On the Fly Profile View (Pro Plan)

The "On the Fly Profile View feature allows you to view up to 3 CRM fields directly on LinkedIn without opening the profile in your CRM.

If you have the LinkMatch Pro plan, you can configure this feature on the Options page.



The field must contain data in CRM to be displayed. Otherwise, "-" will be shown.






This feature is available for the following CRMs:

Pipedrive
HubSpot
Zoho CRM, Bigin, and Recruit
Close.io
Copper

Examples of Fields You Can Display:

Last Modified Time
You can show a "Last Modified Time" field, which lets you quickly check when the profile was last updated. This ensures you always have the latest information without opening the CRM profile.
How to update a profile

Deal Status (Pipedrive)
You can configure the "Deal Status" field to show whether a lead is marked as "Won," "Lost," or "In Progress." This gives you a real-time view of the lead’s stage in the pipeline, allowing for faster follow-ups.

Lifecycle Stage (HubSpot)
You can display the "Lifecycle Stage" field to see if the contact is a lead, marketing-qualified lead (MQL), or customer. This allows you to tailor your communication based on their stage in the sales funnel.

Job Opening Status (Zoho Recruit)
In Zoho Recruit, you can display the "Job Opening Status" field to know whether a position is still open or has been filled. This helps you stay up-to-date with candidate profiles without accessing the CRM.

Lead Score (Close.io)
Showing the "Lead Score" field from Close.io allows you to see how qualified a lead is based on their engagement, making it easier to prioritise who to contact next.

Relevant Tutorials

- How to sync LinkedIn messages (Pro plan)
- How to open the LinkMatch Options page

This feature makes it more efficient to manage profiles and stay updated without leaving LinkedIn!

Updated on: 07/10/2024