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Everything or Selected: what LinkedIn and WhatsApp bring in

Everything or Selected: what LinkedIn and WhatsApp bring in0:39

Why a LinkedIn or WhatsApp conversation is missing from your inbox, and how the Sync setting fixes it. On the account in Core Integrations, a new account starts on Selected, which only brings in people already in your CRM with their LinkedIn URL or WhatsApp number. Everything creates a record for everyone you talk to and imports all your chats in the background, including cold outreach from people you do not know yet. Use it when a chat you expected is not showing. Message visibility is a separate setting.

Transcript

When a LinkedIn or WhatsApp conversation is missing from your inbox, open Core Integrations and check the account's Sync setting. A new account starts on Selected, which only brings in people already in your CRM with their LinkedIn URL, or their number on WhatsApp, so to pull a conversation in, add the person with it. Switch Sync to Everything and every conversation shows up in your inbox in the background, without creating a record, and from there you add anyone you want to People. Everything also brings in cold outreach from people you don't know yet. Message visibility is a separate setting with its own video.

Read the article: LinkedIn CRM integration