LinkedIn Messages Sync Feature for Pipedrive

LinkedIn Messages are saved as Pipedrive Activities

LinkMatch can automatically save your LinkedIn conversations as activities in Pipedrive.

Activities are created for each day of the conversation, meaning that if there were 4 messages on 2 different days, there will be 2 activities created in Pipedrive each containing the messages for the corresponding day. We found that this approach to structuring is the most usable and easy to navigate.

Setup

To make messages sync work you need to create or select existing activity type where the messages will be saved.

To do that you need to open the options page and then go to Autosaving Settings. We recommend to create a new Activity Type and name it something like "LinkedIn Conversation".

Please refer the screenshot below. Please note that if you don't have permissions to create a new activity type, you should ask your administrator to do that. Also, you can choose to assign saved activities to the most recent deal of the contact.

Messages sync options

IMPORTANT:

Workflow

After the setup is done, you can open your LinkedIn messages page. LinkMatch saves the messages when the conversation is opened with a person whose profile is already saved in your Pipedrive and which has LinkedIn Profile Link (URL) saved in the profile. So it is important to set up your Parsing options to capture the LinkedIn URL. Please refer tothis tutorial for more details.

There will be an indicator label showing the state of the sync at the top of the messaging panel.

Indicator Label

When sync is in progress the messaging panel might scroll up and down but that will be done only once when the initial sync is happening.

It is important to understand that messages sync happens only when you are in the messaging thread, meaning that when you close the LinkedIn page and someone writes you a message, it will not be synced until you open the message. This proved not to be a problem, because you will eventually open the messages to reply anyway.

The full messaging history is also synced when you save the profile for the first time.

Questions

If you have any questions about LinkedIn messages sync feature please contact us at team@linkmatch.net


Last updated on September 16, 2020