Phantom
1 slot

HubSpot Contact Data Refresher

Tutorial

  1. Create a list of HubSpot contacts to refresh

    Go to your HubSpot account and follow the instructions in this article to create and configure a list of contacts to refresh. For instance you might want to refresh your bounced contacts or contacts with no activity for more than a year.

  2. Choose the HubSpot Contact Data Refresher in PhantomBuster

    Go to PhantomBuster and choose the HubSpot Contact Data Refresher.

  3. Select your list of HubSpot contacts

    Choose the list of HubSpot contacts you want to refresh.

  4. How to use the LinkedIn Search to Lead Outreach

    PhantomBuster’s LinkedIn Search to Lead Outreach Automation extracts leads from LinkedIn people search results and automates outreach messages. Follow these steps to set up the workflow for effective lead generation.

    • Input requirements: Provide LinkedIn people search URLs. Google Sheets must be shared with "Anyone with the link," and CSV uploads are available on paid plans only. Use the Sales Navigator specific workflow for Sales Navigator URLs.

    • Safety limits: LinkedIn limits invitations to approximately 100 per week. The default Automation setting is 20 invites per working day to stay within safe limits.

    • Free plan limitations: CSV exports are limited to the first 10 rows, and CSV uploads as inputs are not supported.

    • Email capability: This Automation does not collect verified professional emails; use the LinkedIn Profile Scraper Automation for that purpose.

    1. Connect your LinkedIn account: Install the PhantomBuster browser extension (Chrome or Firefox) and connect your LinkedIn session in one click. If using another browser, manually retrieve your session cookie as instructed.

      Keep your browser up to date to prevent session cookies from expiring quickly.

    2. Provide LinkedIn people search inputs: Choose to enter a single search URL, a Google Sheet with search URLs, or upload a publicly accessible CSV (paid plans only).

    3. Set extraction, invite limits, and timing: In Advanced settings, set the number of profiles to extract, daily invite limits (default 20), and choose between weekday or random sending schedules.

      Only two scheduling modes are available; custom launch schedules are not supported for this workflow.

    4. Customize the connection request (optional): Add a personalized message to invites within LinkedIn’s character limits. Use placeholder tags if needed.

      Free LinkedIn accounts are limited to 200 characters and 5 personalized invites/month (Premium allows 300 characters). Emojis and hyperlinks are not supported.

    5. Write and schedule follow-up messages: Create up to three follow-up messages, set delays, and attach files if needed. Follow-ups send only if the lead accepts the connection and does not reply.

      Follow-ups are mandatory in this workflow; use the "LinkedIn Search to Lead Connection" workflow if you do not want to send follow-ups. Maximum attachment size is 20 MB.

    6. Adjust optional advanced run settings (optional): Fine-tune advanced options like execution limits, retries, notifications, or proxies in Advanced settings if needed.

      Defaults are optimized; change advanced settings only if a guide instructs you to.

    7. Launch and monitor results: Start the Automation using the ON/OFF switch. Leads are collected and invites sent according to your settings. Track results in the Dashboard.

      Invitations are not sent immediately; the Automation first collects leads, then sends invites based on your daily limit. Do not update inputs while the Automation is running.

    For a complete walkthrough and troubleshooting tips, see the full tutorial on the help center.

  5. Select the launch frequency

    Choose how often you want to launch the scraper. To keep your account safe, spread your actions across multiple launches throughout the day, during the office hours.

  6. Launch your campaign

    Click Save and Close on the top right and then launch your campaign.

  7. Track the progress of your updates in HubSpot

    Contacts that have moved to a new company will be flagged with the property “No longer at company = true”.

    In case of company change, a new contacts is also created and associated with the old one. This contact is pre-enriched with their new professional email, the start date at the new job, and properties storing the previous lifecycle stage, job, or company.