1. Introduction to LinkedPro

LinkedPro is an advanced Zoho CRM extension that allows users to search, view, import, and engage with LinkedIn profiles directly from within Zoho CRM. It streamlines prospecting, lead enrichment, company insights, and networking, without switching tabs.

In essence, LinkedPro transforms Zoho CRM into a complete LinkedIn integration tool for connecting, engaging, and efficiently growing a professional network.

1.1.      What is LinkedPro?

LinkedPro is an advanced extension for Zoho CRM that enhances prospecting and data enrichment by allowing users to efficiently search LinkedIn profiles of Leads, Contacts, and Accounts using basic information such as name, location, and company. With a straightforward setup, users can access accurate search results instantly without exiting Zoho CRM. The extension offers complete profile information, facilitates company-wide searches, and allows direct sending of connection requests or messages from within the CRM. Additionally, it enables the management of the LinkedIn connection list, bulk data import, and export of profiles in CSV or JSON formats.

Key features include precise search results that ensure relevant information is quickly obtainable, comprehensive access to company employee details within the accounts module, and an effective mechanism for expanding networks through sending connection requests and managing contacts. Users can initiate and monitor LinkedIn direct messages directly within the CRM, enhancing interaction tracking. LinkedPro is designed to integrate LinkedIn functionalities seamlessly into Zoho CRM, allowing professionals to connect, engage, and grow their networks more effectively than ever before, while also providing facilities to filter and export LinkedIn contacts for ongoing business collaboration.

1.2.      Features and Benefits

Here are the key features and benefits:

LinkedIn Profile Search

Allows users to search for LinkedIn profiles of Leads, Contacts, and Accounts using basic details like name, location, and company.

Seamless Integration

Offers a quick, one-time setup to provide instant, accurate results without leaving the CRM.

Comprehensive Data Access

Displays complete LinkedIn profile information and supports company-wide searches to view employees directly within the Accounts module.

Networking Tools

Enables users to send LinkedIn connection requests and initiate and monitor direct messages right from within Zoho CRM.

Connection Management

Allows users to access and manage their LinkedIn connection list alongside their Zoho CRM contacts.

Efficient Data Management

Supports bulk import of LinkedIn profiles/connections into Zoho CRM as leads, filtering by job and type, and exporting profiles as CSV or JSON files.

1.3.      What You Can Do with LinkedPro

1)      Search LinkedIn profiles using CRM data

2)      View complete LinkedIn profile details inside CRM

3)      Send connection requests & messages

4)      Manage connections directly from CRM

5)      Bulk import LinkedIn profiles into Leads, Contacts, Accounts

6)      Export data as CSV/JSON

7)      Filter search results

8)      View company-wide employees

2.      Getting Started

2.1.      One-Time Setup

1. Open Zoho CRM and navigate to the module containing the record you want (Leads, Accounts, or Contacts).
   
2. Open the specific record you want to view.
   
3. Click the LinkedPro button on that record page.
   
4. If this is your first time, a prompt will appear asking you to install the LinkedPro Token Extractor. Click Add to Chrome.
   
1. (This requires Google Chrome. If you’re using another browser, switch to Chrome first.)
   
5. After the extension installs, sign in to your LinkedIn account in the same Chrome browser.
   
6. Once you’re logged in, the Linked Pro Token Extractor runs automatically and retrieves your LinkedIn session token in the background.
   
7. Wait a few seconds, the connection will be established and the Zoho CRM page will auto-refresh.
   
8. Confirm the Linked Pro panel shows LinkedIn data inside your Zoho record.
   
9. That’s it; this setup is one-time only. After the first successful connection, Linked Pro will stay connected, and you won’t need to log in again each time.
   
10. From now on you can view and use LinkedIn information directly in Zoho CRM whenever you open a record.
    

Quick troubleshooting/tips

1. If the page doesn’t refresh, manually reload (F5) after installation and login.
   
2. Make sure Chrome extensions aren’t blocked by your browser or company policy.
   
3. If LinkedPro isn’t showing data later, verify you’re still logged into LinkedIn in Chrome and the extension is enabled.
   
4. If your company uses strict extension policies, ask IT to allow the LinkedPro Token Extractor extension.
   

You’ll be able to view and use LinkedIn information right inside Zoho CRM whenever you need it. The page will auto-refresh.

3.      Using LinkedPro

3.1.      Search Criteria – LinkedIn Profiles

LinkedPro automatically fetches profiles using CRM fields:

A profile can be searched using:

1. First Name
   
2. Last Name
   
3. Company
   
4. Country
   

Searches go up to 4th-degree connections.

LinkedIn users are not notified of visits.

Profiles appear instantly inside Zoho CRM.

LinkedPro integrates seamlessly with your CRM, allowing users to locate LinkedIn profiles efficiently using existing information from their Leads, Contacts, or Accounts. By inputting basic details such as first name, last name, company, and country, users can activate the LinkedPro feature with a single button click, revealing the most pertinent profiles, including those up to the fourth degree of connection on LinkedIn. This offers timely access to key individuals without alerting them to profile visits.

Additionally, users can enhance their data by directly mapping LinkedIn fields to their Zoho CRM records through the "Import to CRM" feature, which makes these enriched fields visible on the record's timeline. The core data points utilized for searches include first name, last name, company, and country.

3.2.      Viewing LinkedIn Profiles

Inside the CRM record, you can view:

1. Summary / About
   
2. Skills
   
3. Education
   
4. Experience
   
5. Contact Info
   

You can also map and import LinkedIn data into CRM fields.

