Handle LinkedIn profile view signal

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{PROFILE_OWNER}} — Full name of the team member whose LinkedIn is tracked (e.g. "Jane Doe")
• {{INTERNAL_DOMAINS}} — Your own company domain(s) (e.g. "acme.com")
• {{NOTIFICATIONS_CHANNEL}} — Slack channel reference for outcome/debug posts
• {{ENRICHMENT_TOOL}} — Primary contact-enrichment tool available to the agent
• {{FALLBACK_SCRAPER}} — Fallback LinkedIn profile scraper (e.g. an Apify actor)
• {{CRM}} — Your CRM (e.g. HubSpot)
• {{CRM_HYGIENE_SKILL}} — Sub-skill reference: how to create/update companies & contacts in your CRM
• {{EXISTING_RELATIONSHIP_SKILL}} — Sub-skill reference: handling accounts with an open/lost deal
• {{HIGH_INTENT_SKILL}} — Sub-skill reference: potential-MQL scoring & routing
• {{AWARENESS_SKILL}} — Sub-skill reference: net-new ICP awareness logging
• {{TIER_SCALE}} — Your lead-score tiers, low→high (default: Bronze / Silver / Gold / Diamond)
• {{SOLE_SIGNAL_CAP_TIER}} — Max tier when a profile view is the only 1st-party signal (default: Silver)
• {{COOLDOWN_WINDOW}} — Same-session dedup window (default: 1 hour)

Overview

This skill fires when your profile-view tracker (e.g. LeadShark) detects a new view on {{PROFILE_OWNER}}'s LinkedIn profile. Goal: behave exactly like a website visit — resolve the viewer, run the same ICP gate, register them as a known contact only when they pass, and feed them into the MQL pipeline.

The golden rule: the CRM is never polluted. Only a viewer who is identified + company-resolved + not-internal + not-customer + ICP-matched ever reaches a CRM write. Everyone else is silently discarded or logged to org memory only.

The webhook trigger handles only one thing: ignoring events that are not new.profile.visit. All logic lives here.

Channel rule: When outreach is triggered by a LinkedIn profile view signal, keep it LinkedIn-only. Do not create email steps. The contact came to you via LinkedIn — stay on that channel.

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Step 1 — Parse & Validate

The payload arrives as text. Extract the fields listed in references/webhook-payload.md. Key ones:

• data.profile_owner — confirm this is {{PROFILE_OWNER}}; if not, stop silently.
• data.lead.is_anonymous — if true, stop immediately and silently. No enrichment, no CRM writes, no memory writes, no channel post. Anonymous viewers (LinkedIn Premium private mode) are fully discarded.
• data.lead.title is the LinkedIn headline — it often contains no company. Never treat it as a company name.
• data.visit.id is a stable unique token per visit; data.lead.actor_id identifies the person across visits.

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Step 1.5 — Idempotency (Before Any Enrichment)

Profile-view trackers emit multiple visit records for a single viewing session — same person, same actor_id, different visit.id each time. Run two checks before paying for enrichment:

Read the org-level memory note "Profile Views — {{PROFILE_OWNER}} — Processed Visit IDs" (create it if it doesn't exist). Each entry stores: visit.id | actor_id | timestamp.

Check 1 — Exact retry guard: If data.visit.id is already in the note → duplicate webhook redelivery → stop silently. No enrichment, no CRM, no memory writes, no channel post.

Check 2 — Per-person session cooldown: If data.lead.actor_id appears in the note with a timestamp within the last {{COOLDOWN_WINDOW}} → same viewing session split into multiple events → stop silently.

Otherwise: Append data.visit.id | data.lead.actor_id | data.visit_timestamp to the note and continue. Keep only the most recent ~200 entries.

Critical: A genuine repeat view from the same person outside the cooldown window has the same actor_id but passes both checks and re-scores as a stronger signal. This is intentional — the cooldown only collapses rapid same-session duplicates, never real repeat intent.

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Step 2 — Resolve Viewer Identity & Company (Mandatory)

Identifying the person is not the same as resolving the company. You must have both before proceeding.

