{"id":12113,"date":"2024-06-21T14:22:50","date_gmt":"2024-06-21T11:22:50","guid":{"rendered":"https:\/\/www.linkedhelper.com\/blog\/?p=12113"},"modified":"2026-03-31T10:47:29","modified_gmt":"2026-03-31T07:47:29","slug":"linkedin-crm-integration","status":"publish","type":"post","link":"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/","title":{"rendered":"Simple LinkedIn Integration with your CRM via Linked Helper"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">LinkedIn is just the first touchpoint with your leads. After that, it&#8217;s important to pass the clients to the sales team, which is often done through a CRM for LinkedIn.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This article explores the direct integration of Linked Helper with various Customer Relationship Management (CRM) systems. Many integrations are also available via webhooks. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ll also compare this with the direct integration capabilities offered by LinkedIn Sales Navigator and Recruiter. Which is more convenient? Let\u2019s find out!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What-is-LinkedIn-integration-with-a-CRM\"><\/span>What is LinkedIn integration with a CRM?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Integration in this context means connecting two different software solutions for data transfer through an Application Programming Interface (API).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can transfer client data from LinkedIn profiles \u2013 their contacts, profile descriptions, and everything else. Messages with a lead, whether InMails or regular messages, can also be transferred.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Integration can be one-way or two-way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, you can send client data to Salesforce in a one-way CRM integration with LinkedIn. Alternatively, you can transfer data about Open Opportunities from Salesforce to find these profiles on LinkedIn or find similar potential audiences in a two-way integration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Only-LinkedIn-paid-plans-have-direct-integration-with-a-CRM\"><\/span>Only LinkedIn paid plans have direct integration with a CRM<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some CRMs themselves allow connecting to LinkedIn \u2013 but they can only be connected to LinkedIn&#8217;s paid solutions. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, Salesforce, Microsoft Dynamics 365, and HubSpot <a href=\"https:\/\/business.linkedin.com\/sales-solutions\/sales-navigator-customer-hub\/resources\/crm\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">provide<\/a> direct LinkedIn Sales Navigator CRM sync. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With these integration methods, you won&#8217;t find the same <strong><em>flexible customization in creating, adding, and removing variables between the CRM and LinkedIn<\/em><\/strong> that you get when integrating through Linked Helper.<strong><em> <\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is an important advantage! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, for the most part, your options for direct integration are limited. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Starting from early 2024, Recruiter also supports direct integrations through the <a href=\"https:\/\/www.linkedin.com\/business\/talent\/blog\/talent-acquisition\/linkedin-crm-connect\" target=\"_blank\" rel=\"noopener\" title=\"\">CRM Connect feature.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This list includes all systems that can be connected to Recruiter. Some even allow synchronizing Google Meet and Zoom calls with Recruiter and receiving emails from Gmail and Outlook. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.linkedin.com\/help\/recruiter\/answer\/a5938407\" target=\"_blank\" rel=\"noopener\" title=\"\">LinkedIn Recruiter Integration Details<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.linkedin.com\/help\/recruiter\/answer\/a1458358\" target=\"_blank\" rel=\"noopener\" title=\"\">LinkedIn Recruiter Integration Options<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, if LinkedIn is a source for your account-based marketing (ABM) strategy, you might be satisfied with the Basic or Premium plan and not need a Sales Navigator subscription. Or Sales Navigator may not yet integrate with your CRM. In that case, it&#8217;s better to consider integration through Linked Helper for any of the CRMs you&#8217;ll see listed below.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Article about using Linked Helper with Sales Nav<\/strong> &#8211; <a href=\"https:\/\/www.linkedhelper.com\/blog\/sales-navigator-automation\/\" title=\"How Linked Helper 2 automates basic LinkedIn and Sales Navigator: The comparison \">How Linked Helper 2 automates basic LinkedIn and Sales Navigator: The comparison <\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"So-Linked-Helper-CRM-or-LinkedIn-CRM\"><\/span>So, Linked Helper + CRM or LinkedIn + CRM?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"614\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration-1024x614.png\" alt=\"LinkedIn integration with a CRM via linked helper scheme example\n\" class=\"wp-image-12164\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration-1024x614.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration-300x180.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration-768x461.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration-1320x792.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.2-Integration.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Integration through Linked Helper is more advantageous due to pre-automation, initial qualification, and filtering.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>You can create a funnel in LinkedIn that better prepares the lead before it appears in the CRM. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Linked Helper automates the process of engaging with leads \u2013 likes, post boosts, endorsements, follows, and sending connection requests, messages, and follow-ups. This consistent interaction helps you get to know your leads better before they enter your sales pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>You can start a dialogue and introduce yourself in a friendly manner. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Practice social selling without aggressive sales pitches via emails and calls. This is especially relevant when reaching out to C-level executives.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will collect more data from profiles, finding emails without manually copying them to transfer into the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Enjoy customization. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Integration through Linked Helper offers more opportunities to set custom fields in the mapping between the CRM and Linked Helper. Essentially, you can add additional fields in any CRM, for example, for summaries, skills, the number of followers, and other important data.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-account-based-marketing\/\" title=\"Account-Based Marketing (ABM) on LinkedIn: Guide with Tools and Examples\"><strong>Our article about Account-Based Marketing<\/strong> <\/a><\/p>\n\n\n\t\t\t\t\t<div class=\"astra-advanced-hook-8683 \">\r\n\t\t\t\t\r\n\t\t<div  class=\"block-586e345f-ed4c-4fc2-b8b1-54b161e873ad areoi-element download2-block\">\r\n\t\t\t\r\n\t\t<div class=\"areoi-background  \">\r\n\t\t\t<div class=\"container-fluid\" style=\"padding: 0;\">\r\n\t\t\t\t<div class=\"row justify-content-start\">\r\n\t\t\t\t\t<div class=\"col \">\r\n\t\t\t            <div class=\"areoi-background__color\" \r\n\t                        \tstyle=\"background: rgba(66, 132, 176,1)\">\r\n\t                        <\/div>\r\n\r\n\t                    \r\n\r\n\t                    \r\n\r\n\t                    \r\n\t    \t\t\t<\/div>\r\n\t    \t\t<\/div>\r\n\t    \t<\/div>\r\n\t    <\/div>\r\n\t\r\n\t\t\t\n\n<h2 class=\"wp-block-heading\">Download Linked Helper 2<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">and get 14-day free trial right now<\/h3>\n\n\n\r\n\t\t\t\t\r\n\t\t<a \r\n\t\t\t\r\n\t\t\tclass=\"block-8b5d008f-4c2d-4b2d-a2af-e660be3e5cbe btn areoi-has-url position-relative btn-light\"\r\n\t href=\"https:\/\/www.linkedhelper.com\/member\/\" >\r\n\t\t\t\t\t\r\n\t\t\t\t\tDOWNLOAD \r\n\t\t\t\t\t\r\n\t\t\t\t\t \r\n\t\t\t\t<\/a>\r\n\t\t\t\n\n\n<p class=\"wp-block-paragraph\">If you are not yet in our list of users, then join. <br>We give you a trial version to start your experience with our LinkedIn tool.<\/p>\n\n\r\n\t\t\t \r\n\t\t<\/div>\r\n\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRMs-that-integrate-with-LinkedIn-through-Linked-Helper\"><\/span>CRMs that integrate with LinkedIn through Linked Helper<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Perks of direct integration over webhooks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>More convenient<\/strong>: Integration setup is done within the system itself, rather than elsewhere.<\/li>\n\n\n\n<li><strong>More functional<\/strong>: Conversation history is saved in a more convenient format.<\/li>\n\n\n\n<li><strong>Cost-effective<\/strong>: No need to pay for Zapier or similar services.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"853\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs-1024x853.png\" alt=\"Linked Helper and CRM for direct integrations\" class=\"wp-image-12165\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs-1024x853.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs-300x250.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs-768x640.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs-1320x1100.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/LinkedIn-CRM-p.3-CRMs.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Our automation beats competitors in direct integrations.