Authentication Flow Upgrade
A new authentication process streamlines LinkedIn setup, supports bulk installs, and enables agency-managed deployments.
As part of the CRM platform’s migration to a new app distribution method, we’ve rebuilt the authentication flow for LinkedIn for Workflows. The new process simplifies setup, improves clarity, and supports both individual and agency installations.
How it works today:
- Access the new authentication flow from the Connect and Support tab in the app profile.
- Two new authentication cards are available:
- Connect LinkedIn: Guides you through the LinkedIn authentication process with live feedback confirming whether your account is connected and active.
- Connect Chat: Requires a Provider ID custom field key and a Chat ID custom field key to store identifiers used for two-way messaging.
- Agencies can now complete bulk installations on behalf of their clients. Clients then complete the LinkedIn authentication and maintain it independently.
Why this matters:
- Supports scalable bulk installations for faster onboarding
- Enables agency-led deployments while allowing clients to manage their own authentication
- Provides live connection status for greater clarity and troubleshooting
- Ensures smooth setup for two-way LinkedIn messaging through proper field mapping