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How to easily Sync Linkedin Messages to SalesForce

This guide explains how to sync your LinkedIn messages directly to SalesForce using LeadCRM with just a single click.

Bhavin Mehta avatar
Written by Bhavin Mehta
Updated this week

Prerequisites

Before you begin, make sure:

  • You have the LeadCRM Chrome Extension installed and are logged in.

  • Your SalesForce account is connected to LeadCRM (See how to connect).

Step 1: Open LinkedIn

  • Log in to LinkedIn.

  • Open the chat window with the contact whose messages you want to sync.

Step 2: Add & Sync Prospect

Click on Add as Contact, wait for few seconds and this prospect will be created in your CRM (if does not already exist), along with this conversation also will be synced.
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Now this prospect will be tracked for all future conversations and it will be automatically synced as they happen over period.
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Once chat is syned you will see updated screen like this:

Step 3: Verify on SalesForce : Chat synced with CRM

  • LeadCRM will push the conversation history from LinkedIn as a Activity under the selected contact in your SalesForce account.

Next Step

Learn How to Set Up Waterfall Enrichment.

📌 Need Help?

If you face any issues or have questions, please reach out to our Support Team via chat or email ([email protected]). We’re here to help you get the most out of LeadCRM.

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