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"> <a href=\"https:\/\/www.linkedhelper.com\/blog\/linked-helper-vs-expandi\/\" title=\"Linked Helper vs. Expandi 2024: LinkedIn automation tools comparison\">Linked Helper vs. Expandi 2024: LinkedIn automation tools comparison<\/a> <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"All-integrations-work-similarly-and-simply\"><\/span>All integrations work similarly and simply!<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Install the free plugin from the store.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Install the plugin that sends lead data to an external CRM. After installation, this feature will appear in your funnel settings as an option that can be added at the end of any campaign.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Any integration from the list can be added in 4 simple steps. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"420\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-1024x420.png\" alt=\"LinkedIn integration with a CRM via linked helper steps for integration \" class=\"wp-image-12117\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-1024x420.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-300x123.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-768x315.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-1536x630.png 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps-1320x541.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linked-helper-crm-integraion-steps.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>These 4 simple steps are universal for connecting any CRM to Linked Helper<br><\/em><br><\/figcaption><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Link to the article about plugins<\/strong> &#8211; <a href=\"https:\/\/www.linkedhelper.com\/blog\/linked-helper-plug-in\/\" title=\"Linked Helper Plug-in Guide: Customize &amp; Enhance Campaigns\">Linked Helper Plug-in Guide: Customize &amp; Enhance Campaigns<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-1-%E2%80%93-Add-action\"><\/span>Step #1 &#8211; Add action<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can visit profiles and then transfer the data to the CRM of your choice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For this you need to add the action Send person to external CRM after visiting. You can also add Find profile email to transfer their emails to your CRM. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"993\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linkedhelpercampaign-1-1024x993.png\" alt=\"CRM that integrates with LinkedIn workflow example\" class=\"wp-image-12120\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linkedhelpercampaign-1-1024x993.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linkedhelpercampaign-1-300x291.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linkedhelpercampaign-1-768x745.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/linkedhelpercampaign-1.png 1219w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> After visiting profiles and before sending to CRM, you&#8217;ll receive more data from the pages.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Or you can send <strong><em>only those who responded<\/em><\/strong> during the outreach process to the CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"829\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm-1024x829.png\" alt=\"CRMs that integrate with LinkedIn - workflow example, sending replied to CRM\" class=\"wp-image-12121\" style=\"width:1024px;height:auto\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm-1024x829.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm-300x243.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm-768x622.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm-1320x1069.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/send-to-external-crm.png 1382w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> You can send to the CRM only after receiving a response to the message.<\/em><\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-2-%E2%80%93-Select-CRM\"><\/span>Step #2 &#8211; Select CRM<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After this, choose your CRM from the list and follow the redirect and instructions. We continually add new integrations, so the list will expand soon.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-1024x550.jpg\" alt=\"CRMs that integrate with LinkedIn -select external crm \" class=\"wp-image-12122\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-1024x550.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-300x161.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-768x412.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-1536x825.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper-1320x709.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/select-crm-linkedhelper.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>You need to choose your CRM from the list<\/em><\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-3-%E2%80%93-Log-in-and-approve-apps-connection\"><\/span>Step #3 &#8211; Log in and approve apps connection<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For each CRM, the setup will be different, but it generally consists of logging in and granting Linked Helper permissions in your CRM settings. This can conveniently be done directly in the built-in browser within Linked Helper.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"926\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings-1024x926.png\" alt=\"CRMs that integrate with LinkedIn - workflow example, window for granting integration rights\" class=\"wp-image-12123\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings-1024x926.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings-300x271.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings-768x694.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings-1320x1193.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/integration-settings.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>In the redirect window, you need to confirm that you agree to the integration.<\/em><\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-4-%E2%80%93-Map-fields-and-add-custom-fields\"><\/span>Step #4 &#8211; Map fields and add custom fields<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can further customize the integration. For example, choose whether to save the message history and map the fields in Linked Helper to the fields in your CRM as you see fit.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"949\" height=\"559\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-fields-crm.png\" alt=\"CRMs that integrate with LinkedIn - workflow example, field settings for integration\" class=\"wp-image-12124\" style=\"width:949px;height:auto\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-fields-crm.png 949w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-fields-crm-300x177.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-fields-crm-768x452.png 768w\" sizes=\"auto, (max-width: 949px) 100vw, 949px\" \/><figcaption class=\"wp-element-caption\"><em>In each CRM, you can add or remove fields that you want to transfer. <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Or, with one click, create custom fields in your CRM from Linked Helper for mapping \u2013 create the most useful custom fields.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"850\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-1024x850.jpg\" alt=\"CRMs that integrate with LinkedIn - workflow example, field settings in the Linked Helper window\" class=\"wp-image-12125\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-1024x850.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-300x249.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-768x637.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-1536x1275.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-1320x1096.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> In each CRM, you can add only the most important fields for transfer with one click.<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For each CRM, you will find a separate instruction with a video or manual in the section dedicated to each CRM.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"HubSpot\"><\/span>HubSpot<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"756\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-1024x756.jpg\" alt=\"CRMs that integrate with LinkedIn, HubSpot tariff screenshot\" class=\"wp-image-12126\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-1024x756.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-300x222.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-768x567.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-1536x1135.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing-1320x975.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-pricing.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>HubSpot is one of the few known CRMs that can be used for free<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">HubSpot is an acclaimed platform known for its capabilities in automating marketing and sales processes. One of its standout features is the<strong><em> free CRM, which supports up to 5 users,<\/em><\/strong> making it an attractive option for small teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The free plan includes powerful features such as a dashboard and reporting software, deal pipeline, company insights, and pipeline management. This gives you a real-time view of your entire sales pipeline on a visual dashboard and allows you to generate detailed reports on sales activity, productivity, and individual performance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you need more capabilities, HubSpot&#8217;s paid plans start at $15 per month and include up to 1,000 contacts. