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Overview

The LinkedIn integration turns inbound interest into outreach without any manual work. When a new contact is created in your connected HubSpot portal, CallPrep automatically:
  1. Researches the person and their company using your product context
  2. Writes a short, personalised LinkedIn connection note grounded in a real synergy with your product
  3. Sends the connection request from your own LinkedIn account, within safe daily limits
  4. Tracks acceptances and logs a note back on the HubSpot contact
You stay in control: every invite can be held for your approval, and hard limits protect your LinkedIn account.
The LinkedIn integration builds on the HubSpot integration, available on the Growth and Scale plans. You connect HubSpot once and link at least one LinkedIn account.

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How it works

New HubSpot contact
      ↓
CallPrep researches the person + company
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Personalised connection note (based on a real synergy)
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Connection request sent from your LinkedIn account
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Acceptance tracked · note logged back to HubSpot
Everything after the contact is created happens automatically. You only ever connect your accounts and review invites.

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Setup

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Step 1 — Complete onboarding

The first time you open CallPrep you’re asked for a few details that shape your outreach:
  • Sales methodology — how your team approaches deals
  • Acquisition context — how leads typically reach you (e.g. registered on our website, downloaded a guide). This becomes the opening line of your notes.
  • Excluded domains — companies you never want researched or contacted
You can edit all of these later under Settings → Outreach.

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Step 2 — Connect HubSpot

The integration reacts to new contacts in HubSpot. If you haven’t already, connect HubSpot from Dashboard → Integrations → HubSpot — see the HubSpot Integration guide.
The LinkedIn integration runs on the single product you integrate with HubSpot. New contacts are researched with that product’s context.

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Step 3 — Connect your LinkedIn account

Go to Dashboard → Integrations → LinkedIn and open LinkedIn seats. Invites are always sent from your own LinkedIn account — never a shared or synthetic one. There are two ways to connect: Email and password — click Connect account and sign in to LinkedIn. Two-factor authentication (authenticator app, SMS, or one-time code) is fully supported. Google / SSO sign-in — if you sign in to LinkedIn with Google and don’t have a LinkedIn password, you can connect using your existing browser session instead — no password required. Follow the in-app steps shown on the LinkedIn integration page.
One-click option: the CallPrep Chrome extension can connect your LinkedIn account in one click — open the extension and go to Settings → LinkedIn integration. It reuses the session you’re already signed into, so it works with Google / SSO logins too.
Connect more than one LinkedIn account to increase throughput — each account sends independently, up to its own daily limit.

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Step 4 — Choose how invites are sent

Under your product’s LinkedIn integration settings:
  • Review mode — Review first holds every invite for your approval, or Automatic sends within your limits without review.
  • Note language — write notes in your own language, or automatically match each prospect’s language (detected from their public LinkedIn activity).

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Safety limits

The integration is built to protect your LinkedIn account. These limits are always enforced and cannot be exceeded:
LimitDetail
20 invites per day, per LinkedIn accountA hard ceiling. Add more accounts for more volume.
Weekdays onlyNo invites on Saturday or Sunday.
Working hoursSent only between 06:00 and 22:00 in each account’s timezone.
One invite per person, everThe same LinkedIn profile is never invited twice.
Quality gateIf research finds no credible, personalised angle, no generic note is ever sent — the invite waits for your review instead.
These limits apply to both automatic and manual sends. If you try to send past the daily cap or outside the sending window, CallPrep tells you why and holds the invite.

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The connection note

Every note is personalised and grounded in a real reason the prospect and your product fit — not a template. Notes are kept short to fit LinkedIn’s connection-request limit, and open with your acquisition context so the prospect understands why you’re reaching out. If the integration can’t find a credible angle for someone, it won’t guess — that invite is held for you to review or write yourself.

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Reviewing and sending invites

The LinkedIn integration page shows two sections: Awaiting your approval — every invite that hasn’t been sent yet: ones held for review, ones missing a note (quality gate), and any that need attention. For each you can:
  • Send it now (subject to the same daily limit and sending window)
  • Edit the note if one is missing or you want to adjust it
  • Skip it if it’s not a fit
Invites — a history of everything sent, with the recipient’s LinkedIn profile, the note, status, and date.

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After an invite is accepted

When a prospect accepts your connection request, the integration marks it accepted and logs a note back on the matching HubSpot contact, so your CRM reflects the outreach automatically.

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Credits

Each contact the integration researches consumes one credit from your plan — the same pool as manual API research and the HubSpot integration. Sending or reviewing invites is free. See Credits for monthly limits and reset dates.

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Frequently asked questions

Always your own connected account. If several teammates share a HubSpot portal, each new contact is routed to the teammate who owns it in HubSpot, and the invite goes out from that person’s connected LinkedIn account. Each teammate connects HubSpot and their own LinkedIn from their own CallPrep account.
Yes. Use the browser-session option when connecting your LinkedIn account — it uses your existing logged-in session, so no LinkedIn password is needed. The CallPrep Chrome extension can do this in one click under Settings → LinkedIn integration.
The 20-per-day limit is per LinkedIn account and can’t be raised — it keeps your account safe. To send more, connect additional LinkedIn accounts; each one adds its own 20-per-day allowance.
No. Each LinkedIn profile is invited at most once, ever — even across separate contacts or re-imports.
Set your review mode to Review first. Every invite then waits under Awaiting your approval until you send or skip it.
No — the integration writes them for you, personalised per prospect. You only step in when the quality gate decides there isn’t a strong enough angle, or if you want to tweak a note before sending.

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Need help?

Setting up the LinkedIn integration or connecting your LinkedIn account? Contact us at hello@callprep.app and we’ll help you get running.