LinkedIn Messages Sync Feature for Zoho CRM

How LinkedIn Messages are saved in your Zoho CRM?

LinkMatch can automatically save your LinkedIn conversations as Notes or as a content of a custom field in your Zoho CRM.

Notes are created for each day of the conversation, meaning that if there were 4 messages on 2 different days, there will be 2 notes created in Zoho CRM each containing the messages for the corresponding day. We found that this approach to structuring is the most usable and easy to navigate. Please refer the screenshot below.

Notes with messages in Zoho CRM

Setup

To make messages sync work you need to choose whether you want messages to be saved as Notes or in a custom field.

To do that you need to open the options page and then go to Autosaving Settings.

Please refer the screenshot below.

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 Zoho CRM 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 15, 2020