Stop manually entering contact information. LinkedIn Inbox intelligently connects profiles to your CRM, auto-populating key details and creating searchable contact records instantly.
Link vs Create New: When to Use Each
Use "Merge with existing person" When:
✅ You already have this person in your CRM
✅ Contact exists but lacks LinkedIn profile connection
✅ You want to enrich existing contact data with LinkedIn information
✅ Multiple team members have interacted with this prospect
Use "Create new person" When:
✅ This is your first interaction with this prospect
✅ No existing contact record in your CRM
✅ You want a fresh contact with complete LinkedIn data
Auto-Populated Contact Fields
When you create or link a LinkedIn profile, Klipy automatically enriches the contact with:
Basic Information
First Name: Extracted from LinkedIn profile
Last Name: Professional name from profile
Profile Photo: High-resolution LinkedIn headshot
Current Job Title: Most recent position from work experience
Contact Enrichment
Work Email: Email included in the contact details in Linkedin; OR Work Email enrichment (coming soon)
Company Name: Current employer based on the email domain
Industry: Company sector and focus area
Location: City and region from profile
LinkedIn Profile URL: Direct link to their profile
AI-Generated Profile Summary
Klipy creates a comprehensive memo including:
Professional background overview
Key experience highlights
Education summary
Notable skills and endorsements
Recent activity insights
Step-by-Step Linking Process
Linking to Existing Contact
Open the Conversation
Open LinkedIn Inbox
Select the conversation thread
Choose "Merge with Existing"
Click "Create person" button
Search your CRM using name or email
Select the matching contact from results
Automatic Enrichment
LinkedIn data populates empty CRM fields
Profile summary added to contact timeline
LinkedIn profile URL saved to contact record
Last interaction date updated based on the most recent messaging
Creating New Contact
Initiate Contact Creation
In LinkedIn Inbox, select the conversation
Click "Create Person" button
Complete Creation
Click "Create new person" to finalize
New contact appears in your CRM instantly
Automatic Enrichment
LinkedIn data populates empty CRM fields
Profile summary added to contact timeline
LinkedIn profile URL saved to contact record
Last interaction date updated based on the most recent messages exchanged
Understanding the AI-Generated Summary
What's Included
Professional Journey
Career progression and role transitions
Industry experience and specializations
Company background and notable employers
Skills & Expertise
Core competencies from profile
Endorsed skills and recommendations
Educational background highlights
Recent Activity Context
Latest posts and engagement patterns
Industry involvement and thought leadership
Professional interests and focus areas
Using the Summary Effectively
Pre-Meeting Prep: Review before calls to personalize conversations
Conversation Starters: Reference career highlights or shared interests
Qualification Insights: Identify decision-making authority and budget indicators
Follow-up Context: Reference specific background details in future messages
Managing Contact Duplicates
Prevention Strategies
Search Before Creating: Always check for existing contacts first
Use Name + Email (If known): Search by both email and name to find matches
Check Alternative Spellings: Look for nickname variations or maiden names
Duplicate Resolution
If you accidentally create a duplicate:
Identify the Duplicate
Search your CRM for similar names/companies
Look for contacts with same email domain
Check recent contact creation dates
Choose Master Record
Select the contact with most complete information
Prefer the record with more interaction history
Keep the LinkedIn-linked contact as master
Merge Process
Open the duplicate contacts
Select "Merge duplicate"
Select master record to merge into.
Click "Merge" to confirm.
Why We Don't Auto-Sync Existing Contacts
LinkedIn Compliance Protection
API Rate Limits: LinkedIn restricts how many profiles can be accessed per hour
Suspicious Activity Prevention: Bulk profile access can trigger account restrictions
Account Safety: Manual linking protects your LinkedIn account from automated activity flags
Data Quality Benefits
Intentional Connections: You control which contacts get LinkedIn data
Clean Database: Prevents irrelevant social profiles from cluttering your CRM
Privacy Respect: Maintains separation between personal and professional networks
Manual Process Advantages
Quality Control: Review each connection before linking
Context Awareness: Understand the relationship before enrichment
Selective Enrichment: Only enhance contacts that need LinkedIn data
Troubleshooting Common Issues
Contact Linking Failures
"No results found" Error
Try searching by full name + email instead of full name only
Check for spelling variations or nicknames
Ensure the contact exists in your CRM
LinkedIn Data Not Populating
Wait 30 seconds for data sync to complete
Refresh the contact page to see updated information
Check if LinkedIn profile is public or restricted
Duplicate Contact Created
Use the merge process outlined above
Profile Summary Issues
Incomplete Summary Generated
LinkedIn profile may have limited public information
Private profiles provide less data for AI analysis
Summary Needs Updates
Manually update contact notes if immediate changes needed
Contact linking respects all LinkedIn privacy settings and only accesses publicly available profile information.