> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.

# LinkedIn Integration

> Turn every new HubSpot contact into a personalised LinkedIn connection request — researched, written, and sent from your own account, automatically.

## 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.

<Note>
  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.
</Note>

***

## How it works

```
New HubSpot contact
      ↓
CallPrep researches the person + company
      ↓
Personalised connection note (based on a real synergy)
      ↓
Connection request sent from your LinkedIn account
      ↓
Acceptance tracked · note logged back to HubSpot
```

Everything after the contact is created happens automatically. You only ever connect your accounts and review invites.

***

## Setup

### 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**.

### 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](/integrations/hubspot) guide.

<Note>
  The LinkedIn integration runs on the single product you integrate with
  HubSpot. New contacts are researched with that product's context.
</Note>

### 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.

<Tip>
  **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.
</Tip>

<Tip>
  Connect more than one LinkedIn account to increase throughput — each account
  sends independently, up to its own daily limit.
</Tip>

### 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).

***

## Safety limits

The integration is built to protect your LinkedIn account. These limits are always enforced and cannot be exceeded:

| Limit                                        | Detail                                                                                                                      |
| -------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **20 invites per day, per LinkedIn account** | A hard ceiling. Add more accounts for more volume.                                                                          |
| **Weekdays only**                            | No invites on Saturday or Sunday.                                                                                           |
| **Working hours**                            | Sent only between **06:00 and 22:00** in each account's timezone.                                                           |
| **One invite per person, ever**              | The same LinkedIn profile is never invited twice.                                                                           |
| **Quality gate**                             | If research finds no credible, personalised angle, no generic note is ever sent — the invite waits for your review instead. |

<Warning>
  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.
</Warning>

***

## 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.

***

## 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.

***

## 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.

***

## 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](/plans/credits) for monthly limits and reset dates.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Whose LinkedIn account are invites sent from?">
    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.
  </Accordion>

  <Accordion title="I sign in to LinkedIn with Google and don't know my password — can I still connect?">
    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**.
  </Accordion>

  <Accordion title="Can I increase how many invites go out per day?">
    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.
  </Accordion>

  <Accordion title="Will the same person ever be invited twice?">
    No. Each LinkedIn profile is invited at most once, ever — even across separate
    contacts or re-imports.
  </Accordion>

  <Accordion title="What if I want to check every invite before it sends?">
    Set your review mode to **Review first**. Every invite then waits under
    *Awaiting your approval* until you send or skip it.
  </Accordion>

  <Accordion title="Do I have to write the notes?">
    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.
  </Accordion>
</AccordionGroup>

***

## Need help?

Setting up the LinkedIn integration or connecting your LinkedIn account? Contact us at [hello@callprep.app](mailto:hello@callprep.app) and we'll help you get running.