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upgrading to a<a href=\"https:\/\/app.hubspot.com\/pricing\/46451115\/suite?hubs_content=www.hubspot.com%2Fproducts%2Fcrm%2Fenterprise&amp;hubs_content-cta=hubspotenterprise-pricingmiddle&amp;term=annual\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\"> higher plan <\/a>allows you to scale collaboration with more users and expand your product library to manage up to 1,000,000 products. For instance, if you need to send more marketing emails, you can upgrade to sending up to 5,000 emails per month, ensuring you can engage more frequently with your contacts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The free features you&#8217;ll love include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a meeting scheduler <\/li>\n\n\n\n<li>an email template builder <\/li>\n\n\n\n<li>live chat software <\/li>\n\n\n\n<li>an AI email writer <\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If, in addition to the already convenient and extensive functionality of HubSpot, you want to receive a table with data from LinkedIn, it&#8217;s worth setting up tool synchronization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can see that custom fields like summaries, notes from Linked Helper, and other data will be visible in the CRM. HubSpot can accommodate a lot of data for each contact.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"504\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-1024x504.jpg\" alt=\"CRMs that integrate with LinkedIn - select external CRM\" class=\"wp-image-12127\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-1024x504.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-300x148.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-768x378.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-1536x756.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration-1320x650.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-integration.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of how Linked Helper fields look in HubSpot CRM after data transfer<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The convenience of HubSpot is that all messages are recorded separately in HubSpot in a separate section, making it easy to view and store LinkedIn chats here.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-1024x463.jpg\" alt=\" CRMs that integrate with LinkedIn - example of HubSpot integration\" class=\"wp-image-12128\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-1024x463.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-300x136.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-768x348.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-1536x695.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields-1320x597.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/hubspot-crm-fields.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of how saved messages look in Linked Helper <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To set up integration in Linked Helper, you need to add an &#8220;Action&#8221; in an empty campaign called &#8220;Send Person to External CRM&#8221; and choose HubSpot accordingly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the new version of Linked Helper, you won&#8217;t even need to copy the token for granting access. After choosing the connection option, you can provide Linked Helper access to HubSpot directly in the browser after logging in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the connection is set up, you can move on to advanced field settings. Choose whether to transfer message history \u2013 it can be transferred for both individual accounts and companies. The conversation will be visible in recent communications in the organization&#8217;s profile in HubSpot.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will find more detailed settings as well as how to create custom fields for synchronization in the instructions. You can choose which fields you want to add, but it&#8217;s recommended to include LinkedIn IDs to avoid duplicate contacts in the CRM.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/14748831263762-Integration-with-HubSpot-CRM\" target=\"_blank\" rel=\"noopener\" title=\"\">Link to the integration article with HubSpot CRM<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Hubspot &amp; Linked Helper\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PLT6gjjV9ftjKu2C0EPwbyfDyFIOJZYofX\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"PipeDrive\"><\/span>PipeDrive<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-2\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive is an excellent tool for managing leads and deals. The products catalog feature helps you manage your products and services directly within the CRM, while the leads inbox centralizes your lead management. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"503\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-1024x503.jpg\" alt=\"CRMs that integrate with LinkedIn - example of Pipedrive prices\" class=\"wp-image-12129\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-1024x503.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-300x147.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-768x377.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-1536x755.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing-1320x648.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-pricing.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Prices for Pipedrive CRM packages <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The contacts map visualizes contact locations, and you can manage activities with a calendar view and receive activity reminder notifications. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The email inbox feature lets you access your emails within Pipedrive, and with two-way email sync you can keep your emails in sync both ways.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For automation and growth, Pipedrive offers a sales assistant that provides AI-powered sales insights and recommendations. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI-powered features include smart-app recommendations based on your usage, marketplace search to find apps and integrations, and AI-assisted email creation and summarization. The AI-powered sales assistant provides additional support for your sales activities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Compared to Salesforce, Pipedrive offers significant perks. The product catalog is included in all plans, ensuring comprehensive product management regardless of your subscription level. Additionally, Pipedrive provides unlimited data storage, allowing you to grow your database without worrying about hitting storage limits.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-2\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Direct integration between this CRM and Linked Helper will help you obtain fields and sections obtained from LinkedIn through Linked Helper directly in your CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the screenshot below, you can see an example and the result of such fields in detail on the lead card in PipeDrive.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-1024x547.jpg\" alt=\"CRMs that integrate with LinkedIn - example of Pipedrive integration\" class=\"wp-image-12130\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-1024x547.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-300x160.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-768x410.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-1536x821.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration-1320x705.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/pipedrive-integration.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of how Linked Helper contact details look in Pipedrive<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And in the &#8220;Activities&#8221; section, you will find messages that were saved and sent via LinkedIn.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"428\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-1024x428.jpg\" alt=\"CRMs that integrate with LinkedIn - example of message integration in Pipedrive\" class=\"wp-image-12131\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-1024x428.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-300x126.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-768x321.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-1536x643.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive-1320x552.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/activities-pipedrive.jpg 1599w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of how Linked Helper chat history looks in Pipedrive <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For integration setup, after adding the &#8220;Send Person to External CRM&#8221; action, you may see a notification about adding an access token or using OAuth (preferred option). <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"718\" height=\"562\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/token-oath.png\" alt=\"CRMs that integrate with LinkedIn - example of integration setup in Pipedrive\" class=\"wp-image-12132\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/token-oath.png 718w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/token-oath-300x235.png 300w\" sizes=\"auto, (max-width: 718px) 100vw, 718px\" \/><figcaption class=\"wp-element-caption\"><em>For integration selection, it is preferable to choose OAuth<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can get it in your PipeDrive account in the &#8220;Personal Preferences&#8221; section and copy the Personal API token.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy-1024x539.jpg\" alt=\"CRMs that integrate with LinkedIn - example of copying the token in Pipedrive\" class=\"wp-image-12134\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy-1024x539.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy-300x158.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy-768x404.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy-1320x695.