflow 2B: Start (Profile Enrich Bulk)

Set Triggers For Profile Enrichment Workflows Watch Video

STEP 7: Set LinkedIn Outreach Trigger in Workflow 3A: Start (LinkedIn Outreach)

Set Triggers for LinkedIn Engagement Workflows Watch Video

STEP 8: Set InMail Account Type in Workflow 3G: LinkedIn Outreach (InMail)

Set InMail Account Type for InMail Outreach Workflow Watch Video

STEP 9: Set InMail Account Type Variable in Workflow 5A: Check InMail Credit Balance

Set InMail Account Type Variable for InMail Credit Balance Check Watch Video

STEP 10: Review AI Message Templates and Refine Prompts

Review AI Messaging and Message Templates Watch Video

In order to ensure your prompts are producing adequate responses you will need to conduct thorough testing with your prompts combined with different variable combinations. You can use a tool such as TuneMyPrompts to test different prompt variations and models. Here is a brief overview.

STEP 11: Test Thoroughly by Running Contacts Through the Entire System

Important Links

Need Help? Book a Customer Success Call

If you need assistance setting up or customizing LinkedIn for Workflows:

Book a Customer Success Call to:

  • Discuss your use case

  • Get expert configuration guidance

  • Accelerate your onboarding process