How Matching Works in LeadCRM
LeadCRM always shows you a suggestion (never auto-syncs). By default, it follows this reliable two-step process across all CRMs:
Step 1 – LinkedIn URL Match
LeadCRM searches all text fields in your CRM records for the exact LinkedIn profile URL (linkedin.com/in/john-doe-123).
Example: Finds URL in HubSpot custom field → Suggests that record ✓Step 2 – Name Fallback
No URL found? Searches Name fields only (First + Last Name).
Example: No URL but "John Doe" matches in Pipedrive → Suggests that record ✓
Important: This is just a suggestion. Even if LeadCRM suggests the wrong person, you can always click "Wrong match? Search & Link" to manually search and select the correct record. Nothing syncs until you approve it.
Strict LinkedIn URL Match Only (Precision Toggle)
Settings → "Strict LinkedIn URL match only" (simple ON/OFF switch)
Default (Flexible) | Strict URL Only |
✅ URL match → Suggest | ✅ URL match → Suggest |
✅ Name match → Suggest | ❌ No URL → No suggestion |
Best for messy HubSpot/Pipedrive data | Best for Salesforce accuracy |
Note: Sales Navigator lists may not highlight due to LinkedIn limitations.
You Always Have Full Control
LeadCRM never auto-syncs – every suggestion requires your approval:
1. LeadCRM suggests: "John Doe (HubSpot)" ℹ️
2. Wrong person? → Click "Wrong match? Search & Link"
3. Search bar opens → Type/select correct record
4. Click "Sync" → Only THEN it saves to CRM ✓
This safety net works in every scenario – wrong suggestions, no suggestions, or Strict mode.
When to Use Each Mode
Default (Flexible – Recommended for most):
Building HubSpot/Pipedrive/Zoho pipelines
Incomplete CRM data (missing URLs)
Want maximum suggestions + manual override
Strict URL Only:
Common names causing mix-ups
Clean Salesforce/enterprise data
Zero tolerance for suggestions
Quick Toggle (15 Seconds)
Open LeadCRM on any LinkedIn profile
Click gear icon → Settings
Toggle "Strict LinkedIn URL match only"
Applies instantly to all CRMs
Pro Tips for All CRMs
HubSpot: Add "LinkedIn Profile URL" property
Pipedrive: Use "Web Page" field for LinkedIn links or use newly creatd Linkedin_url field
Zoho: Create "LinkedIn_URL" custom field of type url
Always: Use "Search & Link" as your safety net
Troubleshooting
Issue | Solution |
Wrong suggestion | Click "Wrong match? Search & Link" |
No suggestion (Strict mode) | Add LinkedIn URLs to records |
Sales Navigator not working | LinkedIn limitation – click into profiles |
Name variations | Default mode + manual search fixes all |
LeadCRM gives you suggestions + full manual control. Toggle modes for your workflow, but "Search & Link" always saves the day.
Questions? [email protected]