When you select a LinkedIn profile to sync with your CRM, LeadCRM intelligently checks whether this person already exists in your system. Here's what happens in each scenario:
i) New Contact - No Match Found
If the contact doesn't exist in your CRM, LeadCRM gives you two options:
Add as Lead - Creates the person as a lead in your CRM pipeline
Add as Contact - Adds them directly as a contact
Choose the option that best fits your sales workflow.
ii) Contact Already Exists - Match Found
When LeadCRM finds a matching contact in your CRM, you'll see the matched record and have two choices:
Sync with existing contact - Updates the existing CRM contact with LinkedIn data and starts syncing their messages
Add as new contact - Creates a separate new contact record (useful if you need to track them separately)
Wrong match? If LeadCRM matched the wrong person, visit the LinkedIn profile in your browser and click the "Wrong Contact" option. This opens a manual search where you can select the correct contact from your CRM.
iii) Already Syncing
If you've previously added this contact and sync is active, LeadCRM shows you the current sync status:
Already Synced - The latest LinkedIn messages are already in your CRM
Sync Scheduled - Messages are queued for syncing and will update shortly
Even when sync is scheduled, you can click "Force Sync Now" to immediately push the latest messages to your CRM.
This smart matching prevents duplicate contacts and keeps your CRM clean while giving you full control over how each LinkedIn connection is managed.