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Changelog

Keep track of all updates, fixes, and new product features.

Workflow Action – Send Audio Message

Send voice/audio notes directly inside the workflow builder for faster, more authentic outreach.

Upcoming

We’re adding a new workflow action that lets you automate sending voice messages to LinkedIn users directly through your workflows.

How it works

  • Add the Send Audio Message action to your workflow builder.
  • Link a voice note to be included in the message.
  • Optionally personalize an accompanying text message for added context.
  • Once triggered, the workflow will deliver the voice message automatically to the chosen LinkedIn user.

Why this matters

Voice messages allow you to communicate with warmth and personality, helping you build stronger connections at scale. With this feature, you can:

  • Create a more personal and conversational outreach experience.
  • Save time compared to typing long text messages while sounding more authentic.
  • Increase engagement by breaking through typical text-heavy communication.
  • Automate personalized voice notes for introductions, follow-ups, or reminders.

Workflow Action - Send Video Message

Send video messages directly inside the workflow builder for faster, more engaging outreach.

Upcoming

We’re introducing a new workflow action that allows you to automate sending a video message directly to a LinkedIn user within your workflows.

How it works

  • Add the Send Video Message action to any automation in your workflow builder.
  • Link a video file to be included in the message.
  • Personalize the accompanying text to ensure your outreach feels authentic and relevant.
  • When triggered, the workflow will automatically send the video message to the selected LinkedIn user.

Why this matters

Video messaging offers a more engaging and personal way to connect with prospects and clients. With this new workflow action, you can:

  • Humanize your outreach by adding face-to-face communication.
  • Stand out in crowded inboxes with rich media messages.
  • Scale personalized engagement while maintaining authenticity.
  • Automate follow-ups with pre-recorded, high-impact video content.

Snapshot With Pre-Configured Workflows

Accelerate setup with a prebuilt snapshot that speeds up implementation and requires only minor configuration.

New
Snapshot With Pre-Configured Workflows

We’ve released a new snapshot to help agencies build quality systems more quickly while staying aligned with best practices and API rate limits. The snapshot provides a strong foundation that significantly reduces setup time, requiring only minor adjustments and configuration to get fully operational.

How it works:
The snapshot includes:

  • Example workflows that demonstrate common use cases
  • Pre-configured custom fields
  • A sample form and funnel
  • Trigger links and tags for organization
  • Built-in safeguards aligned with API rate limits and platform guidelines

A Quick Start Guide will also be released to walk agencies step by step through customizing and setting up the snapshot for their clients.

Why this matters:

  • Speeds up the build process by providing a strong starting point
  • Requires only minor setup to adapt for client needs
  • Provides structure and best practices for building scalable, compliant workflows
  • Supports faster client onboarding with guided resources
💡
The snapshot will be sent via email to the installer after installation is complete.

Rate Limit Status Feedback

Stay informed with real-time account status indicators directly on the Connect & Support page.

New
Rate Limit Status Feedback

We’ve introduced live feedback on account status within the Connect and Support page. This update helps users immediately understand if their account is active or has been temporarily blocked due to exceeding rate limits.

How it works today:

  • The Connect LinkedIn card now shows an indicator if your account has been blocked.
  • Accounts are blocked when activity exceeds established rate limits.
  • If blocked, you’ll be prompted to contact support to discuss reactivating your account.

Why this matters:

  • Promotes compliance with rate limits to protect account integrity
  • Ensures the platform remains in good standing with API providers
  • Prevents abuse and safeguards performance for all users
  • Provides immediate, visible feedback so issues can be resolved quickly

Additional safeguards:

  • We’ve created workflow snapshots and templates to help users build automations that respect rate limits.
  • These guidelines ensure fair usage and prevent platform abuse that can negatively impact performance.

Authentication Flow Upgrade

A new authentication process streamlines LinkedIn setup, supports bulk installs, and enables agency-managed deployments.

Improved
Authentication Flow Upgrade

As part of the CRM platform’s migration to a new app distribution method, we’ve rebuilt the authentication flow for LinkedIn for Workflows. The new process simplifies setup, improves clarity, and supports both individual and agency installations.

How it works today:

  • Access the new authentication flow from the Connect and Support tab in the app profile.
  • Two new authentication cards are available:
    • Connect LinkedIn: Guides you through the LinkedIn authentication process with live feedback confirming whether your account is connected and active.
    • Connect Chat: Requires a Provider ID custom field key and a Chat ID custom field key to store identifiers used for two-way messaging.
  • Agencies can now complete bulk installations on behalf of their clients. Clients then complete the LinkedIn authentication and maintain it independently.

Why this matters:

  • Supports scalable bulk installations for faster onboarding
  • Enables agency-led deployments while allowing clients to manage their own authentication
  • Provides live connection status for greater clarity and troubleshooting
  • Ensures smooth setup for two-way LinkedIn messaging through proper field mapping

Workflow Action - Send a Message to a Chat

Continue LinkedIn conversations seamlessly by sending messages and attachments directly into an existing chat thread.

