Autocreation of Deals, Activities, Leads, Tasks, Job Openings, etc.

1. Overview of Autocreation in LinkMatch

Autocreation means that whenever you add a LinkedIn contact or company using LinkMatch, the system can automatically create related entities in your CRM—such as Deals (Pipedrive), Leads (Pipedrive, HubSpot or Zoho CRM), Tasks (various CRMs), or Job Openings (Zoho Recruit), etc. This saves time and ensures your pipeline or recruiting workflow stays updated without extra manual steps.

2. Setting Up Autocreation in LinkMatch (Pipedrive as Example)

Open LinkMatch Parsing Options
- Locate the Parsing Options section inside LinkMatch. (Where you map fields and configure creation behaviour.)

How to open the LinkMatch "Options page" tutorial.

Enable Autocreation for Deals
- Within Parsing Options, select Contacts. Look for an “Autocreate” checkbox near the entity you want to create automatically on LinkedIn.
- Check the box to enable automatic deal creation whenever a contact is added from LinkedIn.
- Configure your Deal fields (deal title, deal stage, pipeline, etc.) so that each new contact automatically has a deal created in the correct pipeline.



Below are some sample mappings and default values that we used:
Text Template Strings Tutorial.
Default Values for CRM Fields Tutorial.
- Title (Deal) → Full Name (taken from the LinkedIn profile) + 'deal' text template string. This way, the deal's name will always be, for example, "Bill Gates deal".
- Owner → Default Value: “LinkMatch Team”
(Select the relevant Deal Owner in your system)
- Pipeline → Default Value: “Pipeline”
(Replace “Pipeline” with the actual name of your pipeline—e.g., “Sales Pipeline”)
- Status → Default Value: “Open”
(Select the relevant status in your system)
- Deal Created → Current Date
(Automatically marks the deal as created on today’s date)
- Expected Close Date → Current Date + 1 week
(Sets the close date for one week from creation)
- Label → Default Value: “Label 2” or “Label 3”
(Use any labels you typically apply in your CRM)
- User → Default Value: “LinkMatch Team”
(Assigns a specific user or team to this deal)
- Address → Address
(If there's an address in the LinkedIn profile, it will go to this field)
- Text Field → “Deal created by LinkMatch”
(Used a text template string to insert a standard note or description for every deal)

When you press Add to Pipedrive on a LinkedIn profile, the deal will be created automatically with all the default values and mapped data you’ve specified. This helps streamline your workflow, ensuring each new contact in your CRM is paired with a relevant deal or opportunity.

Save & Test
- Once configured, go to LinkedIn, open a profile that is not yet in Pipedrive, and click Add to Pipedrive.
- You’ll see LinkMatch automatically create a Deal (and Activity if you choose) when you save the profile.
- Check your Pipedrive—your new deal and contact should be linked.

3. Practical use cases for various systems

Below are best-practice use cases showing how LinkMatch’s auto-creation features can streamline workflows in different CRMs based on their modules and supported entities.

1. Pipedrive

(Modules: Contacts, Companies. Entities Possible to Autocreate: Deals, Leads, Activities)

Use Case A: Rapid Lead Qualification

Save a LinkedIn Contact as a Lead
- Scenario: You spot a prospect on LinkedIn who isn’t ready to become a full Contact.
- Outcome: LinkMatch automatically creates a Lead in Pipedrive when you add the profile. You can also generate a Deal if you prefer.
- Benefit: It allows you to manage early-stage opportunities separately, keeping your pipeline organized without prematurely cluttering full Contacts.

Automatic Follow-Up Activity
- Scenario: For every new Lead or Contact, you need an Activity (like a call or email reminder).
- Outcome: By enabling autocreation of Activities, LinkMatch schedules your next step automatically.
- Benefit: Ensures consistent outreach—no manual task creation required.

Use Case B: Company-Focused Sales

Add a Company from LinkedIn
- Scenario: You identify a potential business partner on LinkedIn.
- Outcome: LinkMatch saves it as a Company in Pipedrive and simultaneously creates a Deal or Lead linked to that company.
- Benefit: This is ideal for B2B sellers who manage deals at the organizational level. Combined with an Activity (e.g., “Intro Call”) for immediate follow-up, it keeps the sales flow efficient.

