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Use the LinkedIn integration

Insert saved templates while you write on LinkedIn. Sync a conversation onto the matching lead. · 3 min read

What it does

The LeadDaily LinkedIn integration is a Chrome extension. It does two things. First, it drops your saved message templates into the LinkedIn message box. Second, it syncs a LinkedIn conversation onto the matching lead in LeadDaily.

You stay in control. Nothing connects or sends by itself. You click to insert a template. You click to sync. You still press Send in LinkedIn yourself. This keeps your LinkedIn account safe.

Set it up once

  1. In LeadDaily, open the LinkedIn page from the pipeline. Click Copy to get your token.
  2. Install the LeadDaily Chrome extension. Open its options. Paste the token. Click Save, then Test connection.
  3. On the LinkedIn page, add your DM templates. Use merge fields like {{first_name}} to fill the person's name.
Tip

The token connects the extension to one account. Use the token from the account where your leads live.

Insert a template

Open a LinkedIn message, a connection note, or a Sales Navigator InMail. A small toolbar shows near the message box. Click Templates. Pick one. It drops into the box with the name filled in. Edit it, then send.

Sync a conversation

When someone replies, click Sync DM. The conversation is saved onto the matching lead in LeadDaily. If the person is not a lead yet, a new lead is created for you.

Work a sequence on LinkedIn

Open the LinkedIn worklist in LeadDaily. Pick a sequence. You get a list of the guests to reach out to. Open each profile, insert your template, and send. Then mark them invited to track your progress.