New
Workflow Action - Send a Message to a Chat

We’ve introduced a new workflow action, Send a Message to a Chat, designed for ongoing LinkedIn conversations. This action makes it simple to engage once a chat has already been started using the Start a Chat action.

How it works today:

  • Provide the Chat ID of the conversation.
  • Enter your message content.
  • Optionally, include an Attachment URL to send a file alongside your message.
  • Attachments must be in a LinkedIn-supported format such as PDF, image, video, audio, CSV, or text file.

Why this matters:

  • Maintain continuity by messaging directly into active conversations
  • Enrich communication with relevant attachments (e.g., case studies, product one-pagers, proposals)
  • Automate both text and file sharing without leaving your CRM
  • Create scalable yet personalized follow-ups for LinkedIn engagement

Workflow Action - Start a Chat

Initiate new LinkedIn conversations with InMail or direct messages, returning a chat ID for ongoing communication.

Improved
Workflow Action - Start a Chat

We’ve updated the Send a Message action to Start a Chat. This action is now the dedicated way to send the very first message to a LinkedIn user when no existing chat thread exists.

How it works today:

  • Provide a Provider ID of the recipient.
  • Enter your message content.
  • Select your account type and indicate whether the message is an InMail.
  • The action initiates a new conversation and returns a Chat ID, which can then be stored and used for sending subsequent messages within the same thread.

Why this matters:

  • Establish clear workflows for starting new conversations versus continuing existing ones
  • Ensure accurate tracking by always receiving a chat ID for ongoing engagement
  • Enable streamlined use of InMail for outreach when no prior chat history exists
  • Provide a cleaner separation between conversation initiation and follow-up messaging actions

Workflow Action - React to a Post

Engage with LinkedIn content at scale by automating reactions from your personal or company account.

New
Workflow Action - React to a Post

We’ve introduced a new workflow action, React to a Post, which allows you to add reactions to LinkedIn content directly through your workflows. This action complements Retrieve Last Post and Comment on a Post, giving you multiple ways to automate authentic engagement.

How it works today:

  • Provide a Post ID or use the ID retrieved from the Retrieve Last Post action.
  • Select from available reactions: Like, Celebrate, Support, Love, Insightful, or Funny.
  • React using your personal LinkedIn account or, with the right permissions, on behalf of a company page.

Why this matters:

  • Boost visibility by engaging with prospects’ or companies’ content consistently
  • Showcase company presence by reacting as your business page
  • Strengthen relationships with quick, meaningful engagement signals
  • Automate post engagement as part of wider outreach and nurturing workflows

Workflow Action - Comment on a Post

Automate LinkedIn engagement by commenting on posts as yourself or on behalf of a company.

New
Workflow Action - Comment on a Post

We’ve added a new workflow action, Comment on a Post, enabling you to leave comments on LinkedIn content directly through your workflows. This action works seamlessly with Retrieve Last Post, making it easy to comment on the latest activity from a user or company.

How it works today:

  • Provide a Post ID or use the ID retrieved from the Retrieve Last Post action.
  • Post a comment as your personal LinkedIn account.
  • If you have the required permissions, you can also comment on behalf of a company page.

Why this matters:

  • Drive engagement by commenting on prospects’ or companies’ latest posts
  • Support company-wide thought leadership by engaging through your business page
  • Automate timely interactions without leaving your CRM
  • Create scalable engagement strategies that feel personalized and relevant

Workflow Action - Retrieve Last Post

Access the latest LinkedIn post from a user or company with detailed engagement metrics for smarter interactions.

New
Workflow Action - Retrieve Last Post

We’ve introduced a new workflow action, Retrieve Last Post, which allows you to automatically pull the most recent post from a LinkedIn user or company. This action is designed to provide both the post itself and rich engagement data, enabling more contextual and timely responses.

How it works today:
The Retrieve Last Post action retrieves the latest published post along with key details, including:

  • Post ID and share URL
  • Date and hours since posting
  • Post text and whether it is a repost
  • Comment count, impressions, and reaction count
  • Whether commenting, reacting, or sharing is allowed
  • Author information

Why this matters:

  • Engage more meaningfully by commenting or reacting to the most recent post
  • Use post insights (impressions, comments, reactions) to guide when and how you engage
  • Personalize outreach with context from a contact’s or company’s latest activity
  • Automate timely engagement strategies directly in your workflows

Improved: Workflow Action - Search People

Refine your LinkedIn people searches with new filters for title, keywords, and company history.

Improved
Improved: Workflow Action - Search People

We’ve expanded the Search People workflow action to give you more precision and control when finding LinkedIn users. This update makes it easier to narrow down your searches and target the right audience for your workflows.

How it works today:
The Search People action now includes additional filtering fields to refine search results:

  • Title: Search by role (e.g., CEO, Founder, Sales).
  • Keywords: Search by industry, sector, or other keywords.
  • Company Name: Search by current company.
  • Company ID / Past Company ID: Search for individuals associated with a company, including past employees (e.g., former Salesforce employees).

