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 field Below are three particularSome readersBulk Exports with LinkMatch (Pro Plan)
The LinkMatch Pro Plan provides 500 monthly bulk exports for profiles in Sales Navigator Lists and LinkedIn Recruiter Projects. How to Bulk Save/Update Contacts: Create a List Create a list of profiles you wish to save or update in bulk in Sales Navigator or LinkedIn Recruiter. ( Lead lists for Sales Nav, and Projects for Talent Solutions) Save/Update Contacts Once the list is created, you will see a button to save or update all the profiles. Sales NavigatorFew readersLinkMatch AI (Pro Plan)
Instant AI (beta) Instant AI allows you to see up to three custom prompts for Contacts and up to three for Companies directly on the LinkedIn profile or company page. By placing up to three prompts on any LinkedIn profile or company page, you can get key information (for example, "Executive experience" or "Funding stage") without manually opening or saving the profile first. Below is an example configuration: (https://storage.crisp.chat/users/helpdesk/website/6b0f0346918f5c00/scrFew readers
LinkMatch Options Page
Changing layouts in LinkMatch for Zoho CRM
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. Switching Between Layouts Requires Reconfiguration When you switch layouts, you must recFeaturedHow 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 readersDefault 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 readersHow to add a new field to the Parsing Options Section
Create the Field in Your CRM First, create a 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. Refresh all LinkedIn tabs to apply the chaFew readersText 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 readersAutocreation 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 (PipFew readersFields Display Options
How to rearrange and hide fields in your LinkMatch popup: The popup before editing the "Fields Display Options" Locating Fields Display Options Visit the LinkMatch Options Page: LinkMatch Options Page and click on the section labeled “Fields Display Options.” Drag and DropFew readersParsing Options Tutorial
Parsing Options define how LinkMatch extracts data from a LinkedIn (or XING) profile and populates corresponding fields to your CRM. Properly configuring these settings helps ensure the most relevant information is captured. Accessing the Parsing Options The Parsing Options are on the LinkMatch Options Page: LinkMatch Options Page. The Importance of Parsing OptFew 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. How It WoFew readersHow 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