Sales automation: From email opens in Smartlead to LinkedIn tasks in HubSpot скачать в хорошем качестве

Sales automation: From email opens in Smartlead to LinkedIn tasks in HubSpot

In this cold email workflow video, Harris Kenny discusses how to go from multiple email opens to engaging on LinkedIn. Learn how to automate your sales pipeline using HubSpot, Smartlead, Clay, and OutboundSync. 00:00 Introduction and Overview 01:02 Setting Up the Workflow in HubSpot 01:21 Filtering and Static Lists 02:14 Integrating with Clay and SmartLead 02:57 API Calls and Task Creation 05:32 Final Steps and Custom Properties 06:38 Conclusion and Next Steps Summary In this video, Harris Kenny demonstrates how to integrate multiple tools and data providers, including Smartlead, OutboundSync, Clay, and HubSpot, to automate the process of identifying and enriching sales leads. The workflow involves taking contacts with multiple email opens, retrieving their LinkedIn profiles, creating tasks, associating tasks, and enriching contacts in HubSpot. Harris details the process with instructions on utilizing API calls, setting filters, creating workflows, and handling custom properties. Our goal is to improve sales efficiency by automating follow-up actions based on contact engagement.