If your team is stuck doing manual prospecting instead of automated sales prospecting, you’re leaving meetings on the table. 61% of overperforming teams use automation in their sales process compared to only 46% of underperformers.
Here are ten ready-to-use sales prospecting workflow templates you can personalize and launch today. They cut repetitive tasks, keep CRM records current, and send enriched lead data to your CRM with built-in safety limits to reduce manual errors.
TL;DR: The workflow pack
| Workflow | What it does | Inputs needed | Output |
|---|---|---|---|
| 1. Warm up leads before outreach | Auto-visit, follow, and like with PhantomBuster to increase recognition before you connect | LinkedIn search URL or list | Warmed prospects ready for connection requests |
| 2. Enrich CRM contacts with fresh LinkedIn data | Collects current profile data and syncs to HubSpot via PhantomBuster | LinkedIn profile URLs from CRM | Synced, enriched contacts in HubSpot via PhantomBuster’s Contact Sender |
| 3. Build and qualify ABM target lists | Identifies and AI-scores decision-makers at target accounts with PhantomBuster | Sales Navigator search URL or company list | Prioritized, AI-scored prospect list |
| 4. Community to pipeline | Extracts and enriches LinkedIn group members into qualified prospects | LinkedIn group URLs | Segmented, enriched member list |
| 5. Reach high-intent leads from competitor posts | Captures engaged prospects from competitor content | Competitor post URLs | High-intent prospect list |
| 6. Convert LinkedIn Ad engagers into leads | Turns ad engagement into outreach opportunities with enriched profiles | Your ad post URLs | Enriched engager list with outreach sequence |
| 7. Automate AI lead qualification and CRM sync | Filters and syncs only ICP-match leads to CRM using AI | Post URLs or follower lists | AI-qualified leads in HubSpot |
| 8. Find and engage with ICPs in LinkedIn groups | Connects with relevant group members matching your ICP | Group URLs | Connected prospects from niche communities |
| 9. Owned content intent monitor | Converts your post engagers into pipeline automatically | Your profile or company page URLs | Weekly list of new post engagers with roles and companies, ready for outreach |
| 10. Safe LinkedIn outreach sequence | Automates connection + follow-up with safety limits via PhantomBuster | Prospect list in Google Sheets | Scheduled outreach with tracking |
Most workflows start from a LinkedIn search URL or a Google Sheet and end with a reviewed lead list synced to your CRM or a scheduled PhantomBuster outreach sequence.
Safe setup and prerequisites in 10 minutes
Before launching any workflow, complete these setup steps.
Connect your LinkedIn session with the PhantomBuster browser extension. Link your CRM, then enable automatic syncing with PhantomBuster’s HubSpot Contact Sender or the relevant CRM sender automation. Prepare a Google Sheet with these columns: first_name, last_name, linkedin_url, company, title, and email.
Safety guardrails keep your account healthy:
- Start small: Begin with 15-20 actions per day for new accounts.
- Add delays: Add natural delays between actions to respect platform pacing.
- Avoid overlap: Don’t run multiple heavy workflows at once.
- Test first: Run on 15-20 leads, review outputs, then scale.
- Monthly cleanup: Withdraw old pending requests to keep your account healthy.
Complete guide of 10 prospecting workflows
1. Warm up leads before outreach
PhantomBuster’s LinkedIn Search Export → Profile Visitor → Auto Follow → Activity Extractor → Auto Liker
Why this works
Profile visits create familiarity before you send connection requests. When prospects see you’ve viewed their profile, followed them, and engaged with their content through a warm outbound strategy, teams often see higher acceptance rates after warm-up touches (30-45% depending on audience and message). This sequence moves prospects from first touch to connection more efficiently by replacing manual pre-engagement steps.
Who it’s for
SDRs, AEs, and anyone running cold outreach who wants better connection acceptance rates.
How to build it
Start by using PhantomBuster’s LinkedIn Search Export automation to build your target list from a saved search.
Next, run PhantomBuster’s LinkedIn Profile Visitor to appear in their notifications. Chain the LinkedIn Auto Follow automation to add another touchpoint.
Use PhantomBuster’s LinkedIn Activity Extractor to find their recent posts. Run the LinkedIn Auto Liker automation to engage with their content.
Outcome
You’ll create multiple touchpoints that build recognition before sending connection requests. Expect higher connection acceptance and smoother handoffs into your first message sequence.
