Action: Send Invitation

Action Overview

The Send Invitation action allows you to automate sending connection requests to LinkedIn users. By specifying the user’s Provider ID and including an optional personalized message, you can efficiently expand your professional network or initiate contact with potential leads.

Use Cases

• Network Expansion: Automate connection requests to key professionals to grow your network strategically.

• Sales Prospecting: Send personalized connection requests to leads as part of a targeted outreach strategy.

• Recruitment Outreach: Connect with potential candidates and establish communication for recruitment purposes.

Inputs and Required Data

Input Fields

Provider ID: (Required) The unique LinkedIn identifier for the user you want to send a connection request to.

Example: "ACoAAA12345"

Message: (Optional) A personalized note to include with the connection request. Note that LinkedIn enforces character limits based on account type.

Example: "Hi [First Name], I’d like to connect with you to discuss potential collaboration opportunities."

Obtaining Inputs

Inputs are typically obtained dynamically through preceding actions, such as Search User or Search People, which retrieve the Provider ID required for this action.

Workflow Integration

Step-by-Step Guide

1. Trigger the Action: Configure your CRM workflow to trigger the Send Invitation action after identifying a LinkedIn user via actions like Search User or Retrieve User Profile.

2. Map Input Fields: Pass the Provider ID and, optionally, a personalized message to the action.

3. Review Output Data: Track the status of the connection request and log it in your CRM for follow-up actions.

Related Actions

• Search User: Locate LinkedIn users and retrieve their Provider IDs for sending invitations.

• List Pending Invitations: Monitor outstanding connection requests.

Response

The Send Invitation action provides the following response fields:

• Invitation ID: A unique identifier for the sent connection request.

Common Errors and Troubleshooting

Common Errors

Invalid Provider ID: Occurs when the provided Provider ID does not match a LinkedIn profile.

Solution: Verify the Provider ID is correct and retrieved from a valid preceding action.

Exceeding Connection Limits: Indicates that the daily or weekly limit for sending connection requests has been reached.

Solution: Review LinkedIn’s rate limits and adjust the frequency of your workflow actions.

Best Practices

• Personalize messages to increase the likelihood of connection acceptance.

• Space out connection requests throughout the day to mimic natural user behavior and avoid triggering LinkedIn’s limits.

• Start with smaller volumes for new or inactive accounts and gradually increase as trust is established.

Advanced Tips

• Automated Follow-Ups: Use the List Pending Invitations action to monitor invitation statuses and trigger reminders for unaccepted requests.

• Segmented Outreach: Combine this action with filters like job titles or industries to send highly targeted connection requests.

FAQs

Q: Can I send connection requests without a personalized message? A: Yes, but adding a personalized message improves the acceptance rate.

Q: Are there limits to how many connection requests I can send? A: Yes, LinkedIn enforces daily and weekly rate limits based on your account type. For example, up to 80-100 requests per day for paid accounts.

Q: What happens if the recipient does not accept my connection request? A: Unaccepted requests will remain in the "Pending" state. You can monitor and manage them using the List Pending Invitations action.