Welcome to LeadCRM! This guide will walk you through the essential steps to set up your account, connect your tools, and start capturing valuable lead data directly from LinkedIn into your CRM. Best of all, you can get started instantly with our free plan—no credit card required.
Step 1: Sign Up for Your Free LeadCRM Account
Getting started is fast and flexible. You can sign up using your existing Google or Microsoft accounts for single-click access, or use the traditional email and password method.
Single-Click Signup (Google/Microsoft):
On the LeadCRM signup page, choose "Sign up with Google" or "Sign up with Microsoft".
Follow the prompts to authorize your account. This is the fastest way to get started.
Email and Password Signup:
Choose to sign up with your email.
Fill in your name, company email address, and create a secure password.
Complete the registration to access your free plan.
You can sign up either on the Backend here: Signup or directly through the LeadCRM Chrome extension.
Step 2: Log in to the Chrome Extension
The LeadCRM Chrome extension is your primary tool for capturing leads from LinkedIn. After signing up, you'll need to log in to the extension to activate its features:
Click the LeadCRM icon in your browser's toolbar.
Log in using the same method you used to sign up (Google, Microsoft, or email/password).
Once logged in, the extension is ready to sync contact data from LinkedIn to your CRM.
Step 3: Connect Your CRM
Connecting your CRM is a critical step that enables the seamless flow of data. LeadCRM offers native, bi-directional integrations with several popular CRM platforms, including HubSpot, Salesforce, Zoho, Copper and Pipedrive.
To connect your CRM:
Open the LeadCRM Dashboard ➡️ CRM Settings ➡️ Integrations
Select your CRM from the list of supported platforms.
You will be prompted to log in to your CRM account and authorize the connection.
LeadCRM provides detailed, step-by-step guides for each supported CRM on our help portal, few are mentioned here for quick refrence.
Pipedrive Guide
HubSpot Guide
Zoho Guide
Copper Guide
Step 4: Set Up Field Mapping
Field mapping gives you complete control over how information is saved in your CRM. It allows you to match LinkedIn profile fields (like "Job Title" or "Company") to the corresponding fields in your CRM records. This ensures your data remains clean, consistent, and organized according to your workflow.
Here’s how it works:
Navigate to Dashboard ➡️CRM Settings ➡️Field Mappings (Here)
You'll see a list of LinkedIn data points with dropdown menus next to them.
For each data point, select the CRM field where you want that information to be stored.
Once you save your preferences, LeadCRM will automatically apply these rules every time a new contact is added.
Step 5: Add a Contact from LinkedIn
Now for the exciting part—capturing your first lead!
Go to LinkedIn and open the profile of a potential lead.
You will notice the LeadCRM user interface integrated directly onto the page.
Click the Add as Contact button within the LeadCRM panel.
That's it! LeadCRM will automatically capture the available profile information and create a new contact in your CRM, saving you from tedious manual data entry. You can then navigate to your CRM and see the new record neatly populated.
Once Data is Synced UI will change and it will show data from your CRM like this.
Step 6: Enrich Your Data
LeadCRM doesn’t just capture data; it enriches it to provide a more complete picture of your prospects. This can happen automatically when you add a contact or as a separate action for existing contacts. Our free plan provides you with monthly credits to find verified emails and phone numbers.
How it looks:
Before Enrichment: A contact profile might only contain a name, job title, and company.
After Enrichment: The same profile can be updated with verified work emails, phone numbers, and more, sourced from our database of over 700 million B2B contacts.
This enriched data is invaluable for personalizing your outreach and improving your chances of conversion. You'll see this new information directly in your CRM, giving your sales team the actionable intelligence they need to engage effectively.
You are now all set to use LeadCRM to enhance your lead generation process. Start building your pipeline and enjoy a more streamlined and efficient workflow.