Before setting up the integration, it's crucial to keep in mind that:
- In order to finish the integration, you need to have:
- at least one Pipeline created in the Streak CRM;
- memberId and publicId set as identifiers in the Box tab (check the Add new mapping and custom fields section of this article).
- at least one Pipeline created in the Streak CRM;
- When sending a profile to the CRM, Linked Helper searches for a match between the profile's and contacts' identifiers in the CRM; if a match is not found, Linked Helper creates a new contact.
- Linked Helper searches for a match using one identifier at a time, starting with the upper one; only if a match is not found, another identifier is used for searching.
- Some data like e-mails or phone numbers can be only scraped from your 1st connections. Linked Helper 2 scrapes all available contact data when visiting profile, so we recommend our users sending contacts to a CRM after "Visit and extract" action.
Get Streak CRM API keys
To get the key, please:
- Open your Gmail account and click on the Streak icon in the upper right corner:
- In the right side menu, click on Integrations:
- Choose Custom integrations option:
- Click Create a new key button:
- Copy the key and paste it into the Linked Helper:
Add action to your workflow
To send successfully processed profiles
If you want to send profiles to a CRM after they were successfully processed in a certain Action, you need to add Send person to external CRM below that Action:
- Make sure the Send person to external CRM plug-in is installed;
- Go to your campaign Workflow tab and click '+' button below the action after which you'd like to send a profile to Streak CRM:
- Find the 'Send person to external CRM' Action and click the Add button:
- Choose Streak CRM, then click the Next button:
- Paste the API key, then click the Next button:
To send those who replied
If you want to send only those who replied to a certain message, you need to set up the integration in the corresponding Check for replies and/or any messaging action that sends follow-up to a previously sent message:
- Make sure the Send person to external CRM plug-in is installed;
- Navigate to the action that should send replied profiles to a CRM and click it to see the settings on the right:
- choose the CRM you'd like to send profiles to, click the CRM custom settings button and follow the instructions in the section of the first section of this article:
Adjust integration
Settings overview
Once you've opened CRM integration settings, you will see default fields that will be sent to your CRM. Let us quickly review what you can do here:
- You can change the CRM access token to connect to another account.
- Send messaging history to the CRM and save it as meeting notes, box comment, or call log.
- Choose a team contact will be assigned to.
- Choose a pipeline inside the CRM to add a profile to.
- Select a stage at which a profile was at the moment of sending.
- Assign the box with a CRM user.
- Associate the box with person, organization, or both.
- Switch to the Organization or Box tab to choose what extra fields should be sent and adjust them if needed.
- Map Linked Helper fields with fields in the CRM.
- Identifiers (IDs) - fields that are used to search for a profile in the CRM. If a profile with such an ID is not found, the next field below that's selected as an identifier is used for searching. With no profile found at all, Linked Helper creates a new record in the CRM.
- When a profile is found in the CRM, Linked Helper sends data to empty fields only and leaves existing values in the CRM unchanged. If you want to send data to a field and update its value with new data from LinkedIn even if the field is not empty, enable the override option for such a field.
- Add new fields that will be sent to the CRM.
- Remove fields that you don't want to send to the CRM.
- Choose what element to send to the CRM. If a field contains several values, e.g. a profile has three third-party emails scraped, then you can choose what email (1st in a row, or 2nd, 3rd, etc.) to send. To send them all, on the Linked Helper side, you need to add several identical fields but set a different element number for every field, and on the side of the CRM, you need to have three different fields, one per every email.
- Save the changes.
- Save the changes and make current settings be default ones for newly added actions or those actions that set to use defaults.
Changing default options
- By default, messaging history is sent as meeting notes, but you can disable that or change to any other option:
- Other important for integration options such as Team and Pipeline are not selected and to be set as per the user's choice:
- If you do not want to overwrite the values of certain fields in the Streak CRM with new data from Linked Helper, unset the checkbox in the Overwrite column. In such a case, Linked Helper will leave them as they are in the CRM, or create the fields if they do not yet exist.
- If you do not want to create certain fields in the Streak CRM in case they do not exist, you can delete the mapping by clicking the Bin button in the last column.
- Linked Helper sends the company a lead works for into Streak CRM as well. If you switch to the Organization tab, you can adjust what fields of a lead's company should be sent to the Streak CRM:
- If you don't want to send company data, simply delete all mappings in the Organization tab:
- In the last tab you can set up a box. A box is what you're tracking in your Streak CRM pipeline - it could be a sales lead, a partner, a candidate, etc. Here you can add mapping with most useful custom fields from Linked Helper using the 'Create most useful custom fields' button (mapping with memberId and publicId identifiers is mandatory, check the Add new mapping and custom fields section of this article):
Add new mapping and custom fields
Contacts and organizations in Streak CRM integration have a predefined number of fields that cannot be customized.
A box, on a contrary, can have lots of custom fields sent from Linked Helper. A box in Streak CRM can be anything, it is what you're tracking in your pipeline - it could be a sales lead, a partner, a candidate, a support ticket, an investor, i.e. any thing you want to track.
Semi-automatically
The easiest way to create custom fields is to click the 'Create most useful custom fields' button at the bottom of the CRM configuration menu:
In the pop-up, unset the checkboxes next to the custom fields you do not want to create for lead in Streak CRM, and click Save. The lh_member_id and lh_public_id fields are mandatory:
Manually
- Click '+' button:
- Choose a field from the 'LH field' drop-down list. In case you want to send the same value for every profile, then you need to select the CONSTANT_VALUE option and set the value manually.
- In the 'CRM field' drop-down list, choose the 'Create new field' option:
- Set the Name for the field and click Yes:
- Once the field is created, you can set the Overwrite checkbox if you want to replace the already existing value in the CRM with the value received from Linked Helper.
FAQ
What data fields can be sent to a CRM?
You can find a list of data fields Linked Helper can export in this article - Data fields exported from Linked Helper into a webhook, CRM, or CSV file
I got 'Missing required identifier LH fields: memberId, publicId' error, how to fix it?
If you see the error message like in the screenshot below, then it means you need to add extra identifiers into the Box tab to avoid duplicates.
Please, check the Add new mapping and custom fields section of this article for instruction on setting memberId and publicId as identifiers in the Box tab.
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