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-token-copy.jpg 1446w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>You can find the API token in Personal Preferences in Pipedrive settings <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After pasting the token, synchronization will be set up. However, in the new version of Linked Helper, you can synchronize two applications directly in the browser through redirect and approval of Linked Helper access.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"537\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-1024x537.jpg\" alt=\"CRMs that integrate with LinkedIn - example of chat history display in the organization section\" class=\"wp-image-12135\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-1024x537.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-300x157.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-768x403.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-1536x805.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example-1320x692.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/custom-fields-example.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Chat history is also visible in the organization section with the employee&#8217;s organization<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the settings, you can create additional custom fields to transfer data for which there are no sections in the CRM, for example, skills from the LinkedIn profile.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By default, during the synchronization process, the tools recognize duplicate contacts by email. But if there is no email, you may see two identical leads. To avoid this, simply add &#8220;LinkedIn profile member ID&#8221; and &#8220;LinkedIn public ID&#8221; as unique sections. Check the box for \u201cCreate most useful custom fields.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For full integration settings, refer to the article and video below:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Pipedrive: configure export settings\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/eCtSVNmK4Po?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/14748828893586-Integration-with-Pipedrive-CRM\" target=\"_blank\" rel=\"noopener\" title=\"\">Integration with Pipedrive CRM Article<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Closeio\"><\/span>Close.io<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you\u2019re a startup, professional team, or enterprise, Close.io has a plan for you. Start with a 14-day free trial to see how it can enhance your workflow.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-1024x575.jpg\" alt=\"CRMs that integrate with LinkedIn - example of prices in Close.io\" class=\"wp-image-12137\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-1024x575.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-300x169.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-768x432.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-1536x863.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing-1320x742.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-pricing.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Close.io offers several packages and solutions <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Sync your work email and calendar with Close.io to manage everything in one place. With all your lead information centralized, there&#8217;s no need to switch between apps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Close.io offers top-notch call software with built-in VoIP and SMS. It also can automatically transcribe and summarize phone calls, so your reps can stay focused without taking notes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">All in all it automates emails, calls, tasks, and SMS with customizable workflows. Save and share successful workflows with your team in one click!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now you can combine Close.io with Linked Helper to sync your LinkedIn leads and conversations directly into Close.io, ensuring all communications are managed in one place.<\/p>\n\n\n  \n  \n  <div class=\"\n    mailpoet_form_popup_overlay\n      \"><\/div>\n  <div\n    id=\"mailpoet_form_3\"\n    class=\"\n      mailpoet_form\n      mailpoet_form_shortcode\n      mailpoet_form_position_\n      mailpoet_form_animation_\n    \"\n      >\n\n    <style type=\"text\/css\">\n     #mailpoet_form_3 .mailpoet_form {  }\n#mailpoet_form_3 form { margin-bottom: 0; }\n#mailpoet_form_3 p.mailpoet_form_paragraph { margin-bottom: 10px; }\n#mailpoet_form_3 .mailpoet_column_with_background { padding: 10px; }\n#mailpoet_form_3 .mailpoet_form_column:not(:first-child) { margin-left: 20px; }\n#mailpoet_form_3 .mailpoet_paragraph { line-height: 20px; margin-bottom: 20px; }\n#mailpoet_form_3 .mailpoet_segment_label, #mailpoet_form_3 .mailpoet_text_label, #mailpoet_form_3 .mailpoet_textarea_label, #mailpoet_form_3 .mailpoet_select_label, #mailpoet_form_3 .mailpoet_radio_label, #mailpoet_form_3 .mailpoet_checkbox_label, #mailpoet_form_3 .mailpoet_list_label, #mailpoet_form_3 .mailpoet_date_label { display: block; font-weight: normal; }\n#mailpoet_form_3 .mailpoet_text, #mailpoet_form_3 .mailpoet_textarea, #mailpoet_form_3 .mailpoet_select, #mailpoet_form_3 .mailpoet_date_month, #mailpoet_form_3 .mailpoet_date_day, #mailpoet_form_3 .mailpoet_date_year, #mailpoet_form_3 .mailpoet_date { display: block; }\n#mailpoet_form_3 .mailpoet_text, #mailpoet_form_3 .mailpoet_textarea { width: 200px; }\n#mailpoet_form_3 .mailpoet_checkbox {  }\n#mailpoet_form_3 .mailpoet_submit {  }\n#mailpoet_form_3 .mailpoet_divider {  }\n#mailpoet_form_3 .mailpoet_message {  }\n#mailpoet_form_3 .mailpoet_form_loading { width: 30px; text-align: center; line-height: normal; }\n#mailpoet_form_3 .mailpoet_form_loading > span { width: 5px; height: 5px; background-color: #5b5b5b; }#mailpoet_form_3{border-radius: 0px;color: #000000;text-align: left;}#mailpoet_form_3 form.mailpoet_form {padding: 10px;}#mailpoet_form_3{width: 100%;}#mailpoet_form_3 .mailpoet_message {margin: 0; padding: 0 20px;}\n        #mailpoet_form_3 .mailpoet_validate_success {color: #000000}\n        #mailpoet_form_3 input.parsley-success {color: #000000}\n        #mailpoet_form_3 select.parsley-success {color: #000000}\n        #mailpoet_form_3 textarea.parsley-success {color: #000000}\n      \n        #mailpoet_form_3 .mailpoet_validate_error {color: #cf2e2e}\n        #mailpoet_form_3 input.parsley-error {color: #cf2e2e}\n        #mailpoet_form_3 select.parsley-error {color: #cf2e2e}\n        #mailpoet_form_3 textarea.textarea.parsley-error {color: #cf2e2e}\n        #mailpoet_form_3 .parsley-errors-list {color: #cf2e2e}\n        #mailpoet_form_3 .parsley-required {color: #cf2e2e}\n        #mailpoet_form_3 .parsley-custom-error-message {color: #cf2e2e}\n      #mailpoet_form_3 .mailpoet_paragraph.last {margin-bottom: 0} @media (max-width: 500px) {#mailpoet_form_3 {background-image: none;}} @media (min-width: 500px) {#mailpoet_form_3 .last .mailpoet_paragraph:last-child {margin-bottom: 0}}  @media (max-width: 500px) {#mailpoet_form_3 .mailpoet_form_column:last-child .mailpoet_paragraph:last-child {margin-bottom: 0}} \n    <\/style>\n\n    <form\n      target=\"_self\"\n      method=\"post\"\n      action=\"https:\/\/www.linkedhelper.com\/blog\/wp-admin\/admin-post.php?action=mailpoet_subscription_form\"\n      class=\"mailpoet_form mailpoet_form_form mailpoet_form_shortcode\"\n      novalidate\n      data-delay=\"\"\n      data-exit-intent-enabled=\"\"\n      data-trigger-mode=\"\"\n      data-click-trigger-selector=\"\"\n      data-font-family=\"\"\n      data-cookie-expiration-time=\"\"\n    >\n      <input type=\"hidden\" name=\"data[form_id]\" value=\"3\" \/>\n      <input type=\"hidden\" name=\"token\" value=\"675ec8f9d4\" \/>\n      <input type=\"hidden\" name=\"api_version\" value=\"v1\" \/>\n      <input type=\"hidden\" name=\"endpoint\" value=\"subscribers\" \/>\n      <input type=\"hidden\" name=\"mailpoet_method\" value=\"subscribe\" \/>\n\n      <label class=\"mailpoet_hp_email_label\" style=\"display: none !important;\">Please leave this field empty<input type=\"email\" name=\"data[email]\"\/><\/label><h2 class=\"mailpoet-heading \" style=\"text-align: left\">Subscribe<\/h2>\n<p class=\"mailpoet_form_paragraph \" style=\"text-align: left\">to get tips you are interested in<\/p>\n<div class='mailpoet_form_columns_container'><div class=\"mailpoet_form_columns mailpoet_paragraph mailpoet_stack_on_mobile\"><div class=\"mailpoet_form_column\" style=\"padding:0px 55px 0px 0px;;\"><div class=\"mailpoet_paragraph \"><input type=\"email\" autocomplete=\"email\" class=\"mailpoet_text\" id=\"form_email_3\" name=\"data[form_field_N2EyMjA0ZTliM2NiX2VtYWls]\" title=\"Email\" value=\"\" style=\"width:100%;box-sizing:border-box;padding:15px;margin: 0 auto 0 0;font-size:15px;line-height:1.5;height:auto;\" data-automation-id=\"form_email\"  placeholder=\"Email *\" aria-label=\"Email *\" data-parsley-errors-container=\".mailpoet_error_101fy\" data-parsley-required=\"true\" required aria-required=\"true\" data-parsley-minlength=\"6\" data-parsley-maxlength=\"150\" data-parsley-type-message=\"This value should be a valid email.\" data-parsley-required-message=\"This field is required.\"\/><span class=\"mailpoet_error_101fy\"><\/span><\/div>\n<\/div>\n<div class=\"mailpoet_form_column\" style=\"padding:0px 55px 0px 0px;;\"><div class=\"mailpoet_paragraph \"><input type=\"submit\" class=\"mailpoet_submit\" value=\"SUBSCRIBE\" data-automation-id=\"subscribe-submit-button\" style=\"padding:15px;margin: 0 auto 0 0;font-size:15px;line-height:1.5;height:auto;border-color:transparent;\" \/><span class=\"mailpoet_form_loading\"><span class=\"mailpoet_bounce1\"><\/span><span class=\"mailpoet_bounce2\"><\/span><span class=\"mailpoet_bounce3\"><\/span><\/span><\/div>\n<\/div>\n<\/div><\/div>\n\n      <div class=\"mailpoet_message\">\n        <p class=\"mailpoet_validate_success\"\n                style=\"display:none;\"\n                >Thank you for your subscribtion! Let&#039;s keep in touch. We publish new articles 2 times a week. Enjoy reading.