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What is the best way to track LinkedIn activity/conversations/leads in Insightly?

So far I've been copying and pasting conversations into notes on leads/opportunities, but this gets tedious and time consuming. Is there any way to do this more easily/efficiently? Thanks!

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  • According to LinkedIn's terms of conditions you are not allowed to automatically copy data over to another CRM. That is why almost all systems that have a LInkedIn integration simply show the LinkedIn profile as a view from within that system rather than bringing over the data.

    In short without breaking LI's T&Cs there is no way of doing this I believe.

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  • hey guys, we have recently made a nice integration between Insightly and LinkedIn, you can check it out here.

    https://linkmatch.net/insightly/

    LinkMatch allows you to match, save and update LinkedIn profiles to your Insightly.

    Would love to hear what you think about it!

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