LinkedIn for Sequences

LinkedIn steps let you add personal touchpoints—such as connection requests and direct messages—to your outreach sequences. Unlike automatic email steps, LinkedIn actions must be completed manually. Metaview helps you manage them by notifying you when an action is due, opening the correct candidate profile, and preparing the message for you in the Chrome extension.

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Completing a LinkedIn Step

When a LinkedIn step becomes due:

1. Open the sequence and select Actions required.
2. Open the candidate’s LinkedIn profile from Metaview.
3. Open the Metaview Chrome extension.
4. Copy the connection request or message prepared by your sequence.
5. Complete the action on LinkedIn.
6. Select Mark as done in the extension.

Metaview will then show you the next candidate with an outstanding LinkedIn action, making it easy to work through your tasks one after another. You can track completed and outstanding actions from the sequence page. Metaview will also email you when LinkedIn steps are due.

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Adding Candidates from LinkedIn

You can also add candidates you discover on LinkedIn directly to a Metaview sequence:

1. Open the candidate’s LinkedIn profile.
2. Open the Metaview Chrome extension.
3. Select the Profile tab.
4. Review whether the candidate is already enrolled in a sequence elsewhere in your workspace.
5. Select the sequence you want to add them to.

The candidate will be enrolled and begin progressing through the sequence’s configured steps.