Skip to main content
New

Two-Way LinkedIn Messaging

Send and receive messages with attachments, auto-create leads from inbound chats, and track delivery receipts.

— Daniel Marr

Two-Way LinkedIn Messaging

We’re excited to announce the release of two-way LinkedIn chat, bringing real-time LinkedIn messaging directly into your CRM conversations flow.

What’s New

  • Send & Receive Messages: Engage with your LinkedIn connections without leaving the CRM.
  • Rich Media Support: Share and receive attachments including PDFs, images, videos, and audio files. Attachments are stored for 3 months before expiration.
  • Lead & Contact Creation: When a new LinkedIn user messages you, their information is automatically captured to create a lead or contact record in the CRM.
  • Delivery Receipts: Track message delivery to know when your outreach has successfully landed.

How It Works

  • All LinkedIn chats now appear in the CRM conversations tab for seamless communication.
  • Messages sent through new workflow actions Start a Chat and Send a Message also sync into conversations, ensuring a complete message history.
  • Incoming LinkedIn messages can trigger workflows, enabling automated follow-ups, lead assignment, or nurturing actions.
  • Authentication has been updated to accommodate additional fields required for chat functionality. View updated authentication steps here.

Why It Matters

This update bridges LinkedIn engagement with your CRM in a powerful new way:

  • Capture every opportunity: Turn inbound LinkedIn chats into new leads or contacts automatically.
  • Stay in sync: Manage conversations from one central CRM hub.
  • Work with context: Keep a full history of chats and attachments connected to each contact.
  • Stay reliable: Delivery receipts provide confidence that your outreach is reaching the intended recipient. We’re excited to introduce two-way LinkedIn chat, bringing real-time LinkedIn messaging seamlessly into your CRM conversations flow.

How it works today:

  • All LinkedIn chats now appear in the CRM conversations tab for unified communication.
  • Messages sent through workflow actions such as Start a Chat and Send a Message automatically sync into conversations, creating a complete message history.
  • Incoming LinkedIn messages can trigger workflows, enabling automated follow-ups, lead assignment, or nurturing actions.
  • Authentication has been updated to support additional fields required for chat functionality.

Key features:

  • Send & Receive Messages: Engage with your LinkedIn connections without leaving the CRM.
  • Rich Media Support: Share and receive attachments including PDFs, images, videos, and audio files (attachments stored for 3 months before expiration).
  • Lead & Contact Creation: Automatically capture new LinkedIn users as leads or contacts when they message you.
  • Delivery Receipts: Track message delivery to confirm when outreach has successfully landed.

Why this matters:

  • Capture every opportunity: Turn inbound LinkedIn chats into leads or contacts instantly.
  • Stay in sync: Manage all conversations from one central CRM hub.
  • Work with context: Keep a full history of chats and attachments tied to each contact.
  • Stay reliable: Delivery receipts provide confidence that your outreach is reaching the intended recipient.