Pro Plan Only

• 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. You can choose any module and any available fieldFew readers

• How to open the LinkMatch "Options page"

  Need to adjust any LinkMatch-related settings? First, open the Options page. Here's how. If you already have it installed and active in your browser, press on it here. If it is not active, press "Manage extensions" Here you can open the extensions listFew readers

• Default Values for CRM Fields

  Overview Default values for CRM fields can be configured in the Parsing Options section of the Options page. Example Let’s say you have a Pipedrive "City" field. You map the "City" LinkedIn field to this Pipedrive field and set a default value like "No City in LinkedIn." (https://storage.crisp.chat/users/helpdesk/websiFew readers

• How to add a new field to the Parsing Options Section

  Create the Field in Your CRM First, create the new field in your CRM. Visit the Options Page Go to the Options page. Refresh the Options Page Refresh the Options page to load the latest settings. Map the New Field The new field should now appear in the Parsing Options section. Map it to the appropriate LinkedIn field. youtube How to map the fields in ParFew readers

• Text Template Strings Tutorial

  Template Strings allow you to customise how data is entered into your CRM fields by adding predefined text and dynamic LinkedIn information. Here's how you can use it: Customizing the Job Title Field Suppose you have a Job Title field in your CRM. You want every job title entry to start with the phrase "This will be a job title:". Setting Up the Template String After pressing the "Map" button (blue arrow points at it), you can start entering the phrase (for example):Few readers

• Email Enrichment with LinkMatch

  Plans and Limits: Standard Plan: 100 email enrichments per month. Pro Plan: 250 email enrichments per month. You can configure the email enrichment feature on the Options page. HowFew readers

• How to Make the Lead Have a Contact Name in Close.io

  The "Leads" module in Close.io is designed for LinkedIn companies. By default, it uses the company name as the Lead name. However, this behaviour can be changed to use the contact's name instead. Follow the steps below: Options Page - Parsing Options Navigate to the Options page and go to Parsing Options. Under the "Contacts" module, unmap the "Organisation" LinkedIn field from the "Lead" field and ensure the "Lead" field is empty. (Few readers