Keep social outreach and follow-ups organized

Choose which events to record

LBList-building agent

Add an activity type such as connection accepted if you want to track that event separately from general notes.

• GET /v1/schema
• POST /v1/schema/activity-types

• An activity type for accepted connections

Save the contact profile

LBList-building agent

Create a person record using their LinkedIn URL or email. Add the person to the campaign list so the team can track their status.

• POST /v1/people
• POST /v1/lists
• POST /v1/lists/{id}/members

• Contact records matched by profile URL or email
• A campaign list

Create a research task

LBList-building agent

Add a task for each contact that needs research. An available agent can claim it before starting work.

• POST /v1/tasks
• GET /v1/tasks

• A research task for each contact

Record the research

RSResearch agent

After reviewing the profile with its own tools, the agent saves a note and source. It marks whether the contact fits the campaign and completes the task.

• POST /v1/tasks/{id}/claim
• POST /v1/activities
• PATCH /v1/lists/{id}/members/{member_id}
• POST /v1/tasks/{id}/complete

• Research notes
• A campaign decision
• A completed task

Write a draft

MSMessaging agent

Save the recipient and message in a LinkedIn task. The task holds the draft for review; sending happens through your own account.

• POST /v1/tasks

• A message draft linked to the contact

Review the wording

YOUA human

Read the message and previous follow-ups in the dashboard. Edit the draft or claim the task if you want to handle the conversation yourself.

• PATCH /v1/tasks/{id}
• POST /v1/tasks/{id}/claim

• Your draft changes or task claim

Send and plan the follow-up

MSMessaging agent

Send from your own account, record the result, and create the next task if needed. Link that task to the previous message to keep the conversation together.

• POST /v1/tasks/{id}/complete
• POST /v1/tasks

• The recorded send result
• A linked follow-up task

Record replies and connection updates

CVConversation agent

Have your agent log a reply or accepted connection when it sees one in your account. The CRM does not monitor the social platform itself.

• POST /v1/activities
• GET /v1/activities

• Reply and connection activity on the contact

Record requests to stop

CVConversation agent

Mark a person do not contact and save the reason. This prevents new outreach tasks for that record; also stop sends in your external account or tools.

• PATCH /v1/people/{id}

• The contact’s stop request and status

Create a deal when there is an opportunity

CVConversation agent

If a conversation turns into a sales opportunity, open a deal linked to the existing contact and update its stage as the discussion progresses.

• POST /v1/deals
• POST /v1/deals/{id}/stage

• A deal linked to the contact
• Recorded stage changes