LinkedIn CRM integration

With LinkedIn sync enabled, Dalil AI brings your LinkedIn conversations directly into your CRM.

Messages appear inside the Unified Inbox and are automatically linked to the correct People and Company records, ensuring every interaction is captured and organised.

This allows Dalil to transform real conversations into CRM updates, collaboration, and sales insights — without requiring manual data entry.

Dalil offers flexible syncing options so every team can choose the level of automation and privacy they prefer.

LinkedIn sync modes

When connecting LinkedIn, Dalil allows you to choose between two different syncing modes.

1. Sync all LinkedIn conversations

Dalil can sync all LinkedIn conversations from your account, including contacts that are not yet in your CRM.

This removes the need for manual work because Dalil can automatically capture LinkedIn profiles and conversation context, allowing you to create CRM records instantly.

If non-relevant conversations are imported, they can be unsynced and permanently removed from Dalil's inbox and database at any time.

This mode is ideal for users who want maximum automation and full visibility of LinkedIn interactions.

2. Sync only CRM-related conversations

For teams that want more control over their inbox, Dalil can sync only conversations linked to contacts already stored in the CRM.

In this mode:

• Only conversations with existing CRM records appear in Dalil
• Conversations with unknown LinkedIn profiles are not imported
• Your Unified Inbox stays clean and focused on active prospects

This option is particularly useful to avoid all inbound LinkedIn conversations automatically entering the inbox, especially for users who receive a high volume of messages.

Importing conversations and creating records

Dalil also provides tools to turn LinkedIn conversations into CRM data.

From the Unified Inbox, users can:

• Import LinkedIn conversations
• Create new CRM records in one click
• Link conversations to People, Companies, and Deals

This makes it easy to convert LinkedIn interactions into structured CRM data without switching tools.

Collaboration across your team

LinkedIn conversations are typically managed individually and remain locked inside personal accounts.

Dalil solves this by allowing teams to share conversations across users.

This enables:

• Better collaboration on accounts
• Shared visibility on prospect communication
• Smoother handoffs between sales team members

Sales teams and managers gain real-time visibility into interactions that move deals forward.

How to enable LinkedIn sync

1. Go to Account Settings
2. Open Core Integrations
3. Click Add on the LinkedIn integration
4. Follow the steps on screen to connect your account

Once completed, your LinkedIn account and Dalil CRM will be connected and conversation syncing will begin.

Where to see your LinkedIn conversations

Unified Inbox

The Unified Inbox centralises all conversations from:

• LinkedIn
• WhatsApp
• Email

This allows teams to manage conversations without switching between platforms.

Record conversations

Each Person or Company record contains a Conversations tab where synced LinkedIn messages appear.

From there, users can:

• Review conversation history
• Reply directly from Dalil
• Maintain a complete record of sales interactions

Why this matters

Many important sales conversations happen on LinkedIn but never reach the CRM.

By syncing LinkedIn messages, Dalil ensures:

• Conversations become part of the sales record
• Sales teams avoid manual logging
• Managers gain visibility into real prospect interactions
• AI models receive richer context for insights

Key outcome

With LinkedIn sync enabled, Dalil ensures that your LinkedIn conversations become part of your sales system.

Your team keeps better track of prospects, collaborates more effectively, and maintains a CRM that reflects real conversations.