Prerequisites
Before you begin, make sure:
You have the LeadCRM Chrome Extension installed and are logged in.
Your Zoho 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.
Now this prospect will be tracked for all future conversations with past conversations already synced) and it will be automatically synced as they happen over period.
Once chat is syned you will see updated screen like this:
Step 3: Verify on Zoho : Chat synced with CRM
LeadCRM will push the conversation history from LinkedIn as a Note under the selected Contact/Lead in your Zoho 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.