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How to use Copper's LinkedIn CRM integration

Improving prospecting and client management for Copper customers

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Amie-Lynn Mitchell

Product Marketing Manager

Whether you run a boutique creative shop, manage a growing consultancy, or lead client accounts at a media agency, LinkedIn is probably your go-to place for prospecting. But turning a promising message into a meaningful client relationship? That happens elsewhere—and often gets lost in the shuffle.

Nearly every sales motion starts on LinkedIn. With Copper’s LinkedIn integration, turning those connections into usable CRM data is fast, simple, and built right into your workflow — no context switching, no slowdown.

That’s where a CRM that integrates with LinkedIn — in a truly elegant way — can come in handy. With this goal in mind, Copper's Chrome extension now appears on any website, including LinkedIn!

Our LinkedIn CRM integration helps Copper users easily integrate LinkedIn activities with your CRM and keep track of activities on and off the platform.

Here’s everything you need to know about the new native LinkedIn integration for Copper.

LinkedIn CRM integration with Copper: the details

With Copper’s Chrome extension, LinkedIn becomes more than just a sourcing tool—it becomes a springboard for deeper client relationships. Here’s how it works:

  • As soon as you install the Chrome extension, you'll need to pin the Chrome extension to ensure it appears on every page.

  • When you land on a LinkedIn profile you want to save, an “Add to Copper” button appears. These aren’t cold contacts. They’re warm leads you’ve already looked into, connected with, or exchanged messages with.

  • You can label them “person" or a “lead”, according to Copper’s categorization value system, in the same instant.

Previously, you’d find a prospect, flip over to Copper in another tab to add the contact, then repeat. Now, you can add the details to Copper instantaneously without switching tabs.

But it's not just about contact info.

You know our philosophy: A contact isn’t an opportunity; it’s the chance at an opportunity — if you forge the right relationship together.

Now, you can also record all your outreach activities on LinkedIn, including messages, so you can easily save messages to your contacts in Copper. The LinkedIn CRM integration also lets you edit Copper fields directly from LinkedIn for added ease of use so you can update contact details on the fly.

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Benefits of a CRM that integrates with LinkedIn

We’re all about helping our customers build better relationships and save time. A CRM that integrates with LinkedIn, like Copper, can help you:

Scale outreach without losing the personal touch

Add prospects and leads to Copper in less time than it takes to do it manually. This allows you to save time on menial tasks and spend more time making meaningful connections and closing more deals.

For instance, let’s say you found the perfect warm prospect for your agency on LinkedIn. This is a contact you have had at least an introduction to, and light engagement with. They’re primed and ready for a discussion with your business development team.

Before, someone would need to switch tabs to enter all the prospect’s information and the details of the message conversation into the CRM before your team could reach out.

Now, everything is in one window, and your team gets all the information they need in seconds. And in sales, every second counts.

Build trust

In today’s relationship era, it’s important to really get to know your prospects as people. Incorrect or incomplete data can end up in some awkward moments. With this integration, you can quickly add complete prospect profile data and approve and amend the quality of your existing Copper records right from LinkedIn.

Imagine being on the phone with an old prospect who has been in your CRM for years. You’re having a conversation, and you ask them how things are going at their company XYZ Brand. But unfortunately, they stopped working at XYZ Brand a year and a half ago. How embarrassing!

Making sure all your customer information is up to date with a simple sync feature enables you to have the complete prospect picture from the very first call, leading to a stronger foundation for long-term relationship building.

Be more productive

If you’re like many companies, your team probably wastes a good amount of time on menial tasks like data entry. Now, all LinkedIn leads are already pre-filled. Plus, there’s no need to switch back to Copper to edit Copper fields. Instead, you can do everything in one place.

Think about this centrality in a recruiting scenario. Data entry can be downright demoralizing when you’re trying to find new talent.

Now, your HR team can easily add potential candidates from LinkedIn, and then keep track of them inside Copper for a streamlined recruiting process.

Track better

Track your interactions by adding notes directly to Copper records without tab hopping.

Let’s say you work in an industry where leads come from long, getting to know you conversations, like consulting. Those chats are full of important context. What they care about. What they mentioned in passing. What you should remember next time.

By adding notes to your contact or lead in Copper, you can capture those details as they happen and refer back to them later. So when you reconnect, you are not starting from scratch or relying on memory alone.

The real challenge is consistency. When saving notes means switching tabs and copying conversations into your CRM, it is easy to skip it altogether, especially on busy days. And in relationship driven businesses, that missing context adds up fast.

With Copper, you can quickly add notes directly to records as part of your normal workflow. Everything stays organized in one place, making it easier to pick up where you left off and keep building rapport over time.

Choosing the best CRM LinkedIn integration

When it comes to choosing the best CRM for LinkedIn integration, there are a few things to keep in mind. Sure, we aren’t the only CRM that integrates with LinkedIn. For example, how do the Zoho CRM and LinkedIn integration or HubSpot CRM LinkedIn integration stack up?

Our integration is available for all users on every plan, whereas other CRMs limit access to their highest tier users.

This new LinkedIn integration is just another reason why companies who love building relationships love Copper CRM. Copper customers can get started with the integration here.

Curious about Copper? Try our platform free for 14 days.

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