\n        <\/p>\n        <p class=\"mailpoet_validate_error\"\n                style=\"display:none;\"\n                >        <\/p>\n      <\/div>\n    <\/form>\n\n      <\/div>\n\n  \n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-3\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">You can set up the integration so that data about people from LinkedIn and your messages with them will appear in the corresponding sections in your CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-1024x477.jpg\" alt=\"CRMs that integrate with LinkedIn - example of data transfer in Close.io\" class=\"wp-image-12138\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-1024x477.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-300x140.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-768x358.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-1536x715.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list-1320x615.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/closeio-crm-list.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Close.io displays all fields transferred from Linked Helper in contacts <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the Contacts section, you will see sections for storing data obtained from Linked Helper, and you can also create sections where LinkedIn data with selected people will be transferred.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"564\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-1024x564.jpg\" alt=\"CRMs that integrate with LinkedIn - example of chat integration in Close.io\" class=\"wp-image-12139\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-1024x564.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-300x165.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-768x423.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-1536x846.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list-1320x727.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/close-contact-list.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> Close.io allows you to see all chat messages in each contact <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To set up the integration, you need to select &#8220;Close&#8221; in the &#8220;Send Person to External CRM&#8221;. You will see a redirect in the browser where you can log into your CRM account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After granting access rights to Linked Helper in Close, you can set export parameters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For exporting message history, you need to select the option after setting up the integration and create custom fields for messages because they are not present by default in the Close CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After that, you will find a custom string in the customization section in the CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1406\" height=\"796\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2.jpeg\" alt=\"CRMs that integrate with LinkedIn - example of custom activity transfer in Close.io\" class=\"wp-image-12170\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2.jpeg 1406w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2-300x170.jpeg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2-1024x580.jpeg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2-768x435.jpeg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/image-2-1320x747.jpeg 1320w\" sizes=\"auto, (max-width: 1406px) 100vw, 1406px\" \/><figcaption class=\"wp-element-caption\"><em>Close.io allows you to see variables from Linked Helper in the Custom Activities section <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Next, in the mapping, you can add extra strings for the CRM from LinkedIn like summaries, notes added in Linked Helper, general contacts, or the number of followers in LinkedIn, and others.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To avoid duplicate leads, you should definitely add sections with IDs to your synchronization. They are in the Linked Helper database and are called member ID and public ID.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since Linked Helper allows parsing a vast array of data from LinkedIn, you can explore all possible sections in the article here:<a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/16713677664274\" target=\"_blank\" rel=\"noopener\" title=\"\"> Article Link<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, this CRM allows you to create API keys and set up integration through them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After generating this key, you can copy it from Close and paste it into the settings in Linked Helper.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/14748900962578-Integration-with-Close-CRM\">Integration with Close CRM Article<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Close CRM: configure export settings\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/SlY_ygli3tI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"SalesForce\"><\/span>SalesForce<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-3\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce is one of the most popular CRM and business solutions available. It operates as a real-time, cloud-based platform, accessible from anywhere with an internet connection.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key Features:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact Management: Keep track of all your contacts in one place.<\/li>\n\n\n\n<li>Sales Automation: Automate your sales processes to save time and improve efficiency.<\/li>\n\n\n\n<li>Opportunity Tracking: Monitor and manage sales opportunities through their entire lifecycle.<\/li>\n\n\n\n<li>Lead Scoring: Prioritize your leads based on their potential value.<\/li>\n\n\n\n<li>Forecasting and Reporting: Generate accurate forecasts and insightful reports, all accessible from your desktop or mobile device.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, Salesforce offers comprehensive training to help you get the most out of your CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pricing<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce pricing starts at $25 per user per month for its Sales Cloud and Service Cloud platforms. More advanced plans can go up to $500 per user per month.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-4\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Integration between Linked Helper and Salesforce is seamless and allows you to directly transfer target contact data and lead messages into Salesforce. This integration ensures that all your data is efficiently organized and accessible within Salesforce.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Data Display: <\/strong>The imported data will be displayed in dedicated sections within your CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-1024x507.jpg\" alt=\"CRMs that integrate with LinkedIn - example of custom activity transfer in Close.io\" class=\"wp-image-12140\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-1024x507.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-300x149.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-768x380.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-1536x760.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields-1320x653.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/salesforce-crm-lh-fields.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>`Example of Linked Helper data display in Contacts in Salesforce <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Message History: <\/strong>You can find your message history in the Notes or Tasks sections or in both, depending on your configuration settings.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"356\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-1024x356.jpg\" alt=\"CRMs that integrate with LinkedIn - example of chat display in Salesforce\" class=\"wp-image-12141\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-1024x356.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-300x104.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-768x267.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-1536x535.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce-1320x460.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/notes-messages-salesforce.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of chat history display in the Notes section in Linked Helper <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, you\u2019ll have access to account data, including comprehensive details about LinkedIn company pages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> When transferring data to Salesforce, be sure to include the Member ID and Public ID to avoid duplicates in your CRM. You can also create additional fields for transfer in either Salesforce or Linked Helper, and the corresponding fields will appear in the other CRM.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Top-Features\"><\/span>Top Features<span class=\"ez-toc-section-end\"><\/span><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Instant Data Transfer: <\/strong>While viewing profiles in Linked Helper, you can instantly transfer the contact to Salesforce with a single click.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"527\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-1024x527.jpg\" alt=\"CRMs that integrate with LinkedIn - button to send lead to CRM\" class=\"wp-image-12142\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-1024x527.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-300x155.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-768x396.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-1536x791.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm-1320x680.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/button-transfer-crm.