Hubspot: Triggering a social selling sequence when leads are added to your CRM using Zapier

What’s up, guys. I hope you enjoyed my last article on how to scrape LI groups.

I really enjoyed putting the last hack together and got a ton of great feedback, so I’ve decided to put double down and put another article together. This isn’t a growth hack, so let’s just call it a workflow hack.

I like coming up with social selling growth hacks, experimenting with different sales enablement and marketing tools, etc… but this week, I want to show you some quick workflow hacks to make your life easier.

That said, we’re going integrate Orca with Hubspot through Zapier. I know… It’s not the most ideal solution, but this is the best we’ve got until we finish up our direct integrations with Salesforce and Hubspot.

In this post, I’m going to show you how you can a trigger a social selling sequence on Linkedin in Orca whenever a lead is added to Hubspot CRM.

Let’s level up your Hubspot game by giving you the power to sequence Linkedin engagements in parallel, before, or after your email sequences.

Here’s are the tools we’ll be using in this workflow hack:

First things first…

I will assume you already have a Hubspot account. If not, it’s free, so make one! If you’re using another CRM, as long as it’s integrated with Zapier, you’ll be able to follow along.

If this is your first time using a CRM, check out this article to help you get started using Hubspot.

Next, let’s make sure you have at least one Linkedin URL in Hubspot, so we can test the Zap.

Open up Hubspot and go to Contacts.

Create a contact. I’m going to use Dan and myself as test contacts.

When you create a new contact on Hubspot, you can enter basic information like name, email address, company, etc.

You can also input other data, like Linkedin URL (you’ll need to do this if you want to trigger sequences in Linkedin).

Click on View all Properties. Find Social media information, you’ll see a space for your lead’s LinkedIn bio. Copy and paste the Linkedin url and save.

Awesome, test contacts are set in Hubspot. You’re ready for the next step.

Connect Orca with Zapier

To connect Orca with Zapier, open your dashboard and head on over to Preferences. Under Integrations, you see the Zapier integration.

Click on View integration on Zapier. A new window will open, login to accept the invite. If you don’t have a Zapier account, you’ll be prompted to create one.

Login to accept the invite. Get ready to create your first Zap with Orca.

Let’s head back to Orca and create a Zapier campaign.

Setup your sequence, publish and head back to Zapier.

Create this Zap and select Hubspot from the list.

On the next step, pick trigger. There are several different triggers, for this hack we’ll be using New contact trigger, which can trigger a sequence everytime a new contact is created in Hubspot.

IMPORTANT: Make sure when you create a contact, to always include Linkedin URL.

Next connect your Hubspot account by entering your login credentials. Test. Save and continue.

Test this step by Pulling in the samples (test contacts we created earlier).

On the next screen, you’ll see a list of your contacts, choose a contact you want to test for this setup.

When you’re ready, move on to the next step to connect Orca with Hubspot.

Choose Orca from the app list.

Then select Add Lead to Orca by Linkedin Profile URL. Save + Continue.

Select the account and campaign you’d like to push leads into.

Note: If you haven’t created a Zapier campaign in Orca, do so now. Otherwise, you won’t see anything in the drop-down menu.

Next, tell Orca where can find Linkedin URLs. In Hubspot, that would be LinkedIn bio space.

Set the CRM Record ID to contact email. Press Continue.

On the next screen, test the Zap by clicking on Send Test to Orca. If the test was successful you will see your sample lead in pending verification status in the campaign details.

On the next screen, test the Zap by clicking on Send Test to Orca. If the test was successful you will see your sample lead in pending verification status in the campaign details.

(this wasnt here few seconds ago :D)

Turn on the Zap!

(and its on!)

Once your Zap is live, you can start adding more contacts to Hubspot. Just make sure you enter their Linkedin URL to Linkedin bio section.

Now whenever new leads are added into your CRM, it will automatically push leads to a social sequence in Orca.

By default, leads will be in pending verification status until Orca verifies that the Linkedin profile URLs is formatted properly. Once leads are approved, they’ll be passed into the social selling sequence.

Whooo! There you have it…Connecting triggering a social sequence in Orca through Hubspot.

What are you waiting for? Go! Start building relationships with your leads on Linkedin. Extend your influence… build up your network of potential buyers and followers.

Hope you liked it! 🙂

‍Source https://useorca.com/blog/blog/hubspot-triggering-a-social-selling-sequence-when-leads-are-added-to-your-crm-using-zapier

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