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LinkedIn Inbox Overview

Manage your entire LinkedIn prospecting workflow without ever leaving Klipy

Jung Hong Kim avatar
Written by Jung Hong Kim
Updated this week


LinkedIn Inbox transforms how you handle prospect conversations by bringing all your LinkedIn messaging directly into your CRM. No more tab-switching, lost context, or manual data entry.

What LinkedIn Inbox Does

Real-time Message Sync

  • See all your LinkedIn DMs directly in Klipy

  • Messages sync instantly as they arrive

  • Full conversation history at your fingertips

One-Click Contact Creation

  • Turn LinkedIn profiles into CRM contacts in seconds

  • Auto-populate name, title, photo, and profile summary

  • Link and sync existing contacts to their LinkedIn profiles

Automatic Conversation Logging

  • Mark prospects as "Ongoing Leads" for automatic tracking

  • Never miss a follow-up with stale conversation alerts

  • Keep your pipeline updated without manual work

Integrated Social Selling

  • Track your LinkedIn activity metrics (posts, comments, impressions)

  • Create memos and tasks without switching platforms

  • See 7-day performance snapshots


System Requirements

Desktop Only: LinkedIn Inbox is currently available on desktop browsers only. Mobile support is not on our roadmap.

LinkedIn Account: Any LinkedIn account works—Premium or Sales Navigator not required.


Quick Setup Process

Step 1: Connect Your LinkedIn Account

  1. Navigate to Settings > Managed Social or Click "Connect" from your Linkedin inbox page

  2. Click "Connect LinkedIn"

  3. Log in through our secure authentication system

  4. Grant permissions when prompted

Step 2: Access LinkedIn Inbox

  • Find "LinkedIn" in your main navigation

  • Your messages will sync automatically within 60 seconds

Step 3: Start Converting Conversations

  • Review your existing LinkedIn conversations

  • Click "Create person" to "Link" with existing contacts or create a new record based on the profile.

  • Mark high-priority prospects as "Ongoing Leads" by clicking on the "Casual Network" badge.

  • Click "Change to Ongoing Lead" to tell Klipy to start tracking conversation with the contacts.


Interface Tour

Main Inbox View

  • Left Panel: Conversation list with contact photos and last message preview. You will see "Focused" option once you add ongoing leads.

  • Center Panel: Full conversation thread.

  • Right Panel: Social selling metrics - and more to come!

Key Actions Bar

  • Link to Contact: Connect this LinkedIn profile to existing CRM contact

  • Create person: Add this Linkedin profile as a new contact or link with existing one in your database.

  • Mark as Ongoing Lead: Enable automatic conversation tracking

  • Create Memo: Add notes about this conversation

  • Set Task: Schedule follow-ups directly from the conversation

Social Metrics Dashboard

  • 7-Day Activity: Posts, comments, impressions, engagements

  • Updates hourly to maintain LinkedIn compliance

  • Benchmark indicators to track your social selling performance


Getting Started Strategy

Week 1: Foundation

  • Connect 5-10 of your most important prospects

  • Mark 2-3 as "Ongoing Leads" to test auto-logging

  • Create your first conversation memos

Week 2: Scale

  • Link 20-30 existing contacts to LinkedIn profiles

  • Set up follow-up tasks for stale conversations

  • Start tracking your social selling metrics

Month 1: Optimize

  • Review auto-logged conversations for insights

  • Use social metrics to improve engagement strategy

  • Integrate with your existing outreach sequences

Pro Tips

Start Small: Connect your top 10 prospects first to understand the workflow before scaling up.

Use Lead Monitoring Strategically: Only mark prospects as "Ongoing Leads" when you're actively pursuing them—this keeps your data clean and respects privacy.

Leverage Auto-Generated Summaries: Each LinkedIn profile creates a detailed memo automatically—review these before your next conversation.

Track Your Metrics: Use the 7-day activity view to optimize your posting and engagement timing.

What's Next?

Coming Soon:

  • Work Email Finder: Automatically discover prospect email addresses

  • LinkedIn Dashboard: Dedicated feeds for each prospect's activity

  • Social Signals: AI-powered lead recommendations based on LinkedIn activity

Need Help?

  • Technical Issues: Check our Troubleshooting Guide

  • Privacy Questions: Review our Data Security Documentation

  • Feature Requests: Contact support through the in-app chat


LinkedIn Inbox respects all LinkedIn terms of service and implements safety measures to protect your account from suspicious activity flags.

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