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Linked Helper will have a button to transfer the profile to CRM when viewing a page <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Transfer Button in CRM: <\/strong>A transfer button will appear in the contact\u2019s card within Linked Helper, allowing for seamless data transfer.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tips-for-Full-Data-Profiles\"><\/span>Tips for Full Data Profiles<span class=\"ez-toc-section-end\"><\/span><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure you get complete profiles with LinkedIn data and emails in your Salesforce CRM, follow these steps before transferring:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable &#8220;Visit and Extract Profiles&#8221; and &#8220;Find Profile Emails&#8221; actions in Linked Helper.<\/li>\n\n\n\n<li>Then, add the person to the Salesforce CRM.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a visual guide on how the integration works, check out this video.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Sales Force &amp; Linked Helper\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PLT6gjjV9ftjLWWv9WTeOacTxcrv7i3oQx\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">By <a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/17876831084818-Integration-with-Salesforce-CRM\" target=\"_blank\" rel=\"noopener\" title=\"\">following these steps<\/a>, you can ensure a smooth and efficient integration between Linked Helper and Salesforce, enhancing your CRM experience and boosting your sales efficiency.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zoho\"><\/span>Zoho<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-4\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho CRM is a pretty solid customer relationship management tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They have a free plan that&#8217;s pretty generous. It&#8217;s free for up to 3 users, and you get the ability to manage leads, accounts, contacts, and deals. No hidden costs, no trial periods, and you don\u2019t even need a credit card to sign up. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s perfect if you\u2019re just starting out or have a small team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One serious limitation of the free plan is that you cannot create custom fields. Linked Helper creates custom fields automatically to send certain information to Zoho, when there is no matching field on the side of the CRM. For example, if you wanted to export how many connections a profile has on LinkedIn, Linked Helper would create an lh_connections_count custom field in Zoho. That is not available on a free plan. Starting from the Standard plan, you can have 10 or more custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The free plan doesn&#8217;t include some advanced features like sales forecasting or support for multiple currencies, but for a lot of small businesses the basics are enough to get started.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho has a limit on the number of API calls, and on cheaper plans, you can hit the limit if you upload a lot of data in a short period of time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Need more than the basics?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check out their Standard Plan. It&#8217;s $18 per user per month if you pay monthly. It includes everything from the free plan plus advanced filters, multiple sales pipelines, scoring rules, and email insights. You also get support for up to 5 currencies. And you can create 10 custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The most advanced plan they offer is the Ultimate Plan. It\u2019s $58.50 per user per month if billed monthly. You can get custom SalesSignals, multiple scoring rules, and portals for external stakeholders and more. <\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/www.zoho.com\/crm\/help\/complete-feature-list.html?src=free-crm\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Learn more<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-5\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how sections from Linked Helper will look in Zoho after you set up the integration. This will allow you to see many LinkedIn data directly in Zoho and use it for outreach.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"463\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-1024x463.jpg\" alt=\"CRMs that integrate with LinkedIn - example of data display in Zoho\" class=\"wp-image-12143\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-1024x463.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-300x136.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-768x347.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-1536x694.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration-1320x596.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-integration.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>This is how Linked Helper data looks in Zoho CRM <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Companies will be transferred to the Account section, and there will be corresponding conversation history with these leads.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To set up the integration, choose Zoho CRM in an empty campaign under the action &#8220;Send Person to External CRM.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After the redirect and logging into your Zoho account, you&#8217;ll need to confirm the setup and synchronization with Linked Helper. Then Linked Helper will open, and you can configure detailed field mapping and create any missing custom strings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In Zoho, you can create contact, account, and lead strings. While you can create all these sections through Linked Helper, the most common practice is to create contacts and accounts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note<\/strong>: The number of custom strings added in Zoho depends on your subscription.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"491\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-1024x491.jpg\" alt=\"CRMs that integrate with LinkedIn - example of Zoho package prices\" class=\"wp-image-12144\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-1024x491.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-300x144.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-768x368.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-1536x737.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing-1320x633.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-custom-fields-pricing.jpg 1576w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Zoho packages differ in the ability to add custom fields <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can find detailed instructions for this CRM in the video and our knowledge base:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Zoho CRM: Configure export settings\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/dHPzraACVnE?start=1&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/17876820935442-Integration-with-Zoho-CRM\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Integration with Zoho CRM Article<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Highlevel\"><\/span>Highlevel<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-5\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-1024x547.jpg\" alt=\"CRMs that integrate with LinkedIn - HighLevel CRM interface\" class=\"wp-image-12146\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-1024x547.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-300x160.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-768x410.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-1536x821.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface-1320x705.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-interface.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>HighLevel CRM interface <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s an all-in-one marketing platform that\u2019s perfect for capturing new leads and managing your marketing campaigns. They offer a 14-day free trial, so you can try it out with no commitment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For starters, it has a full-featured page builder. You can create websites, funnels, and landing pages with a simple drag-and-drop interface. No coding needed!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also build and embed surveys and capture forms right into your sites. Perfect for gathering leads. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It includes an online appointment scheduling tool that integrates with the rest of the platform. You can capture and manage appointments seamlessly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, you can create multi-channel campaigns to connect with your leads through phone calls, voicemail drops, SMS\/MMS, emails, and Facebook Messenger. It\u2019s all integrated, so you don\u2019t need separate tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can handle payments through the platform. It integrates directly with Stripe, so you can collect payments on your websites, funnels, and even when someone books an appointment. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-6\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s how the integration works in this CRM, and below is an example of how it will look:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-1024x550.jpg\" alt=\" CRMs that integrate with LinkedIn - data display in HighLevel CRM\" class=\"wp-image-12147\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-1024x550.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-300x161.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-768x413.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-1536x826.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration-1320x710.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/highlevel-integration.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of company data transfer in HighLevel CRM window <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can obtain companies and contacts with all their LinkedIn descriptions in this CRM. