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Creating a company or contact directly from LinkedIn

Charlie Troccaz avatar
Written by Charlie Troccaz
Updated over 3 months ago

It is now possible, from LinkedIn, to add and modify CRM cards (company and contact).


Installing the BoondManager extension for LinkedIn

From Chrome: I invite you to go to the Chrome Web Store to add the Boond extension to your browser.

LinkedIn_Chrome.png

From Mozilla Firefox: I invite you to open your browser and copy/paste the following URL into the address bar: https://www.boondmanager.com/wp-content/addons/boondmanager_for_linkedin.xpi then click Add.

LinkedIn_Mozilla.png

Then remember to allow the add-on to run even in private browsing mode if you wish.

LinkedIn_Autorisation_gadget.png


Creating or updating a company

Creating a company

Here are the, very simple, steps to follow :

  1. Synchronize with Boond

  2. Select the company to import

  3. Click on the Boond link

  4. Check the pre-filled information

  5. Create the company card in Boond

Here are some GIFs describing the different situations:

If you do not have a BoondManager page open in your browser, the add-on will first prompt you to log in:

gifconnexionboond.gif

Once on a LinkedIn profile, the add-on allows you to create the company from the information on the page.

Capture_d_e_cran_2021-02-26_a__18.05.16.png

Updating a company's information

When you are on a company card, the add-on will perform a check and suggest an update if it detects a difference between the information in Boond and the information on LinkedIn.

You can select the information you want to update:

Capture_d_e_cran_2021-02-26_a__18.01.25.png


Creating and updating a contact

Two scenarios may arise:

The contact's company already exists in Boond

Here are the, very simple, steps to follow:

  1. Go to the contact card

  2. Click on the Boond add-on

  3. Check and update the pre-filled information

  4. Create the contact card in Boond

dHqEkJA5sG.gif

The contact's company does not exist in Boond

In this case, BoondManager suggests creating the contact AND the company.

In two clicks, it's in Boond !

HGwVMjLxlL.gif

Updating a contact

In the same way as for companies, if BoondManager detects a difference between the information entered in the tool and the information entered on LinkedIn, an update will be suggested.

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