Time Zone & Export Settings
Q: How do I set my time zone in LeadCRM?
A: Go to Account Settings and select your time zone from the "Based on time zone" dropdown. Choose your location (e.g., US/Samoa - 11:00) to ensure all timestamps and scheduling align with your local time.
Q: What does "Export company country information as" do?
A: This setting determines how country information appears when you export data. You can choose between "Country Code" (e.g., US, FR) or full country names (e.g., United States, France) in addresses and exported files.
Q: What is "Clean company name when exporting to CRM"?
A: This feature automatically removes common company abbreviations like Inc, BV, Co., Corp., CV, EEIG, GmbH when syncing data to your CRM, creating cleaner, more standardized company names in your database.
Contact Management & Privacy
Q: What does "Show Contact Updates to" control?
A: This feature will scan your entire connected CRM and suggest which records have gone stale and need updates from our Leads database. This particular switch decides whether stale data notifications should be sent to only the Contact Owner or the whole Team. This feature is not yet available and may be added in the future.
Q: What is the "Name Scrubber" feature?
A: The Name Scrubber automatically cleans profile names by removing unwanted suffixes and prefixes like certifications, degrees, or job titles. For example, it converts "Dr. Jan Rodier, MD, MSc." to just "Jan Rodier" for cleaner contact records.
Q: Can I customize what the Name Scrubber removes?
A: Yes, you can specify which terms to remove in the text field. Separate multiple words with commas (not case sensitive). Examples include: bsn,ceo,certified,copy writer,cpc,digital,dr,drs,expert,freelance,hubspot,internet,lion,lmt,marketing,mba,md,mim,misc,ninja,online,pharma,phd,ppc,seo,sip,videoseo.
CRM Integration & Automation
Q: What does "Create the Contact's Company in the CRM automatically" do?
A: When enabled, LeadCRM automatically creates a company profile in your CRM if it doesn't already exist when adding/updating a contact from LinkedIn. This ensures complete contact-to-company relationships in your CRM system.
Q: How does "Update the Contact's Company in the CRM automatically" work?
A: This setting is used when you click on "Add Contact." If we find more data about the company, you can decide whether to add it. When this is OFF, it will skip updating company details and simply connect the Contact to the company without updating any company information in your CRM. When this is ON, our tool will update company data as well, so you get the latest data without creating duplicate companies.
Q: What happens when "Don't create a Contact in the CRM without a Company attached" is enabled?
A: LeadCRM will only create contacts in your CRM if they have an associated company on LinkedIn. If a contact lacks company information, the contact creation will be aborted, maintaining data quality standards.
Q: What does "Update contact name when updating contacts in CRM" do?
A: This will update the name when we can find the contact information in your CRM using LinkedIn profile data, but the name doesn't match. This happens when the user clicks on "Update CRM" (option available in LinkedIn profile UI -> click on 3 dots on LeadCRM UI and access this option).
Q: What is the "Update CRM" feature?
A: Update CRM allows you to resend all data from LinkedIn to your CRM. If a user was added in the past, this feature allows you to force update Contacts from LinkedIn with the latest information.
Email & Phone Enrichment
Q: What is "Trigger Enrichment Automatically"?
A: This feature allows you to trigger waterfall enrichment as soon as you click on "Add to CRM." This ensures you don't have to first add to CRM and then click enrich separately. This ensures you get faster data automatically without additional manual steps.
Q: What does "Sync enriched data into CRM" control?
A: When enabled, this setting automatically transfers enriched email addresses and phone numbers from your enrichment tools back into your CRM, completing the data enhancement loop. For this to work properly, ensure you have set up Field mapping for Enriched Data correctly, so the tool knows where data must be added in your CRM. If field mapping is not done, this option will not work.
Q: What types of emails can LeadCRM send to my CRM?
A: You can choose from three options: personal emails only (gmail, live.com), professional emails only, or both personal and professional emails. This helps you control the quality and type of contact information in your CRM.
Q: What phone number types can LeadCRM sync to my CRM?
A: You can specify whether to sync mobile numbers only, any phone numbers, or all available phone numbers. This setting allows you to control the type of contact information that gets added to your CRM. Note that this will add only the best number for each mobile/work category available and not all available numbers.
LinkedIn Integration Controls
Q: What does "Strict LinkedIn URL match only" do?
A: When enabled, this setting will search for a person in your CRM only using their LinkedIn URL and will not try email/name/company matching logic. This is applicable when a person is in your CRM but not synced using LeadCRM, so it will show the person's info with a small "Sync with LeadCRM" button.
Q: What is "Associate new Deals to Contact's Company"?
A: This feature automatically links new deals to the contact's associated company in your CRM, maintaining proper relationship hierarchies and ensuring deals are properly attributed to the correct organization.
Q: What does "Prevent non-admin users from editing CRM fields mapping" do?
A: This security feature restricts CRM field mapping changes to admin users only. Non-admin team members won't be able to modify how LinkedIn data maps to CRM fields, maintaining data integrity and consistency.
Display & Deal Management
Q: What are the "CRM LinkedIn Overlay" options?
A: There are 2 options: "Always Show" and "Show on Click." The default is "Always Show." This option allows users to determine when LeadCRM should show the data. When set to "Always Show," whenever you navigate to any LinkedIn profile, it will show the full data by adding its own UI. But if you set this to "Show on Click," LeadCRM will give you the option to only show the UI when you click on a button on the LinkedIn interface. This ensures you see the data when needed and can remove the always-showing LeadCRM UI.
Q: How does "Custom Deal name" work?
A: You can customize the default template for new deal names using placeholders like #companyname, #firstname, and #lastname. For example, "#companyname / #firstname #lastname" would create deals named "Acme Corp / John Smith".
API Access & Webhooks
Q: What is the API Key feature for?
A: The API Key provides access to LeadCRM's public APIs, allowing you to integrate LeadCRM data with other applications and build custom automations. This feature is only available on the Grow plan or higher.
Q: How do I generate an API Key?
A: Click the "Generate Key" button in the API Key section of your account settings. You'll need to be on the Grow plan or higher to access this feature.
Q: What is the "Save webhook url" feature?
A: This feature allows you to set up a webhook that will ping your specified URL when enrichment completes as part of the Public APIs. This enables real-time notifications when data enrichment processes are finished.
Q: Where can I find API documentation?
A: You can access comprehensive documentation for LeadCRM's public APIs at https://api.leadcrm.io, which includes endpoints, parameters, and example requests.