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, in the HighLevel CRM interface, chats are displayed in a separate window, where you&#8217;ll also find conversations with LinkedIn contacts.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-1024x482.jpg\" alt=\"CRMs that integrate with LinkedIn - example of chat in HighLevel CRM\" class=\"wp-image-12148\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-1024x482.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-300x141.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-768x361.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-1536x723.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel-1320x621.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/messages-highlevel.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of chat history display in HighLevel CRM <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For this convenient setup, all you need to do is synchronize both applications through the &#8220;Send Person to External CRM&#8221; action and select accordingly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A useful feature of integrating with this CRM is the ability to set source filters in variable settings. This allows you to sort through those you&#8217;ve found via Linked Helper in the database.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-1024x467.jpg\" alt=\"CRMs that integrate with LinkedIn - example of filtering by Linked Helper source\" class=\"wp-image-12149\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-1024x467.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-300x137.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-768x350.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-1536x700.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel-1320x601.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/filters-highlevel.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> In HighLevel, you can filter by data source <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/18123991676306-Integration-with-HighLevel-CRM\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Integration with HighLevel CRM Article<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For detailed instructions on how to do this and how to set up mapping, check out our simple video:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"HighLevel CRM and Linked Helper: configure export settings\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/gM4Tj-knJXo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"ActiveCampaign\"><\/span>ActiveCampaign<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-6\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">ActiveCampaign&#8217;s key features include email marketing, marketing automation, CRM integration, contact management, lead scoring, and analytics. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"561\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-1024x561.jpg\" alt=\"CRMs that integrate with LinkedIn - ActiveCampaign features\" class=\"wp-image-12151\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-1024x561.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-300x164.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-768x420.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-1536x841.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools-1320x723.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-tools.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> ActiveCampaign offers a full set of tools for marketing automation <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">They begin with the Starter plan, which is super affordable at just $8 a month for up to 1,000 contacts. It&#8217;s great for getting started with email campaigns and basic automation like sending follow-ups or welcome emails.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"401\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-1024x401.jpg\" alt=\"prices for ActiveCampaign CRM packages\" class=\"wp-image-12153\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-1024x401.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-300x118.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-768x301.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-1536x602.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign-1320x517.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/tariffs-activecampaign.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em> Prices for ActiveCampaign CRM packages <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re diving deeper into marketing automation and want more room to grow, their Plus plan at $49 a month is a solid choice. It gives you unlimited automation actions and triggers, A\/B testing for emails and automations, and even landing page templates to enhance your campaigns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Pro plan for $79 a month bumps up the contact limit, <a href=\"https:\/\/www.activecampaign.com\/pricing#key-features\" target=\"_blank\" rel=\"noopener\" title=\"\">adds more users<\/a> (great for teams), and includes generative AI for smarter campaign optimization.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-7\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;ve chosen this CRM, you can also set up the integration directly. This way, data from Linked Helper will be displayed in Personal Info in separate sections, and you can use this database for outreach.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"493\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-1024x493.jpg\" alt=\"CRMs that integrate with LinkedIn - ActiveCampaign interface\" class=\"wp-image-12156\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-1024x493.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-300x144.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-768x370.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-1536x739.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card-1320x635.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-card.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>ActiveCampaign displays fields from Linked Helper after synchronization <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the Accounts section, you can find companies associated with leads and descriptions of these firms taken from LinkedIn profiles.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-1024x516.jpg\" alt=\"CRMs that integrate with LinkedIn - example of ActiveCampaign\" class=\"wp-image-12157\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-1024x516.jpg 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-300x151.jpg 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-768x387.jpg 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-1536x775.jpg 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm-1320x666.jpg 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/active-campaign-crm.jpg 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Example of company data display in ActiveCampaign <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Setting up integration with this CRM involves copying the API key and API URL. You can find this data in your CRM account.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"754\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-1024x754.png\" alt=\"CRMs that integrate with LinkedIn - where to copy the API key\" class=\"wp-image-12158\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-1024x754.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-300x221.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-768x565.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-1536x1131.png 1536w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign-1320x972.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/api-copy-activecampaign.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>You can copy the API key for integration here <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">An important feature of this CRM, as its primary focus is on email campaigns, is that if a contact is not created in the CRM or transferred from Linked Helper due to a missing email, the transfer will fail.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For this reason, we recommend transferring contacts only after thoroughly gathering data from their profiles and creating a campaign in Linked Helper after the Find Profile Email action. If even after this the email is not found,<strong><em> the lead will fail to transfer.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"822\" height=\"831\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/find-profile-emails-campaign.jpg\" alt=\"CRMs that integrate with LinkedIn - example of Linked Helper pipeline for integration\" class=\"wp-image-12159\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/find-profile-emails-campaign.jpg 822w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/find-profile-emails-campaign-297x300.jpg 297w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/find-profile-emails-campaign-768x776.jpg 768w\" sizes=\"auto, (max-width: 822px) 100vw, 822px\" \/><figcaption class=\"wp-element-caption\"><em>Before transferring leads, make sure to add email search to transfer leads<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/17681821883794-Integration-with-ActiveCampaign-CRM\">Integration with ActiveCampaign CRM Article<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Detailed instructions for creating and transferring custom fields can be found in the video and manual:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"ActiveCampaign: Configure field settings\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/J_lDD82cljQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zoho-Recruit\"><\/span>Zoho Recruit<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"About-this-CRM-7\"><\/span>About this CRM<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho Recruit is a great talent acquisition platform. They have different plans to suit various needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Their Forever Free plan is perfect for freelance recruiters or startups. You get basic features like managing candidates, scheduling interviews, and email management.