Do NOT infer the company from the LinkedIn headline. Headlines like "Product | Strategist | Building 0→1" are not company names.

1. Run {{ENRICHMENT_TOOL}} on linkedin_username (or linkedin_url) to retrieve: current company name, company domain, confirmed job title, and country/location.
2. If {{ENRICHMENT_TOOL}} does not return a confident company name + domain — even if it identified the person — you MUST run {{FALLBACK_SCRAPER}} on the profile URL to obtain the current company, domain, and country. The fallback is required here, not optional. A guessed company is worse than UNRESOLVED.
3. You must exit this step with: viewer full name, confirmed title, company name, company domain (both required), country.

Exit condition — UNRESOLVED: If after both tools you still cannot confidently determine a company name + domain:

• Set outcome = UNRESOLVED
• Append the raw data (name, title, linkedin_url, visit.id, timestamp) to the org memory note "Profile Views — {{PROFILE_OWNER}} — Unresolved Viewers"
• Do NOT write anything to {{CRM}}, account memory, or the channel
• Stop.

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Step 3 — Internal Check

If the resolved domain is {{INTERNAL_DOMAINS}} or any other internal domain → stop silently. No CRM, no memory, no channel post.

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Step 4 — CRM Relationship Check (Mirror Your Website-Visit Skill)

Look up the company in your workspace + {{CRM}}:

• Active partner → stop silently. No CRM writes, no scoring, no channel post. Partner accounts are managed by their owner — do not create noise.
• Current customer (Closed Won) → set outcome = EXISTING CUSTOMER. Do NOT create or update any CRM records. Jump to Step 8.
• Active deal or Closed-Lost → open the {{EXISTING_RELATIONSHIP_SKILL}} sub-skill and follow it. After it returns, jump to Step 8 with outcome = EXISTING RELATIONSHIP.
• No existing relationship (net-new) → continue to Step 5.

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Step 5 — ICP Check

Compare the company against your ICP segments.

• Not ICP → set outcome = NOT ICP. Do NOT create or update any CRM records. Do NOT write to account memory. Jump to Step 8.
• ICP match → continue to Step 6.

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Step 6 — Log Signal & Create/Update Company + Contact in {{CRM}}

⛔ Hard gate — read before doing anything in this step:

Do NOT create or update ANY CRM company or contact, and do NOT write to account memory, unless ALL of the following are true: (a) the viewer is not anonymous (b) the company was confidently resolved to a real domain in Step 2 (c) the domain is not internal (Step 3 passed) (d) the account is not an existing customer (Step 4 passed) (e) the account passed the ICP check in Step 5

If any condition fails, skip this step entirely — no CRM writes of any kind.

If all conditions are met:

Log to account memory:

[PROFILE VIEW — {{PROFILE_OWNER}}] [date] — Visit ID: [visit.id]
Viewer: [full name], [title]
LinkedIn: [linkedin_url]
Connection status: [connection_status]
Company: [company name] ([domain])
Country: [country]
Repeat views: [count of prior profile-view entries in this account's memory + 1]

Update the account's state summary in your workspace.

Create/update Company and Contact in {{CRM}} following the {{CRM_HYGIENE_SKILL}} sub-skill:

• Create/update the company record (associate the LinkedIn company page if found)
• Create/update a Contact record for the viewer: name, title, linkedin_url, company, country — even without an email. Associate immediately with the company.
• Add a CRM note on the contact:

  LinkedIn profile view — {{PROFILE_OWNER}}
  • Viewed {{PROFILE_OWNER}}'s LinkedIn profile on [date]
  • Connection status: [connection_status]
  • Visit ID: [visit.id]
  • Repeat view count from this company: [n]
  

• Do not invent custom CRM properties to record the visit — the note above is sufficient. Only use properties that already exist in your CRM.

