beam-ai-team/linkedin-outbounding-automation

Skill: LinkedIn Outbounding Automation

Purpose: Fully automated LinkedIn outbound — from HubSpot company lists to personalized C-level outreach via HeyReach.

Load When:

• User says: "hubspot to heyreach", "linkedin outreach"
• User says: "outbound [company]", "prospect C-levels"
• User says: "run linkedin campaign from hubspot"
• User says: "roll out to [list name]"

---

Quick Reference

┌─────────────────────────────────────────────────────────────┐
│  HUBSPOT → APOLLO → HEYREACH PIPELINE                       │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│  HubSpot List  →  Apollo Search  →  HeyReach Campaign       │
│  (Companies)      (Find C-levels)   (LinkedIn Outreach)     │
│                                                             │
│  Mode A: Single company test                                │
│  Mode B: Full list rollout                                  │
│                                                             │
└─────────────────────────────────────────────────────────────┘

---

Prerequisites

| Tool | Required | Config Location | |------|----------|-----------------| | HubSpot | ✅ | HUBSPOT_ACCESS_TOKEN in .env | | Apollo | ✅ | APOLLO_API_KEY in .env | | HeyReach | ✅ | MCP Server configured |

---

Workflow

Step 1: Select HubSpot List

Find available lists:

python3 00-system/skills/hubspot/hubspot-master/scripts/query_list.py --show-lists

For DYNAMIC lists (not shown by default):

# Search all list types including DYNAMIC
POST https://api.hubapi.com/crm/v3/lists/search
{
    "listIds": [],
    "offset": 0,
    "query": "",
    "count": 500,
    "additionalProperties": ["hs_list_size"]
}

---

Step 2: Extract Companies from HubSpot

# Get list members
GET /crm/v3/lists/{list_id}/memberships?limit=120

# Get company details (batch)
POST /crm/v3/objects/companies/batch/read
{
    "inputs": [{"id": "company_id_1"}, {"id": "company_id_2"}],
    "properties": ["name", "domain", "industry", "linkedin_company_page"]
}

Output: List of companies with names and domains

---

Step 3: Find C-Levels via Apollo

API Endpoint: POST https://api.apollo.io/v1/people/search

Headers:

Content-Type: application/json
X-Api-Key: {APOLLO_API_KEY}

Request Body:

{
    "q_organization_name": "Bank Aljazira",
    "person_titles": ["CEO", "CFO", "CIO", "COO", "CMO", "CTO", "Chief", "Managing Director", "VP", "Head"],
    "page": 1,
    "per_page": 25
}

Response Fields:

• name - Full name
• title - Job title
• linkedin_url - LinkedIn profile URL ← Key for HeyReach
• email - Email address
• organization.name - Company name

---

Step 4: Add Leads to HeyReach

Option A: Add to existing campaign

Use: mcp_heyreach_add_leads_to_campaign_v2
Note: Campaign must NOT be in DRAFT status

Option B: Add to lead list (for DRAFT campaigns)

Use: mcp_heyreach_add_leads_to_list_v2

Lead Format:

{
    "firstName": "Naif",
    "lastName": "Abdulkareem",
    "profileUrl": "https://www.linkedin.com/in/naif-al-abdulkareem-90619283",
    "position": "CEO & Managing Director",
    "companyName": "Bank Aljazira"
}

---

Step 5: Configure Sequence in HeyReach

3-Touch Sequence Template:

Touch 1: Connection Request (Day 0)

{first_name} — researching digital transformation leaders in Saudi banking. 
Impressive what {company} is doing in the region. Would be great to connect.

Fallback (no variables):

Hi there,

Researching digital transformation leaders in Saudi banking and came 
across your profile. Impressive work. Would be great to connect.

Touch 2: Intro Message (Day 1-2 after accept)

Thanks for connecting, {first_name}!

Quick context — I'm with [YOUR COMPANY]. We [VALUE PROP].

Curious if [PAIN POINT] is on {company}'s radar this year?

Happy to share how [CUSTOMER] approached it — no pitch, just insights.

Fallback:

Thanks for connecting!

I'm with [YOUR COMPANY] — we [VALUE PROP].

Curious if [PAIN POINT] is on the radar this year? Happy to 
share how [CUSTOMER] approached it.

Touch 3: Follow-Up (Day 5-7 if no response)

{first_name} — circling back briefly.

Is [PAIN POINT] a priority for 2025?

We've helped [CUSTOMER] [RESULT].

Worth a 15-min call? If timing's off, just let me know.

Fallback:

Circling back briefly.

Is [PAIN POINT] a priority for 2025?

We've helped [CUSTOMER] [RESULT].

Worth a 15-min call? If timing's off, just let me know.

---

Full Automation Script

For batch processing entire lists:

# Pseudocode for full rollout
for company in hubspot_list:
    # 1. Search Apollo for C-levels
    prospects = apollo_search(
        company_name=company.name,
        titles=["CEO", "CFO", "CIO", "VP", "Head"]
    )
    
    # 2. Filter to those with LinkedIn URLs
    valid_prospects = [p for p in prospects if p.linkedin_url]
    
    # 3. Add to HeyReach
    heyreach_add_leads(
        campaign_id=CAMPAIGN_ID,
        leads=valid_prospects,
        sender_account_id=SENDER_ID
    )
    
    # 4. Rate limit (respect API limits)
    sleep(1)

---

Configuration

Sender Accounts (HeyReach)

| Name | Account ID | Has Sales Nav | |------|------------|---------------| | Karim Daoui | 111643 | No | | Sara Intikhab | 40189 | Yes | | Quentin Silvestro | 39960 | No |

Target Titles (Apollo)

C_LEVEL_TITLES = [
    "CEO", "CFO", "CIO", "COO", "CMO", "CTO",
    "Chief Executive", "Chief Financial", "Chief Information",
    "Chief Operating", "Chief Marketing", "Chief Technology",
    "Managing Director", "General Manager",
    "VP", "Vice President",
    "Head of", "Director"
]

---

Success Metrics

| Metric | Target | Notes | |--------|--------|-------| | Connection Accept Rate | >30% | Industry avg: 20-40% | | Reply Rate | >10% | Industry avg: 5-15% | | Positive Response Rate | >3% | Interested/meeting booked |

---

Troubleshooting

| Issue | Solution | |-------|----------| | Apollo returns 0 results | Try q_organization_name instead of q_organization_domains | | HeyReach "fetch failed" | Check MCP server connection, retry | | "Can't add to DRAFT campaign" | Add leads to the campaign's list instead | | Missing fallback error | Add fallback message (no variables) to every Send Message node |

---

Example Usage

Single Company Test:

User: "outbound Bank Aljazira"
AI: Finds 5 C-levels via Apollo → Adds to HeyReach → Ready to send

Full List Rollout:

User: "roll out to Top 100 - KD"
AI: Pulls 108 companies → Finds ~500 C-levels → Adds to campaign

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Version: 1.0 Created: 2025-12-17 Author: Karim + Nexus Integrations: HubSpot, Apollo, HeyReach