How To Sync LinkedIn with vizrm & Your CRM: Enrich Contacts & Track Activity
Stop jumping between tabs! In this tutorial, we show you how to use the Vizrm Browser Extension to bridge the gap between LinkedIn and your CRM. Learn how to enrich contact data, map relationships, and track activities without ever leaving the LinkedIn interface.
In this video, you will learn how to:
Enrich CRM Data: Connect LinkedIn profiles to existing CRM records in one click.
Identify "Suspects": Match unlinked contacts and update custom CRM attributes instantly.
Create New Contacts: Automatically generate CRM records for new prospects found on LinkedIn.
Manage Deals & Activities: Associate contacts with deals and log activities directly from the sidebar.
Auto-Track Messages: Use the browser extension to sync LinkedIn conversations back to your CRM and org charts.
🕒 Chapters
0:00 Introduction: Streamlining Account Maps with LinkedIn
0:20 Enriching Existing CRM Contacts from LinkedIn
0:36 Matching Existing CRM Contacts with LinkedIn profiles & Updating Attributes
1:01 Creating New CRM Records from LinkedIn
1:12 Managing Activities & Deals inside the LinkedIn UI
1:34 Using the Browser Extension to Track LinkedIn Messages Automatically
🔗 Quick Links
Get the Extension: https://app.vizrm.com/welcome
Step-by-Step Guides: https://help.vizrm.com/
Main Site: https://vizrm.com