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Step 7 — Classify Intent & Route to Sub-Skills

Persona gate (evaluate first — overrides all routing below):

Before routing, classify the viewer's persona:

• Strong buyer persona: CRO, VP/Head of Sales, VP/Head of Marketing, CMO, CEO, Co-founder, RevOps Lead, GTM Engineer, Growth Lead, Head of Demand Gen, Agency Owner, or equivalent leadership with buying authority for your product. (Adjust this list to your ICP's buying committee.)
• Weak/non-buyer persona: individual contributor (IC), Support, Finance, HR, Ops, Analyst, IT/Network Engineer, or any junior title without buying authority.

If the viewer is a weak/non-buyer persona: Route to {{AWARENESS_SKILL}} regardless of repeat-view count, connection status, or stacked signals from prior visits. Do NOT route to {{HIGH_INTENT_SKILL}}. Pass the note: "Do NOT send a connection request from {{PROFILE_OWNER}} — viewer is not a buying persona." Stacked-signal tier lifts do not apply; the account stays at {{SOLE_SIGNAL_CAP_TIER}} or below.

High intent → open {{HIGH_INTENT_SKILL}} when the viewer is a strong buyer persona AND ANY of:

• Viewer is a strong buyer persona (as defined above)
• Repeat view: 2+ profile-view entries in account memory from this person or company in the past 30 days
• connection_status = Connected AND persona is at least medium strength

Awareness → open {{AWARENESS_SKILL}} when:

• Viewer is a weak/non-buyer persona, OR
• First view from this company AND viewer is a junior/medium persona

When invoking {{AWARENESS_SKILL}} for a weak persona, pass the explicit note: "Do NOT send a connection request from {{PROFILE_OWNER}} — viewer is not a buying persona."

Sole-signal cap: When calling either sub-skill, pass the explicit instruction: "Profile view cap: if this LinkedIn profile view is the only 1st-party signal on this account (no website visit, no chatbot conversation, no reply to outreach, no prior meeting), score must not exceed {{SOLE_SIGNAL_CAP_TIER}}. Do not score higher on a profile view alone. Additional signals arriving later can lift this cap."

When calling either sub-skill, pass this context:

• Signal type: "LinkedIn profile view on {{PROFILE_OWNER}}"
• Repeat view count
• Connection status
• Viewer name, title, LinkedIn URL
• "Vendor/partner check already completed — not a vendor. ICP check already completed — is ICP. Company and contact already created/updated in {{CRM}}."

The sub-skills run lead scoring, tier assignment, CRM sync, buying-committee enrichment, outreach drafting, and alerts. After they return, continue to Step 8.

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Step 8 — Outcome Post to {{NOTIFICATIONS_CHANNEL}}

Post to {{NOTIFICATIONS_CHANNEL}} only for these outcomes:

• SCORED
• NOT ICP
• EXISTING CUSTOMER
• EXISTING RELATIONSHIP

Do NOT post for: ANONYMOUS (fully silent), UNRESOLVED (not actionable), INTERNAL (fully silent), or duplicate stops.

Post fires after routing and scoring has returned, so the tier is always known.

Message format:

👤 [Full Name] — [title]
Company: [company name] ([domain]) | [country]
Connection: [connection_status]
Repeat views: [n] (this company)
LinkedIn: [linkedin_url]

Outcome: [one of]
  SCORED — [tier from {{TIER_SCALE}}]
  EXISTING CUSTOMER — logged, no scoring
  EXISTING RELATIONSHIP — routed to existing-relationship sub-skill
  NOT ICP — no CRM writes, no scoring

What we did: [one line — e.g. "Contact created in CRM, routed to high-intent
sub-skill, scored Gold, alert sent to the MQL channel"]

Execution: [link]

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What good looks like

A great run means every qualified viewer lands in the CRM fully resolved — real company name and domain, never guessed from a headline — while duplicates, anonymous views, internal views, and non-ICP viewers die silently. Weak personas never trigger connection requests, a lone profile view never scores above the sole-signal cap, and the channel post tells the team in one glance who viewed, the outcome, and exactly what was done.

Mediocre looks like: CRM pollution from headline-guessed companies, repeat-session spam posts, Gold tiers on a single profile view, or noisy posts for outcomes that should be silent.