2. Enrich CRM contacts with fresh LinkedIn data
PhantomBuster’s Profile Visitor → Profile Scraper → HubSpot Contact Sender
Why this works
Profile visits add a light touchpoint while PhantomBuster extracts public profile fields you choose (e.g., headline, company, job title). You get endorsements, connection counts, and profile pictures that enrich your CRM records, helping reduce revenue risk linked to poor CRM data quality with CRM data enrichment tools.
Who it’s for
RevOps teams, sales managers, and anyone maintaining clean CRM data for their sales team.
How to build it
Run PhantomBuster’s LinkedIn Profile Visitor on your target list to capture initial profile data.
Use PhantomBuster’s LinkedIn Profile Scraper to gather detailed profile information. Sync enriched data to HubSpot using PhantomBuster’s HubSpot Contact Sender to keep your CRM up to date.
Outcome
Your CRM updates automatically with current titles and companies through HubSpot data enrichment. Reps send more relevant messages, ops spends less time cleaning records, and managers segment by role or seniority in a click.
3. Build and qualify ABM target lists
PhantomBuster’s Sales Navigator Search Export → Company Employees Export → Profile Visitor → AI LinkedIn Profile Enricher
Why this works
ABM starts by identifying the right people inside target accountsABM starts by identifying the right people inside target accounts through B2B prospecting methods. Visiting profiles warms them up while you gather data to score each contact against your ICP with PhantomBuster’s AI LinkedIn Profile Enricher.
Who it’s for
ABM teams, enterprise sales reps, and anyone targeting specific accounts with multiple decision-makers. This workflow combines Sales Navigator, AI qualification, and LinkedIn engagement to build a prioritized list based on your ideal customer profile (ICP). This automates one of the most time-consuming tasks in the sales process.
How to build it
Use PhantomBuster’s Sales Navigator Search Export to identify target accounts that match your criteria.
Extract employees from those companies using LinkedIn Company Employees Export. Run PhantomBuster’s LinkedIn Profile Visitor to add a light touch and collect profile data.
Use PhantomBuster’s AI LinkedIn Profile Enricher to score and qualify leads against your ICP.
Outcome
You’ll build a prioritized list of decision-makers within target accounts. They’re already warmed up through profile visits and ready for personalized outreach.
4. Community to pipeline
PhantomBuster’s LinkedIn Group Members Export → Profile Scraper → LinkedIn Outreach
Why this works
LinkedIn groups that match your ICP provide prospects who share context with youLinkedIn groups that match your ICP provide prospects who share context with you through social prospecting. Community context makes personalization easier, and many teams report higher LinkedIn reply rates than cold email (e.g., ~10% vs ~5% in recent studies).
Who it’s for
This workflow helps sales departments turn niche LinkedIn communities into warm outbound targets, a powerful way to generate meetings without cold calling.
How to build it
Add LinkedIn group URLs you’re a member of to PhantomBuster’s LinkedIn Group Members Export. Collect member profiles and export to Google Sheets.
Add job title and company fields with PhantomBuster’s LinkedIn Profile Scraper. Segment by title and seniority to identify qualified leads. Send value-first messages tied to the group topic.
Outcome
Limit daily member exports (100-200) and space runs across days to respect platform limits. Avoid generic pitches that ignore group context. Monitor acceptance rate by group to identify which communities deliver the best prospects.
5. Reach high-intent leads from competitor posts
PhantomBuster’s LinkedIn Activity Extractor → LinkedIn Post Likers Export → LinkedIn Post Commenters Export → LinkedIn Outreach
Why this works
Competitors’ posts often attract prospects relevant to your market. People engaging there already show intent through their interest in your industry, making them more likely to convert than cold contacts.
Who it’s for
SDRs, BDRs, and sales managers building high-intent prospect lists from competitor engagement.
How to build it
Use PhantomBuster’s LinkedIn Activity Extractor to find recent posts from your key competitors.
Extract engaged users with LinkedIn Post Likers Export and LinkedIn Post Commenters Export. Merge likers and commenters into one targeted list. Automate your outreach with PhantomBuster’s LinkedIn Outreach to connect and follow up.
Outcome
A steady flow of high-intent leads who’ve demonstrated interest in your industry. Reference the post topic in line one (e.g., “Saw your comment on pricing ops—curious how you…”) for personalized outreach that speaks to their existing pain points.
