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How To Use Octopus CRM LinkedIn Automation Tool

How to use Octopus CRM LinkedIn Automation Tool? Before answering this question, let’s understand what we mean by Octopus CRM. This simple yet powerful tool automates your work and has a multitude of functionalities. It will communicate with connections at various levels using custom requests (2nd and 3rd).

Additionally, the tool will be able to cover a huge number of first-level contacts simultaneously. Additionally, the platform can automatically endorse up to 7 skills in succession after visiting hundreds of profiles. 

Octopus CRM is the most prominent tool to connect with many members of your target audience, send out a series of messages following the acceptance of connection requests, recommend a few talents to warm up these prospects, and then turn them into customers.

You can create your own LinkedIn B2B lead generation funnel with the application. With Octopus CRM, you can easily combine, delete, and add features while keeping all of your prospects on your personalized dashboard.

However, before understanding how Octopus CRM works, we first need to understand what LinkedIn automation tools are.

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What Are LinkedIn Automation Tools?

LinkedIn automation tools are programs that save you from manually searching LinkedIn for connections based on particular criteria, making connection requests, following up with leads, or performing any other action.

Regardless of how many prospects are on your list, LinkedIn automation solutions may help you customize your outreach so that every single one receives human-like communications but with more efficiency. You can automate your outreach and prospect on LinkedIn using a LinkedIn automation solution. A LinkedIn automation tool allows you to:

Prospect cold leads and immediately integrate their contact details into your CRM, CSV, or Google Sheets. With just one click, you can view prospect profiles and send them InMails or messages from your CRM or sales interaction platform.

You can accomplish those as mentioned above using special automation tools: 

  • Data on prospects is gathered through LinkedIn prospecting tools.
  • LinkedIn automation solutions can easily handle your connection automation.
  • Tools for multichannel outreach provide some automation. This will enable you to reach out via phone, email, and LinkedIn, as well as do so in a much more secure and tailored manner. 

One of the best LinkedIn automation software is Octopus CRM, and it is crucial to understand how to utilize this software for automation. 

How To Use Octopus CRM LinkedIn Automation Tool?

Let’s take a look at how LinkedIn automation software can automate your mundane LinkedIn activities:

Octopus CRM’s autopilot for LinkedIn Chrome handles all of your prospecting chores with just a few clicks. Now that you know the processes you may automate on LinkedIn let’s examine how you can do so with Octopus CRM.

Automate Endorsements

The selected action will now be “Endorse” when transferring to CRM. You will be required to enter the number of abilities you want to endorse per profile and the number of contacts you want to handle in the CRM. Enter them and then select “Launch.”

Automate LinkedIn Connections

With Octopus CRM, you can automatically connect to LinkedIn. It can send mass connection requests to the people you want to connect with. How to use this functionality is as follows:

  • Locate your prospects by using the filters and search bar on LinkedIn.
  • When the page lists your search results, use the Octopus chrome extension to transfer the profiles of your preferred connections to the CRM. Fill out the form provided at the bottom of the page with your needs to accomplish the transfer. These contain the number of profiles you want to transfer, your action (Connect), the campaign, and the URL.
  • On the bottom left of the form, click the CRM button. When you click on it, the CRM will open, allowing you to add a note or message sent with the connection request.
  • Select how many profiles you want to connect, click “Launch,” and the CRM will submit your connection requests on your behalf.

Automate Profile Views

During the process of adding the profiles to the CRM, select “View” as your action. When you arrive at the CRM, enter how many contacts’ profiles you want to examine, then click “Launch.” The tool automatically creates material for your LinkedIn profile, will handle the rest, and will show you the results.

Automate LinkedIn Messaging

You can automate message distribution and subsequent follow-ups to your new connections with Octopus CRM. The steps are as follows:

  • Utilize the “My Network” or search box on LinkedIn to find the connections you want to communicate.
  • By using the same procedure as for connections, transfer these profiles to the CRM. You have the choice to modify your specifications.
  • Fill out the message template in the CRM. The “First Name,” “Last Name,” “Position,” and “Company” buttons that are located above the message box allow you to customize the message.
  • Choose how many contacts you want to mail, then click “Launch” to send the message.

The first and second stages for automating LinkedIn messages also apply to profile views and endorsements.

Why Use Octopus CRM LinkedIn Automation Tool?

The greatest LinkedIn automation solution for your outreach plan is Octopus CRM. Prospecting is made easier by this tool, providing you with more time to concentrate on expanding your business.

This LinkedIn autopilot is the perfect solution if you’re seeking a means to export connections from LinkedIn, scrape emails off the page, send automatic connection requests and follow-ups, and automate your funnel.

It accomplishes this by fully automating the procedure. Sending out personalized connection requests to second and third-degree connections while scanning hundreds of profiles is what Octopus CRM does. Along with many other things, it can also auto-view profiles and the qualifications of your connections.

With the help of this LinkedIn automation platform, you can easily modify your lead-generating funnel while maintaining all control over your LinkedIn account.

In contrast to many other applications, you can create a customized funnel and define activity limits. Send a connection request, get it accepted, endorse your talents, and follow up again if you don’t hear back. You can use this tool to meet your company’s needs.

You can use the software to export your first relationships on LinkedIn, scrape emails for LinkedIn addresses, and perform a number of other activities required to manage prospects.

You may also use A/B testing on your campaigns to determine which one performs better. Additionally, you may look at the effectiveness of your campaigns to check things like your acceptance rate and response rate.

What You Can Do With LinkedIn Automation Tools?

After gaining some knowledge about any LinkedIn bot, one question that arises in every individual’s mind is: Why do we even require these tools in the first place? All they do is send 100 connection requests per week. 

If you have the same question, trust us, these tools have much more to offer.

Many tools have been created to make managing your account manually less difficult. If you utilize these tools properly, they will also assist you in getting the most out of LinkedIn. Here are some examples of how this softwares can help you.

Proper Utilization Of Resources

The wastage of resources like time and money is limited by LinkedIn automation software. The key benefit of these platforms is that you will save a lot of time that you would have otherwise spent searching for the best leads. These automation solutions can assist you in avoiding performing the following tasks manually:

  • Taking profiles out
  • Inviting people to join the group

You will have plenty of time to perform other crucial tasks like closing sales and cultivating strong bonds with future consumers.

Makes Lead Processing Simple

With the aid of LinkedIn automation software, you can easily determine which campaign generated the most leads. They also inform you of the campaign filters you used, such as:

  • Geographical location
  • Size of an organization

You do not need to seek the campaign information because the tools store it manually.

Personalization Options

LinkedIn automation tools assist in customizing your choices so that your audience receives messages with relevant offers. Before launching a dual-purpose automation tool, you must first decide on your marketing campaign’s goals and target market.

Then, it must send invitation requests to potential clients first and then requests to follow up with leads a few days after the invitations have been sent. As a result, you will receive leads from people who are interested in your goods and services, and you can get in touch with them.

Wrapping it up!

We hope “How to Use Octopus CRM LinkedIn Automation Tool” was not the only question answered through this article. The most effective LinkedIn lead generation approach is outreach. The main purpose of social media, including LinkedIn, is to connect people.

However, it’s a good idea to have an automation program that can assist if you want to avoid spending absurd amounts of time prospecting. Octopus CRM is a fantastic option in every lead generation funnel stage. It can help you reach your goals and offers many more advantages. 

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