LinkedIn & CRM Automation Setup

Description

Objective Automate timely, personalised outreach and follow-up across LinkedIn and email based on key audience actions — to drive engagement with our free tools, podcast, and services. The goal is to nurture a high-quality audience and generate warm leads, in line with our premium brand positioning.Our business Formula is a boutique digital growth agency for hotel brands. We work with pioneering, independent hotels and focus on helping them grow smarter through data-driven marketing. Our approach is relationship-based, not volume-based. Tone must remain personal and on-brand.
Automation flows to implement
1️⃣ Follow Company PageChannel: LinkedIn DM Trigger: New follower of Formula company page Sequence: ✅ Start DM sequence automatically for all new followers ✅ Stop sequence if they reply ✅ Timing: Day 1, Day 2, Day 5
2️⃣ Personal Connection RequestChannel: LinkedIn DM Trigger: Manual — team member filters new company followers daily and sends 1st degree connection request to relevant profiles Sequence: ✅ Start DM sequence when connection is accepted ✅ Stop sequence if they reply ✅ Timing: Day 1, Day 2, Day 5
3️⃣ Subscribe to Email NewsletterChannel: Email Trigger: New email subscriber (opt-in to newsletter) Sequence: ✅ Start automated email sequence ✅ Stop sequence if they reply ✅ Timing: Day 1, Day 2, Day 5
4️⃣ Subscribe to LinkedIn NewsletterChannel: LinkedIn DM Trigger: New subscriber to Hotel Growth Podcast LinkedIn newsletter Sequence: ✅ Start DM sequence automatically for all new subscribers ✅ Stop sequence if they reply ✅ Timing: Day 1, Day 2, Day 5
RequirementsTechnical ✅ CRM that integrates with both LinkedIn and email ✅ Ability to trigger sequences based on above actions ✅ Stop sequence logic if recipient responds ✅ Visibility into open rates, click rates, response rates ✅ Easy for our team to edit copy and adjust timings in future ✅ Compliant with LinkedIn policies — no spammy behaviourProcess ✅ Specialist to recommend the best-fit tools and CRM for our needs ✅ Specialist to set up and implement the above sequences ✅ Provide clear documentation on how the system works ✅ Train our team to manage and update sequences
Tool preference / starting pointWe already have Hubspot, Surfe and Dripify in place but are not utilising as effectively as we should for the cost and are open to changing.

What we do NOT want: