Messaging

Feature Overview

LinkedIn Messaging provides bi-directional communication with your LinkedIn connections:

• Inbound Messages – When a user sends you a message on LinkedIn, a new contact will automatically be created in your CRM if one doesn’t already exist. The message is captured, and a Chat ID and Provider ID are generated.
• Outbound Messages – You can send LinkedIn messages directly from the CRM. If a Chat ID does not yet exist, the system automatically creates one for you.
• Attachments – Messages can include or receive attachments such as PDFs, text files, CSVs, images, MP3 audio, and MP4 video.
• Retention – Messages are stored on the server for 90 days. Important conversations should be exported or downloaded for long-term storage.
• Workflow Integration – Any messages sent via workflow actions (e.g., Start A Chat or Send A Message To A Chat) will also appear in the Conversations page, providing a unified view of activity.

Use Cases

• Sales & Outreach – Manage LinkedIn conversations directly in the CRM while maintaining full context.
• Recruiting – Centralize candidate communications, including CVs or attachments sent over LinkedIn.
• Support & Follow-Up – Use workflows to trigger automated responses while reviewing conversations in one place.
• AI-Assisted Messaging – Combine with the List All Messages action to give AI full conversation context before generating a reply.

Key Capabilities

• Seamless two-way sync between LinkedIn inbox and CRM conversations
• Automatic creation of new contacts from inbound LinkedIn messages
• Message and attachment support (PDF, image, video, audio, text, CSV)
• Workflow messages appear in the same thread as user-driven messages
• Chat IDs are automatically generated when missing
• 90-day server-side retention for LinkedIn messages

Best Practices

• Complete Authentication First – Ensure your Provider ID and Chat ID fields are set up and submitted before enabling LinkedIn Messaging.
• Download Important Conversations – Since messages are retained for 90 days, archive anything that needs long-term storage.
• Keep Conversations Unified – Use Chat ID consistently to maintain threads between manual and workflow-driven messages.
• Monitor Attachments – Confirm that attachments sent or received are supported formats (PDF, JPG, PNG, CSV, MP3, MP4).
• Leverage Workflows – Automate LinkedIn responses but maintain context by checking conversation history before triggering AI or follow-ups.