How to use Copper's LinkedIn CRM integration

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 find a LinkedIn profile you want to add, you can click the "+" button to add the contact to Copper.
• You can label them “person,” “lead” or “opportunity,” 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. Our LinkedIn CRM integration also lets you edit Copper fields directly from LinkedIn for added ease of use.

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 activities 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 prospect for your agency on LinkedIn. 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

Sync and track all your interactions on LinkedIn, including messages.

Let’s say you work in an industry where leads are generated from lengthy getting-to-know-you chats, like consulting. You want all your conversations available in your CRM, so when you chat with your contact again, you remember the little details of your last conversation.

The problem is, having to switch tabs to copy and paste in your CRM can be time-consuming — so much so that you might avoid doing it altogether, which isn’t a good idea if you’re in a relationship-centric business.

This integration makes it possible to track all those interactions from start to finish inside Copper, so that you have all the important details you need to keep building rapport the next time you pick up the phone.

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?

Here’s the thing: many other integrations don’t connect to LinkedIn’s Sales Navigator, the version of LinkedIn built for sales professionals.

With Copper CRM, our integration is native and works alongside LinkedIn’s Sales Navigator.

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.