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Getting Started

LinkedIn Authentication & Chat Configuration

Learn how to install and authenticate the LinkedIn for Workflows app with the new authentication flow. This updated process improves clarity, supports agency deployments, and provides live connection feedback for easier setup and troubleshooting.

Overview

The LinkedIn for Workflows app integrates LinkedIn directly into your workflows, enabling automated profile searches, enriched data retrieval, and two-way engagement.

With the upgraded authentication flow:

  • Authentication is managed from the Connect & Support tab of the app profile.
  • Two connection tasks must be completed: Connect LinkedIn and Connect Chat.
  • Agencies can install the app for multiple sub-accounts, while clients complete their own LinkedIn authentication at any time.

Task 1: Connect LinkedIn

  1. Open the Connect & Support tab of the LinkedIn for Workflows app.
  2. In the Connect LinkedIn card, click Connect LinkedIn.
  3. A pop-up window will appear. Enter your LinkedIn email and password.
  4. Complete the CAPTCHA verification if prompted.
  5. Wait for the success message: “LinkedIn account is successfully connected!”
  6. Once confirmed, close the pop-up.

✅ You should now see your Location ID and Account ID listed beneath the confirmation message.

Task 2: Connect Chat

  1. Still in the Connect & Support tab, locate the Connect Chat card.
  2. Enter the following field keys:
    • Provider ID Field Key
    • Chat ID Field Key
  3. Click Connect Chat.
  4. Wait for the confirmation message: “Field IDs retrieved successfully!”

✅ Once complete, two-way LinkedIn messaging will be enabled for your workflows.

Next Steps

  • Test connection: Run a LinkedIn search or send a test message to confirm successful setup.
  • For agencies: Install the app across sub-accounts. Your clients can log in at any time to authenticate their LinkedIn using the steps above.

Troubleshooting

Issue: LinkedIn login fails?

  • Ensure your LinkedIn email and password are correct.
  • Reset your LinkedIn password if necessary.

Issue: CAPTCHA not appearing?

  • Refresh the pop-up and retry.
  • Disable browser extensions that block pop-ups.

Issue: App not connected after installation?

  • Return to the Connect & Support tab and use the Reconnect LinkedIn or Reconnect Chat buttons.
  • No need to uninstall and reinstall — reconnection is now supported directly in the app.

Conclusion

You have successfully installed and authenticated LinkedIn for Workflows using the new authentication flow. With both LinkedIn and Chat connections active, you can automate LinkedIn actions, enrich your CRM with live data, and manage two-way messaging seamlessly.