LinkedIn Tasks using a non-Sales Navigator License

LinkedIn Tasks are a key step type that many teams integrate into their daily workflows. These activities may include steps like:

• Sending a connection request
• Viewing a profile
• Interacting with posted content (liking, commenting, or sharing)
• Sending a message through InMail

Outreach simplifies these tasks by introducing LinkedIn-specific tasks as sequence steps.

Note: Make sure you update the Salesforce plugin so LinkedIn tasks can sync to Salesforce.

Creating a LinkedIn Sequence Step

1. Create a new sequence or add a new step to an existing sequence
2. On the top right corner, click “Add Step”
3. Click on the “Step Type” dropdown menu. You’ll see now LinkedIn options, which we’ll go into further detail later in this article:
   
   
• LinkedIn: View a Profile - Creates a task to view a prospect’s LinkedIn profile
• LinkedIn: Interact with Post - Creates a task to interact with a prospect’s post
• LinkedIn: Send Message - Creates a task to send a message through LinkedIn. You can include a template to copy/paste into the LinkedIn message.
• LinkedIn: Send Connection Request - Creates a task to send a connection request to the prospect
• LinkedIn: Other - Task to do other LinkedIn work - Similar to a generic task,  let’s you specify another action in LinkedIn
4. You’ll notice that the sequence step is identified as a LinkedIn step
   
   

Completing LinkedIn Tasks

The LinkedIn task types will appear on the task list on the 360 page, and will also be sorted into the Sequence bucket of the global sidebar.

LinkedIn Task Types will react differently depending on the type of LinkedIn profile you have, a standard license vs. a LinkedIn Sales Navigator license.

Settings for disabling the LinkedIn Sales Navigator Experience

If you do not use a LinkedIn Sales Navigator license, you may need to adjust your global task queue to show the available LinkedIn options.

1. Click into the task flow view by selecting a task from the 360 view or task overview page.
2. Click on the three dots found on the top left hand side of the task execution view
3. Disable the toggle as needed. Get rid of the Sales Navigator tile by disabling the toggle.
   
   

LinkedIn: View a Profile

If the prospect has a LinkedIn URL included in their profile, you can click on the LinkedIn logo on the top of the global task queue to open the prospect’s LinkedIn profile in a new tab and send them a connection request. Once completed, you can mark the task as finished.

LinkedIn: Interact with a Post

If the prospect has a LinkedIn URL included in their profile, you can click on the LinkedIn button within the task to open the prospect’s LinkedIn profile in a new tab. You’ll be automatically directed to the individual’s recent posts, where you can quickly add a comment or like the post. Once completed, you can close LinkedIn and mark the task as finished in Outreach.

LinkedIn: Send a Message

If the sequence task included a template, variables will automatically fill out with the prospect’s information. You can click on the button next to the template text to copy the message that needs to be sent to the prospect. If the prospect has a LinkedIn URL included in their profile, you can click on the LinkedIn button within the task to open the prospect’s LinkedIn profile in a new tab. You’ll be automatically directed to the individual’s recent posts, where you can send them a message.

LinkedIn: Send a Connection Request

If the sequence task included a template, you can click on the button next to the template text to copy the message that needs to be sent to the prospect. Template variables will automatically populate. You can easily copy and paste the template to include in the connection message. If the prospect has a LinkedIn URL included in their profile, you can click on the LinkedIn button within the task to open the prospect’s LinkedIn profile in a new tab. You’ll be automatically directed to the individual’s recent posts, where you can send them a message.