Add and Execute LinkedIn Tasks in a Sequence

Overview

Sequences are outreach campaigns that sales teams use to reach out to contacts over a planned period of time, with sequential touchpoints like phone calls, emails, social media engagement, and other tasks. On Apollo, you can customize each step in a sequence to engage your target contacts and help your sales teams speed prospects through your pipeline.

Each sequence step can include individual emails or activities that you want your team to complete to successfully engage. This article covers a specific type of step you can add to your sequences: LinkedIn tasks. These tasks can be used to queue and execute activities on LinkedIn such as sending a connection request or a message to a prospect.

The following sections detail the LinkedIn tasks available in Apollo and how to execute them.

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Before You Start: Apollo Extension and LinkedIn Account

To add and execute LinkedIn tasks as part of a sequence in Apollo, you first need to ensure:

• You are logged into a LinkedIn account. If you don't already have a LinkedIn account, create a new one.
• You've installed the Apollo Chrome extension. The extension is necessary to execute your LinkedIn tasks.

Once you confirm access to your LinkedIn account and the Apollo extension, you're ready to proceed.

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Create LinkedIn Tasks

There are 4 types of LinkedIn tasks that you can add as steps to your sequences:

• Send connection request: Connection requests enable you to direct message a contact later in your sequence, and are often necessary to view and interact with their posts. When executed, this task sends a connection request to a contact and, if it's delivered, marks the task as completed. Although you can send connection requests with or without a message, pairing a cold connection request with a personalized message is more likely to be accepted than when you send one without a message.
• Send message: When completed, this task sends a direct message to a contact and, if it's delivered, marks the task as complete. This should be the last step in developing a relationship with a contact through LinkedIn. You should only message them directly once you've warmed up LinkedIn interactions with other touchpoints in your sequence, like sending an email and interacting with their posts. Try to keep your message personalized and focus on building a meaningful relationship over going straight in for a sale. Otherwise, it may feel like spam.
• View profile: View a contact's LinkedIn profile to gain specific information such as their posting and commenting activity, their education and job history, and their current company details and colleagues. When completed, this step takes you to the contact's LinkedIn profile and marks the task as completed. Use the Apollo Chrome extension to research and take action on a prospect directly from their LinkedIn profile page.
• Interact with post: Interact with a contact's posts on LinkedIn. When completed, this step takes you to the activity section of a contact's LinkedIn profile and marks the task as completed. On LinkedIn, you can manually interact with the contact's posts. Just remember to avoid generic comments. Instead, opt for thoughtful comments that add value and showcase publicly who you are and what you have to offer.

When you send connection requests or messages on LinkedIn, you can create a template and then personalize your outreach with snippets, dynamic variables, and AI variables.

Now that you understand the types of LinkedIn tasks, start adding them to your sequences in Apollo.

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Add LinkedIn Tasks to Sequences

To add LinkedIn tasks to your sequence:

1. Launch Apollo and click Sequences.
2. Create a new sequence or open active sequence. Then, add a step to the sequence.

3. Choose a LinkedIn task to add to your sequence.

4. Continue to edit your sequence, then activate it.

You've now added a LinkedIn task as a step in a sequence. Next, you need to execute the task.

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Execute LinkedIn Tasks

There are 2 ways to access your LinkedIn Tasks to execute them: directly from the extension while visiting LinkedIn, and from Apollo.

From LinkedIn

To execute tasks directly from the Apollo extension:

1. Go to LinkedIn and click the Apollo Chrome extension to open it.
2. Click ☰ at the top-left of the extension.
3. Click Tasks.
4. Check the box next to each task that you want to execute, or click Select all to execute every LinkedIn task in your queue. To review the details of a task, click > to the right of the prospect's name within the task tile.
5. Click Execute tasks.

Apollo starts executing all the selected tasks. A pop-up appears to confirm the status of the LinkedIn tasks that you queued.

Apollo

To execute tasks from Apollo:

1. Launch Apollo and click Tasks.
2. (Recommended) Click the LinkedIn Tasks tab to view only tasks related to LinkedIn.

3. To execute an individual task, click the Execute Task button.

4. (Optional) Click a task to review and edit it before executing. When you're ready, click Execute task to move forward.

5. To execute tasks in bulk, check the box for each task that you want to complete, then click Execute.

Apollo opens a new tab in your browser for LinkedIn and starts executing all the selected tasks. A pop-up appears to confirm the status of the LinkedIn tasks that you queued.

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Troubleshoot LinkedIn Task Errors

If Apollo encounters a problem executing a LinkedIn task for a specific contact, you see an error icon next to the contact's name.

Encountered an issue while executing LinkedIn tasks in the Apollo extension? Check out the following error glossary for troubleshooting guidance.

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