Key Benefit: Access all your CRM data directly on LinkedIn profiles without switching tabs - view contacts, deals, notes, and tasks in real-time while prospecting.
LeadCRM.io enables you to overlay your Cnnected CRM's contact details, deals, notes, and tasks directly on LinkedIn profiles through a Chrome extension. This integration streamlines your sales workflow by providing instant access to CRM data while you browse LinkedIn.
PS: You can define any field from CRM to be shown on Linkedin by adding it as Additional Field.
Contact Details 👲
Once you have connected your CRM account , simply navigate to any Linkedin profile and if that person is present in your CRM, you will see the basic details like Contact Owner, Lifecycle, company name, Email etc.
Now if you wish to show more fields from CRM (CRM's User defined fields are also supported) on LinkedIn, you can simply click on Edit fields-> Add field -> Select the field you want to add and Hit Save.
Now moving forward you will see value of that field for every profile on Linkedin.
Notes and Tasks 📝
You can notice the Tasks and Notes are shown in the same screen. You can click on Notes or Task and acces all the Notes/Task associated with this contact.
You can also Add/Edit/delete Notes & Tasks from LinkedIn itself without switching tabs.
Deals 🤝
You can click on the Deals Section on the top bar. And LeadCRM will show all the Deals associated with this prospect.
You can Create/Edit/Delete deals from same screen.
Hope this guide was useful. You can customize what fields are shown on LinkedIn simply by usin Additional Fields for Contacts and Deals both.
📌 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.