The template scrapes a 'Saved list of leads', extracting their profile links and names. It then opens each profile link in Chrome, clicks on the menu option, clicks 'Connect' and enters a customized message for each lead using their name. Finally, it clicks 'Send invitation'. This process ensures that a personalized message is sent iteratively to each lead when connecting.

Get started: Set up your Lead lists on Sales Navigator

Begin by creating and saving your lead list in Sales Navigator.

Install the Sales Navigator Messenger Connection bot

If you're a new user, first click 'Install Chrome Extension', then create a free Axiom.ai account to be able to edit the template.

Once installed, click 'Start'.

Axiom.ai will guide you through the steps you need to configure in the app.

Configure your Sales Navigator Messenger Connection bot in four easy steps

• Step 1.0 - Get a list of links to pages from a URL
  • URL - Insert your 'Saved list of leads' URL
  • Max Results - Controls how many leads you connect and message
• Step 2.0 - Loop through data
  • Step 2.1 - Go to page
    • Preconfigured
  • Step 2.2 - Split a name into columns
    • Preconfigured - Extracts first name
  • Step 2.3 - Click Element
    • Preconfigured - Clicks menu button
  • Step 2.4 - Click Element
    • Preconfigured - Clicks 'Connect' button
  • Step 2.5 - Wait
    • Preconfigured
  • Step 2.6 - Enter Text: Type your message
    • Text - Enter message to be sent
  • Step 2.7 - Click Element
    • Preconfigured - Clicks 'Send invitation' button
  • Step 2.9 - Wait
    • Preconfigured - Waits for connection request to be sent

Run your Sales Navigator Messenger Connection bot

To test the Sales Navigator Messenger Connection bot, disable 'Step 2.8: Press Key(s)' to prevent sending messages.

Tips

We recommend you watch the video to troubleshoot. If you wish to schedule the bot you will need to share the Cookie in settings or add steps to login.

• Step 1.0 - Get a list of links to pages from a URL
  • Not loading the correct page? Check that your 'Saved List of Leads' URL is correctly inserted here
  • Can I change the amount of people we connect with? Yes change the 'Max results'
• Step 2.0 - Loop through data
  • Step 2.1 - Go to page
    • Not looping through profiles? Ensure [scraped-link-data] is inserted with the correct column containing the links selected
  • Step 2.3 - Click Element:Message
    • Not clicking the message button? Reselect the element
  • Step 2.6 - If condition
    • Step 2.6.1 - Enter Text: Subject (required)
      • Subject line not added during run? - check you have inserted text
  • Step 2.7 - Enter Text: Type your message
    • Message not added during run? - check you have inserted text

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