demobook

Multichannel (email+LI+call)

Reach prospects across email, LinkedIn, and calls in one sequence.

Multichannel (email+LI+call) Tutorials

58 demos
May 2026 · 467 viewsMinorCoMinorCo
5:331:10Pipedrive
Managing sales activities with custom filtersShows how to use the Activities page and create custom filters for incomplete tasks due today to manage a daily sales workflow.Multichannel (email+LI+call)
6:431:07Pipedrive
Executing follow-ups from the activity loopDemonstrates the 'activity loop' workflow: opening a deal from the activity list, sending a follow-up email, and marking the task as complete.Multichannel (email+LI+call)
12:560:42Pipedrive
Nurturing relationships with the Contact TimelineDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.Multichannel (email+LI+call)
Jun 2025 · 1.2K viewsLeadLoftLeadLoft
1:330:54Lead Loft
Build a multichannel AI playbookShows the generation of a multichannel sequence including email, LinkedIn steps, and cold calling tasks using AI.Multichannel (email+LI+call)
Apr 2026 · 114 viewsEric BaykesEric Baykes
41:522:38GoHighLevel
Set up Review Balancing for Google and FacebookShows how to configure review balancing to split incoming reviews between Google and Facebook to maintain a balanced online presence.Multichannel (email+LI+call)
59:3513:10GoHighLevel
Build a Complex Review Automation WorkflowDemonstrates a sophisticated automation tree that branches based on whether a customer has a phone number, uses WhatsApp, or is an international client to ensure review requests are delivered.Multichannel (email+LI+call)
Feb 2026 · 298 viewsVincent RobinVincent Robin
23:456:59Waalaxy
Set up a multichannel outreach campaignStep-by-step walkthrough of creating a sequence that includes LinkedIn connection requests, messages, and follow-up emails.Multichannel (email+LI+call)
May 2026 · 34 viewsSalesloftSalesloft
0:471:39Salesloft
Set up individual and team goals in SalesloftThe video demonstrates how to navigate to the coaching module and set specific metrics for accounts, cadences, and emails sent on a weekly or monthly basis.Multichannel (email+LI+call)
2:271:57Salesloft
Track rep activity and coaching metricsA demonstration of the coaching dashboard where managers can track daily team activity, identify reps falling behind, and highlight those exceeding targets.Multichannel (email+LI+call)
Feb 2026 · 775 viewsJordan Park | RevPilot — Close CRM & Sales OpsJordan Park | RevPilot — Close CRM & Sales Ops
18:594:07Close CRM
Building automated sales workflowsShows how to create a multi-step workflow triggered by lead actions, including automated email sends and task creation for reps.Multichannel (email+LI+call)
Apr 2026 · 779 viewsSoftware ScopeSoftware Scope
17:071:59Smartlead
Managing replies in the Master InboxA walkthrough of the Master Inbox feature, showing how to manage unified replies, use AI lead categorization, and move leads to sub-sequences.Multichannel (email+LI+call)
Oct 2025 · 856 viewsVincent RobinVincent Robin
13:186:31Dripify
Building a multichannel sequence in DripifyA step-by-step walkthrough of creating a custom campaign that combines LinkedIn connection requests, messages, and cold emails with automated delays.Multichannel (email+LI+call)
Mar 2026 · 40 viewsKonstantinos ChristopoulosKonstantinos Christopoulos
1:053:58Reply.io
Setting up Reply.io Webhook SubscriptionsThe video demonstrates how to configure API keys and set up webhook subscriptions within Reply.io to trigger events for bounces and responses.Multichannel (email+LI+call)
Oct 2025 · 122 viewsOutreachOutreach
0:234:44Outreach
Analyze Sales Execution and Activity TrendsGreg walks through the Sales Execution report, demonstrating how to compare time frames (month-over-month) and analyze activity metrics like prospects contacted, sequence usage, and email sentiment.Multichannel (email+LI+call)
Dec 2025 · 758 viewsHoani TaylorHoani Taylor
7:250:39Smartlead
Organizing client campaigns with foldersShows how to use the folder structure in Smartlead to keep multiple client accounts and backup clusters organized at scale.Multichannel (email+LI+call)
Dec 2025 · 1.5K viewsInstantlyInstantly
13:204:31Instantly
Setting up HeyReach integration in InstantlyThe demo shows how to use the new campaign editor in Instantly to trigger LinkedIn actions via HeyReach, including setting up API keys and selecting campaign options.Multichannel (email+LI+call)
Dec 2025 · 201 viewsOutreachOutreach
0:150:41Outreach
Managing sales tasks in the Outreach mobile appA walkthrough of the mobile home screen showing how to execute tasks like calls, emails, and LinkedIn touches while on the road.Multichannel (email+LI+call)
Nov 2025 · 1.3K viewsHeyReachHeyReach
1:011:59HeyReach
Sync HeyReach leads to Instantly email sequencesThe demo shows how to add an 'Add to Instantly' action step within a HeyReach campaign cadence to automatically push LinkedIn leads into an email sequence.Multichannel (email+LI+call)
3:091:30Instantly
Configure Instantly webhook for HeyReach integrationThe video demonstrates selecting the Instantly account, mapping the campaign URL, and saving the webhook settings to ensure lead data flows correctly back to HeyReach.Multichannel (email+LI+call)
May 2025 · 1.8K viewsReplyReply
3:192:30Reply.io
Building a conditional multichannel sequenceA step-by-step walkthrough of creating a sequence that branches based on LinkedIn connection status and engagement, including email templates and LinkedIn automation steps.Multichannel (email+LI+call)
Feb 2026 · 124 viewsSimple AnswersSimple Answers
2:160:57Reply.io
Creating a multichannel sequence in Reply.ioThe video demonstrates how to select sequence templates in Reply.io, including multichannel options that combine email and LinkedIn steps.Multichannel (email+LI+call)
5:440:18Reply.io
Managing replies in the Reply.io InboxThe presenter shows the unified inbox feature where users can manage conversations and follow-ups from their campaigns.Multichannel (email+LI+call)
Feb 2026 · 1.2K viewsAlex ZartarianAlex Zartarian
31:272:33Smartlead
Using the Master Inbox for Lead ManagementShows the Master Inbox feature where users can view all replies, filter by sentiment (e.g., interested), and respond to prospects directly.Multichannel (email+LI+call)
Oct 2025 · 1.2K viewsSoftwareFindsSoftwareFinds
6:572:18Close CRM
Building automated sales workflowsThe video walks through setting up a multi-step sequence (Workflows) including automated emails, follow-up tasks, and conditional logic.Multichannel (email+LI+call)
Oct 2025 · 1.6K viewsVincent RobinVincent Robin
19:342:39Expandi
Managing LinkedIn replies and lead taggingShows the Expandi smart inbox where users can reply to prospects and tag them based on interest level.Multichannel (email+LI+call)
Oct 2025 · 375 viewsOutreachOutreach
8:120:52Outreach
Executing tasks with the Outreach 360 view and dialerDemonstrates the task execution screen where reps can use the built-in dialer and calendar to call prospects and book meetings directly within the workflow.Multichannel (email+LI+call)
Oct 2025 · 2.8K viewsHeyReachHeyReach
9:165:36HeyReach
Building a LinkedIn outreach sequence with inbox rotationDemonstrates setting up a campaign sequence including connection requests, personalized messages with variables, and follow-up steps while rotating between multiple sender accounts.Multichannel (email+LI+call)
Jan 2026 · 2.7K viewsTim YakubsonTim Yakubson
18:343:31HeyReach
Managing the Unified InboxDemonstrates the master inbox feature where users can monitor and reply to messages from all connected LinkedIn accounts in one place.Multichannel (email+LI+call)
May 2025 · 3.1K viewsJordan Park | RevPilot — Close CRM & Sales OpsJordan Park | RevPilot — Close CRM & Sales Ops
4:140:55Close CRM
Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.Multichannel (email+LI+call)
Aug 2025 · 20.9K viewsMinorCoMinorCo
32:582:53Pipedrive
Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.Multichannel (email+LI+call)
Aug 2025 · 2.2K viewsBusiness SolutionBusiness Solution
8:083:15Reply.io
Setting up a multichannel sequence in Reply.ioWalks through the creation of a sequence involving LinkedIn touches, AI-generated personalized messages, and email follow-ups.Multichannel (email+LI+call)
Jun 2025 · 4.3K viewsMinorCoMinorCo
5:052:28Pipedrive
Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.Multichannel (email+LI+call)
Feb 2025 · 39.3K viewsDripifyDripify
1:595:45Dripify
Building a multichannel outreach sequenceDemonstrates the drag-and-drop sequence builder to combine LinkedIn connection requests, profile views, and email follow-ups with conditional logic.Multichannel (email+LI+call)
May 2025 · 1.6K viewsJordan Park | RevPilot — Close CRM & Sales OpsJordan Park | RevPilot — Close CRM & Sales Ops
5:314:01Close CRM
Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.Multichannel (email+LI+call)
Aug 2025 · 1.5K viewsHeyReachHeyReach
17:011:45HeyReach
Building a multichannel sequence with LinkedIn and EmailA walkthrough of adding email steps into a LinkedIn automation sequence, including subject lines and follow-up logic.Multichannel (email+LI+call)
May 2025 · 67.5K viewslemlistlemlist
9:582:16lemlist
Building a multichannel sequence in lemlistDemonstration of setting up an automated outreach sequence that combines LinkedIn steps with email follow-ups.Multichannel (email+LI+call)
May 2025 · 125 viewsSalesloftSalesloft
0:464:14Salesloft
AI-driven meeting follow-up in SalesloftThe demo shows how Salesloft's Conversation Intelligence pulls key moments, competitor mentions, and action items from a recorded meeting to generate follow-up email tasks.Multichannel (email+LI+call)
Apr 2025 · 463 viewsPhylux ExpressPhylux Express