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Standard plan steps it up with premium job boards, social recruiting tools, and advanced reporting. It&#8217;s ideal for agencies handling multiple clients, starting at $29 per user per month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Professional plan got AI-powered candidate matching, custom reports, and even SMS integration for quick communication, starting at $59 per user per month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Enterprise plan is top-notch with features like client portals, advanced security controls, and integrations with tools like Google Meet and Microsoft Teams starting at $99 per user per month.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, they offer a 15-day free trial so you can test the waters!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-the-integration-works-link-to-a-video-8\"><\/span>How the integration works + link to a video<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">After granting access, Linked Helper will display contacts from Zoho Recruit. This allows you to work with potential candidates, which you can also filter through LinkedIn Recruiter.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"854\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration-1024x854.png\" alt=\"CRMs that integrate with LinkedIn - Zoho Recruit\" class=\"wp-image-12160\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration-1024x854.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration-300x250.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration-768x640.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration-1320x1101.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/zoho-recruit-integration.png 1493w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>Confirmation window for integration in Zoho Recruit<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike integration with other CRMs, the peculiarity of this integration is that you&#8217;ll need to add custom fields only through the Zoho Recruit interface. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can do this in the Modules menu, specifically in Candidates, where you add the fields that will then appear in the Linked Helper interface accordingly.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"854\" src=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration-1024x854.png\" alt=\"CRMs that integrate with LinkedIn - example of Zoho Recruit\" class=\"wp-image-12161\" srcset=\"https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration-1024x854.png 1024w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration-300x250.png 300w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration-768x640.png 768w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration-1320x1101.png 1320w, https:\/\/www.linkedhelper.com\/blog\/wp-content\/uploads\/2024\/06\/mapping-zoho-recruit-integration.png 1493w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><em>CRM menu where you can add custom fields for Linked Helper <\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">For detailed instructions on setup, you can follow this link:<a href=\"https:\/\/support.linkedhelper.com\/hc\/en-us\/articles\/17876837010706-Integration-with-Zoho-Recruit\" target=\"_blank\" rel=\"noopener\" title=\"\"> Integration with Zoho Recruit Article<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Finally%E2%80%A6\"><\/span>Finally\u2026<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In summary, Linked Helper regularly introduces new direct CRM integrations, and updates will be shared in the future. Currently, Linked Helper 2 can only send profiles to CRM systems. However, there are plans to enhance Linked Helper to retrieve profiles from CRM systems as well. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This upcoming feature will greatly improve the tool&#8217;s functionality, facilitating smoother data synchronization between Linked Helper 2 and CRM systems.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_77 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #fba02f;color:#fba02f\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #fba02f;color:#fba02f\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#What-is-LinkedIn-integration-with-a-CRM\" >What is LinkedIn integration with a CRM?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Only-LinkedIn-paid-plans-have-direct-integration-with-a-CRM\" >Only LinkedIn paid plans have direct integration with a CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#So-Linked-Helper-CRM-or-LinkedIn-CRM\" >So, Linked Helper + CRM or LinkedIn + CRM?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#CRMs-that-integrate-with-LinkedIn-through-Linked-Helper\" >CRMs that integrate with LinkedIn through Linked Helper<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#All-integrations-work-similarly-and-simply\" >All integrations work similarly and simply!<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Step-1-%E2%80%93-Add-action\" >Step #1 &#8211; Add action<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Step-2-%E2%80%93-Select-CRM\" >Step #2 &#8211; Select CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Step-3-%E2%80%93-Log-in-and-approve-apps-connection\" >Step #3 &#8211; Log in and approve apps connection<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Step-4-%E2%80%93-Map-fields-and-add-custom-fields\" >Step #4 &#8211; Map fields and add custom fields<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#HubSpot\" >HubSpot<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#PipeDrive\" >PipeDrive<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-2\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-2\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Closeio\" >Close.io<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-3\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#SalesForce\" >SalesForce<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-3\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-4\" >How the integration works + link to a video<\/a><ul class='ez-toc-list-level-5' ><li class='ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Top-Features\" >Top Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Tips-for-Full-Data-Profiles\" >Tips for Full Data Profiles<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Zoho\" >Zoho<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-4\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-5\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Highlevel\" >Highlevel<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-5\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-6\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#ActiveCampaign\" >ActiveCampaign<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-6\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-7\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Zoho-Recruit\" >Zoho Recruit<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#About-this-CRM-7\" >About this CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#How-the-integration-works-link-to-a-video-8\" >How the integration works + link to a video<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/#Finally%E2%80%A6\" >Finally\u2026<\/a><\/li><\/ul><\/nav><\/div>\n","protected":false},"excerpt":{"rendered":"<p>LinkedIn is just the first touchpoint with your leads. After that, it&#8217;s important to pass the clients to the sales team, which is often done through a CRM for LinkedIn. This article explores the direct integration of Linked Helper with various Customer Relationship Management (CRM) systems. Many integrations are also available via webhooks. We&#8217;ll also &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-crm-integration\/\"> <span class=\"screen-reader-text\">Simple LinkedIn Integration with your CRM via Linked Helper<\/span> Read More \u00bb<\/a><\/p>\n","protected":false},"author":2,"featured_media":12115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[10,12],"tags":[104,145,131,54],"ppma_author":[149],"class_list":["post-12113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-updates","category-linkedin-cases","tag-crm","tag-crm-integration","tag-features","tag-sales-automation"],"aioseo_notices":[],"lang":"en","translations":{"en":12113,"fr":17498,"pt":17539,"de":17580,"es":17621},"authors":[{"term_id":149,"user_id":2,"is_guest":0,"slug":"amazonkayaaa","display_name":"Margarita Servar","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/065b5a868d7db401a2558186736794214678b2799e407be2255c9f9eb42f2fc0?s=96&r=g","author_category":"","first_name":"Margarita","last_name":"Servar","user_url":"","job_title":"","description":"Margarita is a Content Manager and author at the Linked Helper blog, dedicated to providing practical and useful material. She conducts research and tests automation tools, drawing on practical experiences and interviews with LinkedIn marketing experts."}],"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/posts\/12113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/comments?post=12113"}],"version-history":[{"count":17,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/posts\/12113\/revisions"}],"predecessor-version":[{"id":28828,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/posts\/12113\/revisions\/28828"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/media\/12115"}],"wp:attachment":[{"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/media?parent=12113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/categories?post=12113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/tags?post=12113"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.linkedhelper.com\/blog\/wp-json\/wp\/v2\/ppma_author?post=12113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}