Instead of creating a separate bulk import in the CRM every time you need to add a single person, you can use the browser extension. This allows you to save contacts to your CRM directly from their LinkedIn profile in just a few seconds.
📥 Installation: You can download and install the extension from the official Chrome Web Store using [this link].
Saving a New Contact
If you are viewing a person's LinkedIn profile who is not yet in your CRM, and you want to add them:
Click on the extension icon in your browser's toolbar.
The extension will automatically collect basic information from the page and show you a preview window.
In this window, you can review and, if necessary, edit the collected data (1): First Name, Last Name, Headline, and Company Name.
From the dropdown menu, select the list (2) where you want to save this profile.
Click the Add to selected list button (3). The contact will be instantly saved to your CRM.
Working with Existing Contacts
If you open the extension on the page of a person who is already saved in your workspace, the extension interface will adapt and provide different capabilities:
View System Information: You will see the current data for this contact as it is recorded in the system (company name, profile link, and their unique LinkedIn ID).
Status and Location: The extension will notify you that the profile has already been found in the database, indicating the specific list where it is currently located and the exact date it was added.
Quick Access to CRM: Using a dedicated button, you can instantly navigate directly to this contact's card inside the CRM system.
Move Between Lists: If you need to move this person to another list, simply select a new list from the extension's dropdown menu and click the Move to selected list button.