12:350:28Pipedrive
Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Multichannel (email+LI+call)
Apr 2025 · 1.3K viewsTim YakubsonTim Yakubson
10:510:39HeyReach
Managing replies with the HeyReach UniboxDemonstration of the universal inbox feature that allows users to manage and reply to LinkedIn messages from multiple accounts in one place.Multichannel (email+LI+call)
Oct 2025 · 873 viewsEthan Wood | CRM & Automations Expert Ethan Wood | CRM & Automations Expert
4:481:49Pipedrive
Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.Multichannel (email+LI+call)
Oct 2025 · 7.8K viewsInstantlyInstantly
18:001:51Instantly
Manage replies and opportunities in Instantly UniboxShows the Unibox interface for managing incoming replies, tagging interested leads, and tracking conversion opportunities.Multichannel (email+LI+call)
Jun 2025 · 261 viewsSmartReach.ioSmartReach.io
1:391:00SmartReach.io
Building a multichannel sequenceDemonstrates adding LinkedIn connection requests and conditional follow-up steps (like calls or messages) into a campaign workflow.Multichannel (email+LI+call)
Feb 2025 · 297 viewsNazim Agabekov Nazim Agabekov
9:583:29Pipedrive
Scheduling activities and reminders in PipedriveDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.Multichannel (email+LI+call)
May 2025 · 182 viewsSalesloftSalesloft
0:381:59Salesloft
Automate meeting follow-ups with Rhythm PlaysThe video shows how to use Salesloft Rhythm to trigger a pre-populated follow-up email action immediately after a meeting ends.Multichannel (email+LI+call)
Apr 2025 · 2.4K viewsReplyReply
5:430:57Reply.io
Setting up multichannel sequencesShows how to combine email, LinkedIn actions, and manual tasks into a single automated outreach workflow.Multichannel (email+LI+call)
Apr 2025 · 1.2K viewsOutreachOutreach
0:391:35Outreach
Managing multi-threaded account engagementDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.Multichannel (email+LI+call)
Apr 2025 · 4.3K viewsSmartleadSmartlead
16:182:35Smartlead
Managing replies in the Master InboxShows how to manage all incoming replies from one centralized inbox, including lead categorization and snoozing conversations.Multichannel (email+LI+call)
Apr 2025 · 21.8K viewsMatt LuceroMatt Lucero
16:182:35Smartlead
Managing replies in the Master InboxA walkthrough of the centralized Master Inbox where users can categorize leads, snooze conversations, and reply to prospects.Multichannel (email+LI+call)
Aug 2024 · 29.3K viewsApolloApollo
14:141:18Apollo
Setting up LinkedIn automation steps in Apollo sequencesShows the different LinkedIn-specific tasks available in Apollo sequences, including connection requests, messages, and profile view reminders.Multichannel (email+LI+call)
Feb 2025 · 301 viewsSalesforgeSalesforge
8:420:28Waalaxy
Managing conversations in Waalaxy InboxBriefly shows the unified inbox feature for managing LinkedIn conversations across multiple accounts in one interface.Multichannel (email+LI+call)
Mar 2025 · 5.7K viewsHeyReachHeyReach
1:01:282:40HeyReach
Managing LinkedIn conversations in a Unified InboxShows the HeyReach unified inbox where users can manage messages from multiple LinkedIn accounts and tag prospects.Multichannel (email+LI+call)
Aug 2024 · 1.1K viewsOutreachOutreach
1:061:58Outreach
Managing daily tasks and pipeline in OutreachGrace shows how she uses the Outreach dashboard to prioritize tasks, sync items, and track the progress of specific opportunities in her pipeline.Multichannel (email+LI+call)
5:253:27Outreach
Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.Multichannel (email+LI+call)
Jul 2024 · 1.6K viewsNiks Jansons l Stay SharpNiks Jansons l Stay Sharp
10:021:54Pipedrive
Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.Multichannel (email+LI+call)
Jan 2025 · 1.3K viewsZoomInfoZoomInfo
20:453:21ZoomInfo
Multi-threading and Sequence ManagementWalks through identifying multiple decision-makers at an account and adding them to a multi-step outreach sequence.Multichannel (email+LI+call)
Oct 2024 · 861 viewsSnovioSnovio
4:191:45Snov.io
Building a multichannel sequence in Snov.ioThe video demonstrates how to set up an automated sequence that combines LinkedIn connection requests with follow-up email delays.Multichannel (email+LI+call)
Jul 2024 · 1.5K viewsSam Queen, CloseDrSam Queen, CloseDr
19:467:21Close CRM
Creating Smart Views for Lead ManagementShows how to use filters to create 'Smart Views' that help sales reps and closers manage their daily outreach and follow-ups based on lead status.Multichannel (email+LI+call)
Jul 2024 · 7.9K viewsMichael Gardiner - B2B Strategies Michael Gardiner - B2B Strategies
36:052:33Instantly
Managing replies in the UniboxDemonstrates the centralized Unibox feature for viewing and responding to replies from all connected email accounts.Multichannel (email+LI+call)