LinkedIn connection requests are a vital part of expanding your professional network, but tracking these efforts in HubSpot can be challenging without the right setup. With a few customizations and some workflow magic, you can create a dynamic report to monitor LinkedIn connection requests directly in HubSpot. Here’s a step-by-step guide to setting it up.
Step 1: Create a Custom Report Builder
First, navigate to the Reports section in your HubSpot account. Select the Custom Report Builder option to get started. This report will allow you to visualize and track the weekly number of LinkedIn connection requests sent.
Step 2: Set Contact as the Primary Source
In the custom report builder, set Contact as your primary data source. Since you’re tracking interactions with specific individuals, setting contact as the source ensures that the report captures data accurately.
Step 3: Select the Gauge Report Type
Now, select Gauge Report as the report format. The gauge report style is visually effective for showing progress toward specific targets or weekly tracking goals, making it an ideal choice for monitoring LinkedIn connection requests.
Step 4: Set Up a Custom Property for LinkedIn Connection Requests
To track LinkedIn connection requests, you’ll need a custom property. Here’s how to set it up:
1. Go to Settings > Properties in HubSpot.
2. Create a new property under the Contact category and name it “LinkedIn Connection Request Sent.”
3. Once the property is created, you can set up a workflow to update it each time a LinkedIn connection request is sent.
Follow this guide for a more detailed workflow setup: YouTube Guide to Updating Custom Properties.
Step 5: Set the Custom Property in the “Compare by” Field
In your report builder, go to the Compare by section and select the “LinkedIn Connection Request Sent” property. Adjust the settings to compare data weekly, so you can view trends and weekly progress on connection requests.
Step 6: Add “Record ID” in the Value Field
Finally, add the Record ID in the Value field. This step links the report back to individual contacts, allowing you to see the number of connection requests sent in a week and track which contacts were involved.
Final Thoughts
Creating this custom report in HubSpot provides an easy way to monitor LinkedIn connection requests and ensure that your outreach efforts are on track. By tracking weekly requests, you can align your LinkedIn networking goals with your broader marketing or sales efforts, keeping everything organized and measurable within HubSpot.
This setup can be a game-changer for sales and marketing teams that prioritize LinkedIn outreach as part of their lead generation strategy. So get started, and keep those connections growing!