Why this matters:

  • Gain sharper targeting when prospecting or segmenting contacts
  • Identify prospects based on roles, industries, or company history
  • Build more relevant and qualified lead lists
  • Automate enriched searches directly within workflows without manual effort

Workflow Trigger - New Connection

Automatically launch workflows the moment a new LinkedIn connection is made.

New
Workflow Trigger - New Connection

We’ve introduced a new trigger to help you act quickly on valuable new relationships. The New Connection trigger activates workflows as soon as a new LinkedIn connection is established.

How it works:

  • Whenever a new connection is added, the workflow is triggered instantly.
  • From there, you can chain follow-up actions such as:
    • Find or create a contact in the CRM
    • Tagging the new contact for organization and segmentation
    • Sending a welcome or follow-up message
    • Enriching the profile with LinkedIn data
    • Firing off subsequent workflows and actions inside your CRM

Why this matters:

  • Take immediate action on every new LinkedIn connection
  • Streamline onboarding, introductions, or outreach workflows
  • Ensure new contacts are properly tagged and organized
  • Strengthen relationship-building with timely, automated engagement

Workflow Trigger - New Message

Easily capture inbound LinkedIn messages and trigger automated workflows for faster, smarter responses.

New
Workflow Trigger - New Message

We’ve added a powerful new trigger to help you automate workflows around LinkedIn conversations. The New Message trigger allows workflows to start automatically whenever a new message is received in your LinkedIn account.

How it works:

  • When a new message arrives, the workflow is triggered instantly.
  • You can then chain follow-up actions such as:
    • Look up a contact by provider ID, Name etc.
    • Find an existing contact
    • Find or create a new contact
    • Trigger any subsequent workflow actions (e.g., send alerts, update records, or launch nurture sequences)

Why this matters:

  • Never miss an inbound message from a connection
  • Route LinkedIn conversations into your CRM in real time
  • Automate contact matching and enrichment without manual effort
  • Kick off personalized workflows (e.g., task creation, follow-up reminders, or handoff to sales teams)

Two-Way LinkedIn Messaging

Send and receive messages with attachments, auto-create leads from inbound chats, and track delivery receipts.

New
Two-Way LinkedIn Messaging

We’re excited to announce the release of two-way LinkedIn chat, bringing real-time LinkedIn messaging directly into your CRM conversations flow.

What’s New

  • Send & Receive Messages: Engage with your LinkedIn connections without leaving the CRM.
  • Rich Media Support: Share and receive attachments including PDFs, images, videos, and audio files. Attachments are stored for 3 months before expiration.
  • Lead & Contact Creation: When a new LinkedIn user messages you, their information is automatically captured to create a lead or contact record in the CRM.
  • Delivery Receipts: Track message delivery to know when your outreach has successfully landed.

How It Works

  • All LinkedIn chats now appear in the CRM conversations tab for seamless communication.
  • Messages sent through new workflow actions Start a Chat and Send a Message also sync into conversations, ensuring a complete message history.
  • Incoming LinkedIn messages can trigger workflows, enabling automated follow-ups, lead assignment, or nurturing actions.
  • Authentication has been updated to accommodate additional fields required for chat functionality. View updated authentication steps here.

Why It Matters

This update bridges LinkedIn engagement with your CRM in a powerful new way:

  • Capture every opportunity: Turn inbound LinkedIn chats into new leads or contacts automatically.
  • Stay in sync: Manage conversations from one central CRM hub.
  • Work with context: Keep a full history of chats and attachments connected to each contact.
  • Stay reliable: Delivery receipts provide confidence that your outreach is reaching the intended recipient. We’re excited to introduce two-way LinkedIn chat, bringing real-time LinkedIn messaging seamlessly into your CRM conversations flow.

How it works today:

  • All LinkedIn chats now appear in the CRM conversations tab for unified communication.
  • Messages sent through workflow actions such as Start a Chat and Send a Message automatically sync into conversations, creating a complete message history.
  • Incoming LinkedIn messages can trigger workflows, enabling automated follow-ups, lead assignment, or nurturing actions.
  • Authentication has been updated to support additional fields required for chat functionality.

Key features:

  • Send & Receive Messages: Engage with your LinkedIn connections without leaving the CRM.
  • Rich Media Support: Share and receive attachments including PDFs, images, videos, and audio files (attachments stored for 3 months before expiration).
  • Lead & Contact Creation: Automatically capture new LinkedIn users as leads or contacts when they message you.
  • Delivery Receipts: Track message delivery to confirm when outreach has successfully landed.

Why this matters:

  • Capture every opportunity: Turn inbound LinkedIn chats into leads or contacts instantly.
  • Stay in sync: Manage all conversations from one central CRM hub.
  • Work with context: Keep a full history of chats and attachments tied to each contact.
  • Stay reliable: Delivery receipts provide confidence that your outreach is reaching the intended recipient.