LinkedPro integrates seamlessly with your CRM, allowing users to locate LinkedIn profiles efficiently using existing information from their Leads, Contacts, or Accounts. By inputting basic details such as first name, last name, company, and country, users can activate the LinkedPro feature with a single button click, revealing the most pertinent profiles, including those up to the fourth degree of connection on LinkedIn. This offers timely access to key individuals without alerting them to profile visits. Additionally, users can enhance their data by directly mapping LinkedIn fields to their Zoho CRM records through the "Import to CRM" feature, which makes these enriched fields visible on the record's timeline. The core data points utilized for searches include first name, last name, company, and country.

3.3.      Company-Wide Employee Insights

Using Account Name, you can view:

1. All employees working at a company
   
2. Multi-select employees
   
3. Bulk import them as Leads, Contacts, or Accounts
   

Great for prospecting and team mapping.

Get related employee records from a company on LinkedIn by searching for the "Account Name." This retrieves profiles with the company name, allowing for multi-selection and bulk data import into Zoho CRM as leads, accounts, or contacts. Once a profile is located via LinkedPro, it shows sections such as Summary, Skills, Education, Experience, and Contact Info.

4.      Data Importing & Mapping

4.1.      Bulk Import to CRM

LinkedPro allows importing multiple profiles at once:

1. Choose module:
   
1. Leads
   
2. Contacts
   
3. Accounts
   
2. Map LinkedIn fields to Zoho CRM fields
   

Only fields with matching data types can be mapped)

LinkedPro facilitates the direct import of multiple LinkedIn profiles into Zoho CRM by employing a mapping form for field alignment. The process allows users to view LinkedIn data on the right side and map it to corresponding Zoho CRM fields, which can include Leads, Contacts, or Accounts, on the left. It is crucial to note that only fields of the same data type can be mapped together to maintain data accuracy. Additionally, the mapping form displays all available standard layout fields from the chosen CRM module, and a mapping guide is provided to assist users in ensuring successful data export.

4.2.      Save Configurations

You can save your mapping templates to reuse them later.

Example:

1. “Default Leads Mapping”
   
2. “Enterprise Accounts Mapping”
   

This saves time and ensures consistent imports.

Once field mappings are configured, they can be saved for future use to avoid repetition. Users can save the configuration by clicking "Save Configuration" and assigning a unique name. During subsequent data imports, the saved configuration will be available for selection, while the option to create a new one remains. This process facilitates faster, more consistent, and error-free imports of large volumes of prospect data.

5.1.      Connection Requests

You can send connection requests directly from Zoho CRM:

1. Click Connect button
   
2. Add personalized message
   
3. Send without opening LinkedIn
   

If you're already connected:

1. A green connection icon appears

The "Connection Request" feature facilitates searching for and sending connection requests to individuals directly from LinkedPro, thereby enhancing networking and communication efficiency within the platform. For individuals already in your LinkedIn network, the LinkedPro extension indicates this by displaying a green connection icon, which signifies that you are connected with them on LinkedIn.

The "Connection Request" feature in LinkedPro allows users to efficiently search for and send connection requests to specific individuals without navigating to the LinkedIn website, thus enhancing the convenience of networking and communication.

5.2.      Direct Messaging

For LinkedIn connections, LinkedPro shows:

1. Message icon
2. Previous chat history
3. Real-time message window

You can message prospects without leaving CRM.

LinkedPro offers a Connection request feature, adjacent to this icon, a message icon is present, enabling you to send direct messages and access your previous chat history conveniently within the LinkedPro interface.

For those not within your connections, the process of connecting is initiated by clicking the Connect button, which prompts a message box where you can include a personalized note with your connection request. Once you click the send request button, your note will be automatically attached to the request.

When you click the message icon next to the profiles of your existing connections, it allows for direct messaging through LinkedPro, while also facilitating access to prior chat history with that individual, thereby improving communication efficiency.

6.1.      Connection List

1. View all your LinkedIn connections
   
2. Search within your network
   
3. Engage or re-engage directly
   
4. Manage relationships without switching tabs

7.      Filters & Advanced Search

To refine your search by applying filters for:

1. Company
   
2. Location
   

This helps you focus only on the most relevant prospects, saving time and improving accuracy.

8.      Exporting Data

LinkedPro offers the ability to export LinkedIn profile data in two formats:

A.     CSV Export

Best for:

1. Offline Usage
   
2. Sharing with Team
   
3. Excel-based analysis
   

The CSV format allows users to download structured data for offline records, team sharing, or further analysis, effectively saving all data fields for future reference.

B.     JSON Export

Best for:

1. Developers
   
2. Automation
   
3. API Integrations
   
4. Data processing
   

The JSON format is tailored for developers, preserving data hierarchies necessary for APIs, automations, and integrations. These export options facilitate backing up valuable lead information, reusing it across various systems, and maintaining accessibility beyond the CRM.

⭐      Seamless Integration

Works directly inside Zoho CRM, no switching tabs

⭐      Smart & Precise Search

Fetches accurate LinkedIn profiles using basic CRM information

⭐      Employee Insights

View all employees of a company instantly

⭐      Networking Tools

Send connection requests & messages directly from CRM

⭐      Bulk Import

Import many profiles at once with smart mapping

10.1.      Connection Not Working?

1. Ensure LinkedIn session token is valid
   
2. Re-login or extract token again
   
3. Check if LinkedIn account is logged in on browser
   

10.2.      No search results?

1. Verify first/last name
   
2. Add company or country
   
3. Try using fewer filters
   

10.3.      Import Errors?

1. Ensure data types match during mapping
   
2. Review mandatory fields in Zoho module
   

10.4.      Support

In case you have any further queries, please feel free to contact us at info@zenithinnovations.net