2. HubSpot

(Modules: Contacts and Companies. Entities Possible to Autocreate: Deals & Tasks)

Use Case A: Contact-Centric Deal Creation

Capturing a Potential Buyer
- Scenario: You find someone on LinkedIn expressing interest in your product.
- Outcome: When you click “Add to HubSpot,” LinkMatch creates a Contact and a Deal for them. It also sets up a Task (e.g., an email follow-up).
- Benefit: You instantly track them in your HubSpot pipeline without redundant data entry, and your next action is already on your to-do list.

Use Case B: Company-Level Pipeline Management

Account-Based Selling
- Scenario: You prefer to track the entire organisation’s potential in HubSpot.
- Outcome: Saving the company from LinkedIn triggers autocreation of a Deal under that company, plus any Tasks you configure (like a weekly check-in).
- Benefit: Great for account-based strategies—your entire sales team can see the deal at the company level and coordinate tasks.

3. Zoho Recruit

(Entities Possible to Autocreate: Job Openings for Clients (Companies))

Use Case: Streamlined Recruitment Setup

New Client from LinkedIn
- Scenario: You find a potential LinkedIn client looking to fill multiple roles.
- Outcome: LinkMatch auto-creates a Client (Company) in Zoho Recruit. At the same time, it can create a Job Opening if you already know the specific position(s) they need.
- Benefit: Quick start to your recruiting process—no manual switching between the client record and job postings. Everything is prepared for you the moment you add the new client.

Ongoing Hiring Activities
- Scenario: Each new Client might need a follow-up meeting or phone call to confirm job requirements.
- Outcome: Depending on your preferences, you can autocreate an Activity to ensure your next step is scheduled.
- Benefit: Guarantees a seamless transition from prospecting new clients to managing active job openings.

4. Zoho CRM

(Modules: Contacts, Leads, Companies. Entities Possible to Autocreate: Deals, Tasks, Campaigns for Contacts; Tasks and Campaigns for Leads; Deals and Tasks for Companies.)

Use Case A: Nurturing Key Contacts

Contact with Deal and Campaign
- Scenario: You discover a prime decision-maker on LinkedIn.
- Outcome: When saving them as a Contact, LinkMatch simultaneously creates a Deal, enrolls them in a Campaign (e.g., product launch), and sets a Task for immediate follow-up.
- Benefit: This is a comprehensive approach for high-value prospects: deal tracking, campaign engagement, and task scheduling all happen simultaneously.

Use Case B: Early-Stage Lead Engagement

Lead with Task and Campaign
- Scenario: You add a new LinkedIn contact less confident about your services.
- Outcome: LinkMatch saves them as a Lead, creates a Task (like a discovery call), and associates them with a targeted Campaign (e.g., a nurturing drip).
- Benefit: Keeps initial outreach structured, ensuring you track and convert leads methodically.

Use Case C: Company-Level Deals

Company with Deal and Tasks
- Scenario: You handle B2B sales where entire organizations matter.
- Outcome: Saving a LinkedIn company automatically generates a Company record, plus a Deal to track the potential business, and a Task to schedule an intro presentation.
- Benefit: It simplifies the sales cycle at the organisational level, giving your team immediate visibility into deal status and required actions.

4. Best Practices & Tips

- Define Default Values: Use default fields for your Deals, Leads, or Tasks so LinkMatch automatically populates consistent data.
- Create Custom Fields: If your CRM has unique fields (e.g., a “job opening ID” in Zoho Recruit), create a custom field in your CRM, then map LinkedIn data to it in LinkMatch.
Review Parsing Options Regularly: Whenever your sales or recruiting process changes, update your LinkMatch Parsing Options so that new data reflects those changes.
Stay Organized: Name deals or tasks descriptively so you can quickly identify them after they are mass-created.

Updated on: 20/01/2025