Integration with HighLevel CRM – Linked Helper

Before setting up the integration, it's crucial to keep in mind that:

When sending a profile to the CRM, Linked Helper searches for a match between the profile's and contacts' identifiers in the CRM, and if a match is not found, Linked Helper creates a new contact.
By default, email is used as the only identifier to search for a match, but a profile in Linked Helper may not have email at all; in such cases, even if the same contact already exists in the CRM, a duplicate contact will be created.
To avoid duplicate contacts being created due to the absence of email, we recommend adding extra identifiers, for example, LinkedIn profile member ID and LinkedIn public ID (see Creating custom fields section).
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 contacts data when visiting contacts profile, so we recommend our users to send contacts to a CRM after "Visit and extract" action.

Add action to your workflow

To send successfully processed profiles

If you want to send profiles to the CRM after they were successfully processed in a certain Action, you need to add Send person to external CRM below that Action:

Make sure 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 the CRM:
Find the 'Send person to external CRM' Action and click the Add button:
Choose Highlevel CRM, click Next and follow the instructions in the next section of the article:

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 next button and follow the instruction in the next section of the article:

Connect Linked Helper with Highlevel CRM

Click the Connect button you see after action is added to your workflow or clicked the HighLevel CRM custom settings.
In the opened browser window, log in to your CRM account:
Choose a sub-account if needed:
Make sure the Linked Helper Provider option is enabled and click the Proceed button:
Then in the browser window you will be asked to open Linked Helper app. Click the Open button in the pop-up, or in case you accidentally canceled it, click the Open Linked Helper button on the page:
Once done, click the Next button and integration settings will be shown (check the "Adjust integration" section below for more details):

Adjust integration

Settings overview

Once you've opened HighLevel CRM integration settings, you will see default fields that will be sent to your CRM. Let us quickly review what you can do here:

Disconnect currently connected HighLevel CRM account or connect a new one.
Send the person's messaging history as conversations.
Select to associate the sent profile with the company in HighLevel CRM.
Switch to the Company tab to choose what profile's current company fields should be sent and adjust them if needed.
Note: to be able to create companies in the CRM, you need to enable this option: open HighLevel CRM, go to Settings > Companies and select the "Create & associate companies with contacts" option.
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 HighLevel CRM.
Remove fields that you don't want to send to HighLevel CRM.
Choose what element to send to HighLevel 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 HighLevel CRM, you need to have three different fields, one per every email.
Add mapping for most useful fields to send them to HighLevel CRM.
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 conversation. If you do not want to send messaging history, unset the 'Save messaging history' checkbox. You can choose whether to associate the profile with a company in the CRM as well.
If you do not want to overwrite the values of certain fields in HighLevel 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 CRM in case they do not exist, you can delete the mapping by clicking the Bin button in the last column.
Linked Helper can send the company a lead works for into the CRM as well. If you switch to the Company tab, you can adjust what fields of a lead's company should be sent to the CRM.
Note: to be able to create companies in the CRM, you need to enable this option: open HighLevel CRM, go to Settings > Companies and select the "Create & associate companies with contacts" option.
If you don't want to send the lead's company, disable the Associate with the company option:

Adding new mappings for other CRM fields

If you want to send some extra data about a profile or its company into a standard CRM field, you need to:

Click '+' button in the list of CRM settings:
In the 'CRM field' drop-down list, choose the needed field, for example, 'Country':
Once a field is chosen, 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. Choose the corresponding field in the 'LH field' drop-down list:
In case you want to send one and the same value for all contacts, then you need to select the CONSTANT_VALUE option in LH Field and set the value manually:

Creating custom fields

Note:

custom fields for companies are not supported by the CRM.

Semi-automatically

The easiest way to create custom fields is to click the 'Create most useful custom fields' button at the bottom of the HighLevel CRM configuration menu.

In the pop-up, unset the checkboxes next to the custom fields you do not want to create for lead in HighLevel CRM, and click Save. We recommend leaving lh_member_id and lh_public_id which will help you avoid duplicates:

Manually

Click '+' button in the list of CRM settings:
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.