6. Convert LinkedIn Ad engagers into leads
PhantomBuster’s LinkedIn Post Likers Export → LinkedIn Post Commenters Export → LinkedIn Profile Scraper → LinkedIn Outreach
Why this works
Your LinkedIn Ads generate interest. This workflow turns that engagement into conversations by finding users who engaged with your ads, enriching their profiles, and launching targeted outreach.
Who it’s for
Marketing teams, demand gen managers, and sales reps who are converting ad spend directly into pipeline.
How to build it
Identify target LinkedIn Ads with high engagement and copy the post URL.
Use PhantomBuster’s LinkedIn Post Likers Export and LinkedIn Post Commenters Export to collect engaged profiles. Consolidate engager lists and enrich profiles with PhantomBuster’s LinkedIn Profile Scraper.
Launch outreach with PhantomBuster’s LinkedIn Outreach to send personalized connection requests and follow-up messages.
Outcome
High-intent prospects from your ad campaigns, enriched with complete profile data and ready for personalized outreach sequences.
7. Automate AI lead qualification and CRM sync
PhantomBuster’s LinkedIn Post Likers Export → LinkedIn Profile Follower Collector → AI LinkedIn Profile Enricher → HubSpot Contact Sender
Why this works
Send AI-qualified, recently engaged leads directly into your CRM. This workflow extracts prospects showing interest, uses AI for sales prospecting to pinpoint decision-makers matching your ICP, and sends only the best to your CRM.
Who it’s for
Sales managers, RevOps teams, and ABM teams focused on filling their CRM with high-quality, qualified leads.
How to build it
Extract engagement signals using PhantomBuster’s LinkedIn Post Likers Export and LinkedIn Profile Follower Collector. Combine all extracted engagers and followers into one list.
Qualify with PhantomBuster’s AI LinkedIn Profile Enricher using your ICP prompt and AI lead qualification criteria. Filter your database to keep only AI-identified ICP matches.
Sync qualified leads to your CRM with PhantomBuster’s HubSpot Contact Sender.
Outcome
A continuously updated CRM filled with AI-qualified, engaged prospects who match your ideal customer profile. They’re ready for immediate outreach.
8. Find and engage with ICPs in LinkedIn groups
PhantomBuster’s LinkedIn Group Members Export → Filter for ICP → LinkedIn Outreach
Why this works
LinkedIn groups gather professionals discussing topics relevant to your industry. Extract members, filter to your ICP, and connect with prospects already engaged in your space.
Who it’s for
Sales reps and BDRs targeting niche audiences, recruiters sourcing passive candidates, and marketers building community networks.
How to build it
Use PhantomBuster’s LinkedIn Group Members Export to extract up to 2,500 members from a relevant group. Filter your leads database by job title, company size, or keywords to identify your ICP.
Send requests with PhantomBuster’s LinkedIn Outreach and follow up with accepted connections for multi-touch sequences.
Outcome
Build a network of qualified prospects from engaged communities. You’ll see higher acceptance rates than cold outreach.
9. Owned content intent monitor
PhantomBuster’s LinkedIn Activity Extractor → LinkedIn Profile Scraper → LinkedIn Outreach
Why this works
People engaging with your team’s posts are warm prospects showing active interest. Convert them while the post is fresh and your brand is top of mind.
Who it’s for
RevOps teams that are in close cooperation with the marketing team to utilize the in-house generated social media engagement.
How to build it
Add your profile or company page URLs to PhantomBuster’s LinkedIn Activity Extractor. Schedule it to automatically collect weekly engagers.
Enrich with PhantomBuster’s LinkedIn Profile Scraper to add public profile fields (e.g., job title, company, location). If you need emails, use a consent-based source and map fields responsibly.
Message with PhantomBuster’s LinkedIn Outreach, referencing their specific engagement.
Key messaging approach:
- Reference their comment: “Appreciated your comment on our post about sales automation.”
- Acknowledgment ofAcknowledge their like: “Noticed you liked our recent post about pipeline management.”
- Connect the dots: “Your engagement suggests you’re dealing with similar challenges.”
Outcome
Filter out existing customers and opportunities to only focus on new prospects. Pace connection invites to stay within daily caps. Track meetings booked per 100 engagers to measure ROI.
10. Safe LinkedIn outreach sequence: connection + up to 3 follow-ups
PhantomBuster’s LinkedIn Outreach
Why this works
Consistent, respectful follow-ups drive replies without overwhelming prospects. A standard follow-up cadence helps reps stay consistent while respecting reply windows and daily caps.
