Q: Where to configure the Messages Sync feature

<ol> <li>Open the Options Page Visit the <a href="https://help.linkmatch.com/en/article/how-to-open-the-linkmatch-options-page-1rpe81p/">Options page</a>.</li> <li>Locate the "Messages Autosaving Settings" Section Find the "Messages Autosaving Settings" section.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/6b0f0346918f5c00/image_o8zuxi.png" alt="" /> Here, you can configure it per the CRM you use.

Question 1

Changing layouts in LinkMatch for Zoho CRM

Accepted Answer

Selecting a Different Zoho CRM Contact/Lead Layout

You can select a different Zoho CRM Contact/Lead Layout in the Advanced Settings section on the Options Page.

| The selected layout will always be used consistently across your CRM integration unless you change it again.

Switching Between Layouts Requires Reconfiguration

When you switch layouts, you must reconfigure the mapping for fields specific to the new layout.

For example:

If you switch from Layout 1 to Layout 2, you’ll need to map fields for Layout 2.
If you later return to Layout 1, the mapping for Layout 1 will need to be reconfigured unless the fields in both layouts are identical.

To avoid discrepancies, please ensure your field mappings are updated whenever layouts are changed.

Question 2

"No LinkedIn URL in CRM profile" error

Accepted Answer

This tutorial will guide you through resolving the "No LinkedIn URL in CRM profile" error. This error indicates that the LinkedIn URL is not saved in the CRM profile, and messages can only be synced once corrected.

Error Screenshot

||| You should double-check the following before proceeding:

Ensure the LinkedIn URL is mapped to the correct field in the Parsing Options of the Options page. Need help to map the fields on the Options page? Tutorial here.

Verify that only one instance of the LinkedIn URL is mapped in the Parsing Options— ONLY ONE FIELD SHOULD CONTAIN THE LINKEDIN URL!
If the LinkedIn URL is saved in a different field in your CRM (rather than the one mapped in the Options page), this will cause an error. || If, in your CRM, the LinkedIn URL is saved in a field named "LinkedIn," but in the LinkMatch Options page, it is mapped to the "LinkedIn URL" field, it will not work. The fields must correspond exactly. To avoid errors, the LinkedIn URL in your CRM should be saved in the same field mapped in the Options page.

After you've looked over and set up these settings, you'll be able to move forward.

Steps to Resolve the Error

Open the LinkedIn Profile Page Navigate to the LinkedIn profile page

Question 3

How to Sync LinkedIn Messages (Pro Plan)

Accepted Answer

If configured correctly (learn where to configure here), the LinkedIn messages sync feature works during the profile creation process and in the 'Messaging' tab.

||| However, please note that profile creation sync is only possible in regular LinkedIn, while the 'Messaging' tab sync is available in all LinkedIn plans.

Steps to Sync Messages in the 'Messaging' Tab

Ensure Profile is Saved in CRM Verify that the LinkedIn profile is saved in your CRM and contains the LinkedIn URL. (No LinkedIn URL error? Visit here)
Open the Messaging Tab Navigate to LinkedIn's 'Messaging' tab.

|| Regular LinkedIn Regular LinkedIn Inbox

|| Sales Navigator Sales Navigator Inbox

|| LinkedIn Recruiter Recruiter Inbox

Open a Dialogue Window Open a dialogue window with the person whose messages you want to sync.

||| Note that messages will

Question 4

How to Update Chrome Extensions

Accepted Answer

Updating your Chrome extensions is a straightforward process. Follow these steps to ensure your LinkMatch is up to date:

Open Chrome Extensions Page Open Google Chrome, type chrome://extensions/ in the address bar, then press Enter.

Method 1

Method 2

Method 3

Enable Developer Mode In the top right corner of the Extensions page, toggle on "Developer mode." This will enable additional options, including manually updating your extensions.

Click "Update" Once Developer mode is enabled, you’ll see an "Update" button at the top of the page. Click this button to update your installed extensions to the latest version.

Wait for the Updates to Complete Chrome will automatically check for updates and install any that are available. You’ll see a brief notification indicating that the extensions have been updated.

Disable Developer Mode (Optional) After updating, you can toggle off Developer mode if you

Question 5

LinkMatch Customer Dashboard

Accepted Answer

If you are a LinkMatch admin of your team, you can enter the dashboard here.

If you need administrative rights, please don't hesitate to contact us at team@linkmatch.com.

You can also find the dashboard in the "Manage your team" section on the Options page:

Account Settings Section

Add and remove team admins who can log into the dashboard.

Subscriptions Manager

Edit your existing subscriptions.
Add/remove users and copy settings between team members.
Use the 'Purchase New Subscription' button for subscriptions with different billing intervals.

If you want to add a new user/ replace one user with another/ delete one from a subscription:

Click the Manage Users button.

| You can mix subscriptions (e.g., Zoho CRM and Recruit in one subscription). However, the duration must remain the same.

Copying Settings from One User to All Users

![After this, all users must refresh LinkMatch options page and LinkedIn](https://storage.crisp.chat/users/helpdesk/website/6b0f0346918f5c00/i

Question 6

Where to configure the Messages Sync feature

Accepted Answer

Open the Options Page
Visit the Options page.
Locate the "Messages Autosaving Settings" Section
Find the "Messages Autosaving Settings" section.

Here, you can configure it per the CRM you use.

Featured & Frequently Read Articles

Browse All Categories