Action Steps
Action steps perform a LinkedIn action for each lead in the sequence.
| Step Type | What It Does | Requirement |
|---|---|---|
| Visit Profile | Views the lead's LinkedIn profile, creating a notification that you visited. | None |
| Follow Lead | Follows the lead's LinkedIn profile. | None |
| Send Connection Request | Sends a connection request, optionally with a personalised note (max 300 characters). | Not already connected |
| Send Message | Sends a direct LinkedIn message. Supports personalisation variables. | Must be 1st-degree connection |
| Send InMail | Sends a LinkedIn InMail to leads you're not connected to. | LinkedIn Premium account required |
| Message Open Profile | Sends a free message to Open Profiles (profiles with open messaging). | Lead must be an Open Profile |
| Like Last Post | Likes the lead's most recent LinkedIn post. | Lead must have a recent post |
| Comment Last Post | Comments on the lead's most recent LinkedIn post. | Lead must have a recent post |
| Add Tag | Adds an internal tag to the lead record (not visible to the lead). | None |
| Wait | Pauses the sequence for a specified number of days before the next step. | None |
Condition Steps
Condition steps branch the sequence based on lead data, creating a Yes/No fork.
| Condition | Yes Branch | No Branch |
|---|---|---|
| Has LinkedIn URL | Lead has a LinkedIn URL on record | Lead is missing a URL |
| Is 1st-Level Connection | Already connected on LinkedIn | Not yet connected |
| Opened LinkedIn Message | Lead opened a previous message | Message not opened |
| Is Open Profile | Profile has open messaging enabled | Profile does not |
| Check Data in Column | A custom lead field matches a value you specify | Field does not match |
Personalisation Variables
In message and connection note content, use these placeholders — replaced with each lead's data at send time:
{{firstName}}— Lead's first name{{lastName}}— Lead's last name{{company}}— Lead's current company{{title}}— Lead's job title
ℹ️ If a lead's field is empty, the variable renders as a blank. Always proofread your messages with this in mind.
Recommended Starter Sequence
- Visit Profile
- Wait 1 day
- Send Connection Request (short personalised note)
- Wait 3 days
- Send Message (only runs if connection was accepted)
- Wait 5 days
- Send Message (follow-up, only if no reply to step 5)