When a scheduled LinkedIn Sales Navigator Rule or Sequence stage is triggered, an automated task will be created, and added to your Mixmax Tasks dashboard. Completing LinkedIn Sales Navigator Tasks When this rule triggers a new task will be created in Mixmax Tasks to send a connection request.įor more details on using and creating rules please see our Rules article. In this example, we'll create a LinkedIn Sales Navigator connection request when Number of times opened is equal to 3.Ĭhoose an action: Select LinkedIn Sales Navigator - Connection request. In this example, we'll use When my email is opened.Ĭhoose a filter (optional): You can filter for specific sequences, attachments read, recipients replied, etc. For our example, we're selecting Email as our trigger.
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In the example below we will be setting up a rule to send a LinkedIn Sales Navigator connection request when an email is opened 3 times.Ĭhoose a trigger: Click an action under Mixmax such as Email, Sequence, or Meeting or select 3rd party service, such as DocuSign, or Salesforce. Click the New Rule button to create new rule. To set up a LinkedIn Sales Navigator rule, go to the Rules section of the Mixmax dashboard. Using Rules to create Tasks requires the Mixmax Enterprise plan. With Mixmax's LinkedIn Sales Navigator integration, you can create a Rule to automatically create an InMail task, or a Connection Request task. Continue reading below for more information on completing LinkedIn Sales Navigator tasks in Mixmax. The Mixmax task will give you the option to copy your optional message into the InMail message body, edit it to your liking, and send. When this stage is triggered by your sequence a new Mixmax Task will be created for you to send a InMail to your desired recipient.
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The Mixmax task will give you the option to copy your optional message into the connection request, edit it to your liking, and send it. When this stage is triggered within your sequence, a new Mixmax Task will be created for you to send a connection request to the recipient. After enabling the LinkedIn Sales Navigator integration the following options will be added as stage actions: LinkedIn Sales Navigator: Connection Request Using Mixmax Tasks within a sequence requires the Mixmax Enterprise plan. Schedule InMail or connection request tasks to follow-up based on engagement or time as steps within a Sequence. You will then be given the option to edit the text of the connection request and send the invite. To send a connection request from the sidebar, hover your mouse over the "." menu drawer, and select Connect. When you're done composing just click the send button. From here you can add a subject and body to your InMail message, including adding a signature. Just click the " in" button to open an InMail compose window. With Mixmax and LinkedIn Sales Navigator, you can send InMail messages directly from Gmail using the Mixmax LinkedIn Sales Navigator sidebar. Here you can view your recipient's profile information, send a connection request, or send a personalized InMail message. LinkedIn Sales Navigator insights are located on the People tab of the Mixmax sidebar. LinkedIn Sales Navigator Insights from the Mixmax Sidebar
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To connect LinkedIn Sales Navigator to Mixmax, simply click on the LinkedIn “in” icon from the Mixmax sidebar in Gmail, and sign in with your Sales Navigator Team or Enterprise account.
#LINKEDIN MIXMAX FREE#
#LINKEDIN MIXMAX LICENSE#
LinkedIn Sales Navigator Team or Enterprise license.Considering upgrading? Visit our pricing page. Otherwise, the LinkedIn integration is available in the Mixmax Sidebar on our Growth plan. You will need to be on our Enterprise plan to utilize LinkedIn Tasks in Sequences and Rules.Mixmax Growth or Enterprise subscription.Completing LinkedIn Sales Navigator Tasks.LinkedIn Sales Navigator: Connection Request.Send a Connection Request through the Sidebar.