As you grow your business and your CRM contacts increase, keeping track of all of them becomes increasingly difficult.
In our previous blog we discussed how to integrate Dux-Soup with your sales CRM so that you don’t have to manually add leads.
If you are using Dux-Soup, you will likely be getting a lot of new connections and leads on a daily basis. To manage your interaction with all these people, we recommend adding them to a sales CRM so that you can keep track of everything clearly.
Dux-Soup Turbo already integrates to HubSpot via Zapier. This means you don’t have to manually add your LinkedIn leads to your CRM anymore.
However, there are times when you still have to add someone manually to your CRM system (e.g. referral, business card, etc.).
In this article we’re going to talk about how you can connect with the manually added contacts in your CRM - with Dux-Soup Turbo and Zapier.
By setting this up, your CRM and LinkedIn connections relationship becomes joined up and your lead generation process more organised.
Here’s what you need to know:
1. Creating a contact on HubSpot
For this to work, first you need to create a new sample contact on HubSpot. To do this, simply go to the contacts section and press ‘Create contact’.
When creating a contact, fill in the contact information: First, Last Name, Job title, and be sure to also add their LinkedIn URL in the LinkedIn tab. We will be using this URL in Zapier later to connect to their profile.
Once done, all you have to do next is set up a Zap that will automatically connect with any future leads you’ll create on HubSpot.
2. Setting up a trigger
Once you open Zapier, the first thing you’ll need to do is select a Trigger App, which in this case, is HubSpot CRM.
Next step is to select a trigger for the CRM, In this case, we need ‘New Contact’, which will happen every time a contact is created in HubSpot.
Then, simply connect your appropriate HubSpot CRM Account with Zapier and check if it works before continuing.
To make sure everything works so far, pick a sample to set up your Zap.
If you followed the above steps successfully and everything is working, you can then move onto the next step and add an Action
3. Setting up an Action Step
First, choose Dux-Soup Remote Control:
Then, choose Connect Profile, so as to connect with your newly added CRM contacts.
Now, select your Dux-Soup account and make sure the test is successful.
Now that Dux-Soup is connected with your HubSpot account, you need to let Zapier know what to look for from your HubSpot contacts (in this case, we want LinkedIn URL). Select the profile URL to connect in the dropdown box below.
Below that, type the message template you want to use when connecting with your contacts on LinkedIn. It might look something like this.
Feel free to adjust your template based on the occasion.
Tip: you can also use Dux-Soup’s Markers to personalise your connection requests.
Finally, if you’ve been following the steps correctly, the final test should be successful as well.
Now, all that’s left to do is turn on your Zap so that any future contacts you add on HubSpot will receive an automated connection request from you on LinkedIn as well.
By doing this, you’ll be able to skip any LinkedIn profiles you don’t want to message twice and have a more organised CRM-to-LinkedIn connections relationship as well.
If you’re adding leads manually to your CRM and want to show them that you care, connecting with them on LinkedIn is one simple step you can take to stay memorable.
With Dux-Soup Turbo and Zapier, you can fully automate this process and continue to focus on prospecting, while Dux-Soup connects you with them in the background.
If something was unclear or you have any questions, let us know at info@dux-soup.com or our Facebook group Dux-Soup User Group, and we’ll be more than glad to help you out!
