With Salesflare’s sidepanel installed directly in your LinkedIn account, it is now possible to work seamlessly between the two to add contacts, create accounts, and follow up like a pro - all without leaving LinkedIn 🤯.
Install the Chrome Extension
To get started, first, install the Chrome extension for LinkedIn & Gmail. Go to the Chrome Webstore to do this.
Open and pin the Chrome Sidepanel
To pin the Chrome Sidepanel:
click the "puzzle" extension icon in the Chrome toolbar to open up the list of extensions
then click the "pin" icon behind Salesflare's extension to pin it.
Then, to open the Salesflare sidepanel, click on the Salesflare icon in the Chrome toolbar.
Manage your leads on LinkedIn
Once the sidebar has been installed, you’re ready to start.
Salesflare’s sidepanel will display in LinkedIn when loading a person’s profile, when accessing a company profile, and when viewing messages.
From a person’s LinkedIn profile, the sidepanel will prompt you to create an account for the company where that person is currently working.
After creating the account, you’ll be prompted to add that person as a contact on the account (if they don’t already exist as a contact in Salesflare).
If the contact has a matching email domain, but doesn’t exist yet in Salesflare, they will be listed under ‘Suggested contacts’. Click the plus button to add them to the account.
To add the contact, you will need to check the contact information first.
To get their business email address, can use your email finder credits. And if you're out of credits already, you can purchase more to fit your team's needs.
If an account already exists in Salesflare for that company, ask an admin to add you to the team of that account first. After that you'll be able to start adding contacts to it as well.
From a company profile, Salesflare will prompt you to create an account. When following this flow, Salesflare will also enrich the company information with what it knows about the company.
Organize and automate your follow up
Once a contact has been created and added to the account successfully, you can begin your outreach. The account timeline will give you a complete overview of your communications history. Create tasks to follow up, copy over LinkedIn messages as internal notes, and create opportunities to begin tracking them in your pipeline. 📈
Want to add them to an email workflow? Open the contact, scroll to "Workflows" and click "Add to workflow".
Prefer to send them a personal email? Click the mail icon to start crafting your message.
The possibilities are endless! 😁
Questions? Hit us up on the chat.