Skip to main content

Sync contacts from LinkedIn

How to Create a CRM contact from a LinkedIn profile

Updated today

1. Navigate to a LinkedIn profile page with the vizrm browser extension enabled

2. Click on Update CRM on the profile to open the vizrm panel

3. Provide additional details / custom attributes on the contact

If a contact with the name + company exists in your CRM but is not yet linked to a LinkedIn profile, the vizrm will ask you to match the contact. If it doesn't exist, it will create a new contact in the CRM.

4. Click on match contact to update the CRM

5. Click on the top-left menu to open the contact in CRM or vizrm

6. Click Show on Org Chart to launch the chart

7. Use drag & drop to position the contact on the org chart

8. The contact has been placed on your chart

Did this answer your question?