Who it’s for
Sales representatives working with prospect lists delivered by their marketing teams or business development teams.
How to build it
Import your prospect list into Google Sheets with the required fields.
Use PhantomBuster’s LinkedIn Outreach to send connection requests with or without a personalized note. Schedule up to three follow-ups that trigger only after connection acceptance and no reply.
Use placeholders for name, company, and role—and add one line unique to their post or group to avoid mass messaging.
Outcome
Track connections sent, acceptance %, reply %, and meetings/100 targets. Iterate message lines that underperform. Focus on quality conversations over volume metrics.
Launch these with PhantomBuster in minutes
These templates use PhantomBuster automations, run in the cloud, and require no code—so reps spend time selling, not clicking. PhantomBuster’s AI enrichment summarizes role, seniority, and recent activity to power your first line of personalization.
Getting started takes minutes:
- Sign up: Choose a plan that fits your team size.
- Connect accounts: Link your LinkedIn session via the PhantomBuster extension and connect your CRM. Enable PhantomBuster’s HubSpot Contact Sender or your CRM sender for sync.
- Import data: Copy the Google Sheet template with columns: first_name, last_name, linkedin_url, company, title, email.
- Start small: Begin with Workflow #1 or #2 to see immediate results.
Responsible use matters. These workflows respect LinkedIn’s guidelines when you follow the safety guardrails. Start with 15-20 actions/day on new accounts, increase slowly while monitoring acceptance and reply rates.
Final thoughts: Accelerate results with sales prospecting workflow templates
Ready-to-use prospecting workflows help your team cut manual tasks, keep data current, and book more meetings with targeted outreach.
Ready to boost your sales performance? Sign up for PhantomBuster’s free 14-day trial and start launching these workflows today.
FAQs
Which specific workflow delivers meetings fastest for new sales teams?
Start with Workflow #5 (competitor post engagers) for high-intent prospects showing active interest in your space based on their recent activity. These leads convert faster because they’re already engaged with industry content. Use Workflow #1 (warm-up sequence) when you have time to nurture relationships before asking for meetings.
How do I prevent LinkedIn account restrictions when running multiple workflows?
To avoid LinkedIn automation restrictions, use conservative daily caps of 20-30 actions for established accounts and 15-20 for new ones. Add natural delays between actions to respect platform pacing. Run only one active outreach workflow per account at a time. Withdraw old pending connection requests monthly to maintain a healthy account status.
Can I run these PhantomBuster workflows without LinkedIn Sales Navigator?
Yes, most workflows function with standard LinkedIn accounts. You can use regular LinkedIn search URLs, post URLs, and group URLs with the free version. Sales Navigator adds advanced filters and larger search results, but the core workflows work without it.
What should I do when lead enrichmentWhat should I do when lead enrichment doesn’t provide enough personalization data?
Add fallback lines that work without specific details, like “noticed we’re both in the [industry] space.” Rerun data cleanup to catch missed fields. Segment prospects by role and company size so your messages stay relevant even with limited information.
How do I map PhantomBuster data fields to my CRM without creating duplicates?
Pick a unique identifier like a LinkedIn URL or email address as your dedupe key. Standardize job title and seniority fields using dropdown values rather than free text to prevent dirty data issues. Add “source workflow” and “date added” fields to track which workflows generate the best qualified leads for lead prioritization.
What’s the optimal frequency for running each prospecting workflow?
Run weekly for postengagers to catch fresh intent signals. Run monthly for group member lists when launching new campaigns. Keep a simple calendar to avoid overwhelming your team with leads.
How do I measure ROI from these automated prospecting workflows?
Track meetings booked per 100 targets, replies per 100 connection requests, and pipeline created per week. Compare results by source workflow and segment to identify which delivers the best qualified leads. Use these insights to allocate budget and optimize your standardized sales process.
Can sales managers deploy these workflows across multiple team members?
Share templates across the team and set per-account daily caps and schedules to stay within platform limits. Use unified prompts for AI enrichment to maintain consistency. Create a dashboard by workflow to compare rep results and identify coaching opportunities. Standardized processes deliver predictable results at scale.
What’s the best method to prevent duplicate outreach across different prospect lists?
Deduplicate by email or LinkedIn URL before importing to your CRM. Run a monthly merge pass to consolidate records with the same person across different workflows. Maintain a “do-not-contact” list synced across all workflows to prevent errors and respect prospect preferences.