LinkMatch
LinkMatch enables you to add any LinkedIn profile as a Close lead with a single click.
With LinkMatch you can see which people/organizations from LinkedIn are already in Close, view/edit Close leads without leaving LinkedIn, save LinkedIn profiles as leads into Close, and it will even keep track of LinkedIn profile changes and offer you to update those changes into Close.
What you'll need
- A Close account and your API key
- A LinkMatch license for Close integration (they offer 30-day free trial)
How the integration works
Instead of manually search through LinkedIn profiles, creating a lead in Close one-by-one, and copy/pasting information such as names, phone numbers, websites, etc. - you can just click the new Add to Close
button on LinkedIn profile to do all that in a single click.
Setup
Download and install a Chrome extension
Because LinkMatch works solely as a Chrome extension, you will need to install it first. Go to LinkMatch Chrome store link > Add to Chrome > Add extension.
Enter Close API key
After installing, you should land on the login page as shown below:
If you don't have that opened, go to Chrome's ... menu in the upper-right > More Tools > Extensions > LinkMatch for Close > Details > Extension options
to open it.
Enter your Close API key found under your Close app > Settings > Developer > API keys
, and your Close email address and click Login
. If you are a new user, that will register you as well and start a 30-day free trial.
Accept their Terms of Use and you're in!
Test it out
You should be all set - go to LinkedIn search and you will see X
alongside the profiles that are not yet in your Close organization, and ✓
where profiles are already added in Close.
Open a LinkedIn profile and click Add to Close
to add that profile as a new lead in Close:
Click Create
and new lead will be created.
Configuration (optional)
These configuration paramaters are optional, but is beneficial to be familiar with them in case you want to fine-tune your integration. Access them by clicking on a LinkMatch icon in your Chrome toolbar in the upper-right.
Fields Display Options
Fields display define what fields are displayed in the LinkMatch popup window, and in what order. You can show/hide/reorder fields as you see fit.
Parsing Options
Parsing options define how LinkedIn fields are mapped to Close fields. By default, LinkMatch will include Name, Description, Address, Website and some more - but you can add additional fields if needed - including mapping them to Close Custom Fields.
For more information about LinkMatch and their integration guide take a look at https://linkmatch.net/closeio/