sales navigator
sales navigator

Sales Navigator Auto Connect

The Sales Navigator Auto Connect automation streamlines LinkedIn networking by sending connection requests to targeted leads automatically. Ideal for founders, sales managers, and marketers, it offers input flexibility (Google Sheets or CSV), scheduling, and output to Google Sheets or CSV. Run seamlessly via cloud or desktop for efficient and scalable outreach.

Sales Navigator Auto Connect

    Tutorial

    Overview

    The Sales Navigator Auto Connect automation allows you to send LinkedIn connection requests to potential leads automatically. This tool is ideal for founders, marketers, and sales professionals seeking to expand their LinkedIn network efficiently. Configure the automation with ease, export data to Google Sheets or CSV, and run it via the cloud or desktop.

    Step 1: Log in to TexAu and Connect Sales Navigator

    • Log in to your TexAu account at v2-prod.texau.com.
    • Go to Accounts and connect your LinkedIn account. You can choose one of these methods:
      • Share via Magic Link: Share the link, copy it to your browser, and follow the steps to integrate your Sales Navigator account securely.
      • Add Account: Sync cookies and browser data with TexAu for seamless integration.

    Tip: Use Magic Link for an easy and secure connection.

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    Step 2: Choose Cloud or Desktop Execution

    • Decide how you want to run the automation:
      • Cloud Mode: Automates tasks on TexAu’s servers with built-in proxies. You can add custom proxies via Settings > Preferences > Proxies.
      • Desktop Mode: Runs automation on your local device using your IP address.

    Tip: Desktop mode saves cloud runtime credits and gives more control over the process.

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    Step 3: Search for the Particular Sales Navigator Automation

    • Navigate to the Automation Store on TexAu.
    • Use the search bar to find Sales Navigator Auto Connect automation.
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    Step 4: Select Your Input Source

    Sales Navigator Auto Connect automation ensures that you expand your LinkedIn network seamlessly while maintaining the human touch in your connection requests. Simply configure your inputs, customize messages, and let TexAu handle the rest!

    Single Input

    1. Account: Choose your Sales Navigator account.
    2. LinkedIn Profile URL: Paste the LinkedIn profile page URL.
    3. Message (Optional):
      • Write a custom invitation message.
      • Include Personalization Tags such as First Name, Last Name, and Full Name.
      • Utilize Inputs like Company Name, List URL, and SalesNav Company URL.
      • Generate AI suggestions using Insert AI Template for effective communication.

    Google Sheets

    1. Connect Google Sheets
      • Select a Google account and connect a spreadsheet containing LinkedIn profile URLs.
      • Ensure the selected sheet has a header row.
    2. Adjust Processing Settings
      • Number of Rows to Process (Optional): Define how many rows to process.
      • Number of Rows to Skip (Optional): Specify rows to skip, if needed.
    3. Provide Input Details
      • LinkedIn Profile URL: Choose the column with LinkedIn profile URLs.
      • Message (Optional):
        • Use Personalization Tags for names.

        • Insert Inputs like Company Name, List URL, or SalesNav Company URL.

        • Add AI-generated templates using Insert AI Template for optimized messaging.

          Optional Advanced Feature:

          • Loop Mode: Enable Loop Mode to re-process the Google Sheet from the beginning once all rows are completed. This is useful for tasks that require recurring updates.

          • Watch Row (Optional)

            Watch Row feature detects new rows in Google Sheets and triggers workflows automatically, reducing manual workload.

            Configure Watch Row by selecting an execution interval and setting an end date.

            Watch Row Schedule

            • None
            • Scheduling Intervals (e.g., every 15 minutes, every hour)
            • One-Time Execution
            • Daily Execution
            • Weekly Recurrence (e.g., every Tuesday and Friday)
            • Monthly Specific Dates (e.g., 14th and 30th)
            • Custom Fixed Dates (e.g., August 9)

            By default, Watch Row runs every 15 minutes and continues for five days unless modified.

            With Watch Row, TexAu ensures workflows stay dynamic and automated.

    Process a CSV File

    This option allows you to use a static CSV file for Sales Navigator Auto Connect.

    1. Upload the File
      • Click Upload CSV File and select the file containing Sales Navigator profile URLs.
      • TexAu will display the file name and preview its content for verification.
    2. Adjust Processing Settings
      • Number of Rows to Process (Optional): Define how many rows you want to process.
      • Number of Rows to Skip (Optional): Specify rows to skip, if needed.
    3. Provide Input Details
      • Sales Navigator Profile URL: Ensure the correct column contains the Sales Navigator profile URLs.
      • Message (Optional): Add a personalized message using Personalization Tags (e.g., First Name, Last Name, Company Name).
        • Use dynamic inputs like Company Name, List URL, or SalesNav Company URL from your CSV data.
        • Utilize the Insert AI Template feature for AI-generated message suggestions.
    4. Sales Navigator Account
      • Select your Sales Navigator Account from the dropdown to run the automation.
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    Step 5: Schedule the Automation (Optional)

    Set up the schedule for when you want the automation to run. Click Schedule and choose a frequency:

    • None
    • At Regular Intervals (e.g., every 8 hours or daily)
    • Once
    • Every Day
    • Specific Days of the Week (e.g., every Monday)
    • Specific Days of the Month (e.g., 1st and 15th)
    • Specific Dates (e.g., December 31)

    Tip: Scheduling helps maintain a steady outreach cadence without manual intervention.

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    Step 6: Set an Iteration Delay (Optional)

    Avoid detection and simulate human-like activity by setting an iteration delay. Choose minimum and maximum time intervals to add randomness between actions. This makes your activity look natural and reduces the chance of being flagged.

    • Minimum Delay: Enter the shortest interval (e.g., 10 seconds).
    • Maximum Delay: Enter the longest interval (e.g., 20 seconds).

    Tip: Random delays keep your automation safe and reliable.

    Step 7: Choose Your Output Mode (Optional)

    Choose how to save and manage the extracted alumni data. TexAu provides the following options:

    • Append (Default): Adds new results to the end of existing data, merging them into a single CSV file.
    • Split: Saves new results as separate CSV files for each automation run.
    • Overwrite: Replaces previous data with the latest results.
    • Duplicate Management: Enable Deduplicate (Default) to remove duplicate rows.

    Tip: Google Sheets export makes it easy to collaborate with your team in real time.

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    Step 8: Access the Data from the Data Store

    After the automation completes, go to the Data Store in TexAu. Locate the Sales Navigator Auto Connect automation and click See Data to view or download the connection request details.

    The Sales Navigator Auto Connect automation helps you scale LinkedIn connections effortlessly. With flexible input options, scheduling, and detailed output management, this tool streamlines your outreach strategy while maintaining professional accuracy.

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