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Workflow Actions

Send Invitation

Send personalized LinkedIn connection requests and automate your outreach strategy while respecting platform limits and best practices.

Action Overview

The Send Invitation action automates sending connection requests to LinkedIn users. By specifying the user’s Provider ID and optionally including a personalized message, you can expand your professional network, engage leads, or connect with potential candidates directly from your CRM.

Use Cases

  • Network Expansion – Grow your network by automating invitations to targeted professionals.
  • Sales Prospecting – Send personalized connection requests as part of outreach workflows.
  • Recruitment Outreach – Connect with candidates and establish communication channels.

Inputs and Required Data

Provider ID (required) – The unique LinkedIn identifier for the user.
Example: ACoAAA12345

Message (premium accounts only) – A personalized note to include with the invitation. LinkedIn enforces character limits based on account type.
Example: Hi [First Name], I’d like to connect with you to discuss potential collaboration opportunities.

Response

The Send Invitation action returns:

  • Invitation ID – Unique identifier for the sent connection request.

(Tip: Use this ID with Cancel Invitation to revoke a pending request if necessary.)

Obtaining Inputs

Inputs are typically retrieved from earlier actions such as Search User, Search People, or Retrieve User Profile, which provide the required Provider ID.

Workflow Integration

  1. Trigger the Action – Add Send Invitation after identifying a target profile.
  2. Map Input Fields – Pass the Provider ID and, optionally, a personalized message.
  3. Process Results – Store the Invitation ID in your CRM for tracking and follow-up.
  • Search User – Locate LinkedIn users and retrieve Provider IDs.
  • List Pending Sent Invitations – View all pending invitations.
  • Cancel Invitation – Revoke a pending invitation if needed.

Common Errors and Troubleshooting

Invalid Provider ID

  • Cause: The ID does not match a LinkedIn profile.
  • Solution: Ensure it was retrieved from a valid preceding action.

Exceeding Connection Limits

  • Cause: Daily or weekly connection limits were reached.
  • Solution: Follow LinkedIn’s rate limits (typically 80–100/day for paid accounts, ~200/week).

Best Practices

  • Always personalize invitation messages to increase acceptance rates.
  • Distribute connection requests naturally throughout the day.
  • Start with lower volumes for new or inactive accounts, then scale gradually.

Advanced Tips

  • Automated Follow-Ups – Use List Pending Sent Invitations to monitor acceptance and trigger reminders.
  • Segmented Outreach – Combine with filters (e.g., job title, industry) to create targeted connection campaigns.
  • Chain Automations – After invitations are accepted, trigger actions like Start a Chat or Send a Message.

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.