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Account Snapshot (V2 Only)

App Installation

Set up the LinkedConnector app inside your CRM. This guide walks you through connecting LinkedIn, retrieving Provider ID and Chat ID field keys, and configuring chat integration.

Once the snapshot has been installed into your subaccount, the next step is to configure the LinkedConnector app. This ensures the app can interact properly with your CRM’s workflows and store the correct identifiers for LinkedIn actions.

How to Install and Configure the App

  1. Open the Installed App
    • Go to the LinkedConnector app in your subaccount.
    • If you haven’t yet enabled LinkedIn in this subaccount, do so now.
  2. Connect the Chat Feature
    • The snapshot installation automatically creates two custom fields needed for chat integration:
      • Provider ID
      • Chat ID
  3. Locate the Required Field Keys
    • In your subaccount, go to Settings > Custom Fields.
    • Search for Provider ID.
      • Copy the field key (not the field name, and without curly brackets).
    • Repeat the same process for Chat ID.
  4. Enter Field Keys into the App
    • Return to the app installation page.
    • Paste the copied Provider ID and Chat ID field keys into their respective fields.
    • Submit to save your configuration.
  5. Confirm Connection
    • Once submitted, the app will securely store these field IDs.
    • Chat integration is now active and ready for use in workflows.

Best Practices

  • Double-check that you are copying only the field key (not the display name and not including curly brackets).
  • If you cannot find the Provider ID or Chat ID fields, ensure the snapshot was successfully installed.
  • After setup, test a LinkedIn workflow to confirm that chat actions are working correctly.