Integration with Instantly – Linked Helper

Add action to your workflow
Connect Linked Helper with Instantly
Adjust integration
FAQ
- What data fields can be sent to a CRM?

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

In Instantly, only email can be used as identifier to search for a match, but a profile in Linked Helper may not have email at all. In such cases, profiles will be moved into the Failed list. To avoid failures, we recommend getting profiles email addresses either by visiting them via Visit & Extract profiles action if profiles are your 1st-degree connections, or by processing them via Find Profile Emails action if profiles are your 2nd or 3rd-degree connections.
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. If a person has different email addresses in Linked Helper and Instantly, Linked Helper will create a new record in such cases.
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.

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 Instantly 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 Instantly

To connect both tools, you need to get Instantly API key and paste it into Linked Helper settings.

To do so, you need to:

Open Instantly account.
Click your account icon in the the bottom left corner.
Navigate to the Settings.
Switch to the Integrations tab.
Find Instantly API section and click the Copy API Key button:
Paste the copied key into the action settings:

Adjust integration

Settings overview

Once you've opened Instantly 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 Instantly account or connect a new one by changing API keys.
Choose what campaign send profiles to.
Map Linked Helper fields with Instantly fields.
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 Instantly.
Remove fields that you don't want to send to Instantly.
Choose what element to send to Instantly. 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 Instantly, you need to have three different fields, one per every email.
Add mapping for most useful fields to send them to Instantly.
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

If you do not want to overwrite the values of certain fields in Instantly 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.

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, 'Personalization':
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

Semi-automatically

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

In the pop-up, unset the checkboxes next to the custom fields you do not want to create for lead in Instantly, and click Yes.

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 and click Yes: