Snapshot Configuration

After installing the snapshot and app, configure the supporting pages, trigger links, custom values, and review the included workflows. This enables the full verification flow, profile enrichment sequence, engagement actions, and optional sales enablement outputs.

Prerequisites

• Snapshot installed to the target subaccount
• App installed and field keys saved for Provider ID and Chat ID
• Access to manage Domains, Funnels, Trigger Links, Custom Values, Custom Fields, and Workflows in the subaccount

1) Connect a Domain for the Verification Funnels

These funnels display simple confirmation pages when you click verification links from emails or internal notifications.

1. Add a domain in Settings using your preferred DNS manager. Cloudflare is recommended, but any supported DNS is fine.
2. Link the domain to the verification funnel in Sites > Funnels.
3. Set the verification funnel’s main step as the Default Page.
4. In the funnel Settings, confirm the domain is connected.
5. Open each funnel step and copy the public URLs for later use.
   • Pages are lightweight confirmation pages. They redirect or display a brief correct or incorrect status so you can visually confirm the action, then close the tab.

Tip: Keep these pages minimal. They exist to confirm the workflow action and provide quick operator feedback.

2) Map Trigger Links to the New Domain

Update the trigger links that power the manual confirmation flow.

1. Go to Marketing > Trigger Links.
2. Edit each LinkedIn verification link and replace the target with the new funnel URLs:
   • LinkedIn profile correct
   • LinkedIn profile incorrect
   • Company profile correct
   • Company profile incorrect
3. Ensure names match their target pages so the correct or incorrect choices route as expected.

Best practice: Use a consistent naming scheme for profile and company links so operators never confuse them.

3) Set Custom Values

Populate the Custom Values used across enrichment, notifications, and optional AI prompts.

1. Go to Settings > Custom Values > folder LinkedConnector.
2. Enter the following:
   • CRM Domain
   • Company Description. A short description suitable for a LinkedIn profile
   • Company Value Proposition. One or two sentences that describe how you help customers
   • Notification Emails. One or two email addresses for internal notifications and verifications
   • Premium LinkedIn Account Type. Enter true or false in lowercase. This controls certain engagement paths

Notes:

• Company Description and Value Proposition are used by optional AI workflows to personalize content.
• Notification emails can be removed from workflows if you prefer push or other notification types.

4) Review Custom Fields

The snapshot installs grouped custom fields and quick action checkboxes on the contact record.

• LinkedIn Contact Profile and LinkedIn Company Profile store identifiers, profile data, and recent posts
• Sales Enablement stores generated profiles and reports
• Operator Checkboxes on the contact record allow manual triggering, such as:
  • Retrieve LinkedIn profile
  • Check LinkedIn connection
  • Send or cancel connection request
  • React and comment on a user’s last post
  • React and comment on a company’s last post

These checkboxes enroll contacts into the matching workflows for visibility and control.

5) Understand the Workflow Folders

Open Automation > Workflows > folder LinkedConnector. There are five subfolders.

A. Triggers

• 1A. New LinkedIn Connection
  • Runs when a new connection is made. Matches by Provider ID, marks the contact as a LinkedIn connection, removes them from the connection follow up loop, and can fetch recent posts.
• 1B. New Message Received
  • Runs when a new LinkedIn message arrives. Creates or updates the contact. Includes an optional example autoresponder branch that performs sentiment checks and generates a response.

Critical step after installation: For both trigger workflows, delete the trigger action, save, refresh the page, then re add the trigger and save again. This re registers the trigger so it can communicate correctly.

B. Profile Enrichment

Chained sequence that progresses automatically.

1. Search User
   • Most complex and most important. Uses at least three data points where possible. Recommended: First name, Last name, Company. Industry can also work.
   • If identifiers already exist such as Provider ID, Public ID, or Profile URL it skips search and continues.
   • Fallbacks send internal or email notifications with Correct or Incorrect links. If still unclear, sends a list of candidates for manual selection and updates by Provider ID.
2. Retrieve User Profile
   • Retrieves the full profile using the best available identifier and optionally fetches recent posts.
   • Includes a drip and randomized delays to respect LinkedIn pacing.
3. Search Company
   • Attempts to resolve a company by existing identifiers or Company Name.
   • Fallback uses recent work experience from the retrieved user profile. If that fails, sends a list of candidate companies for manual selection.
4. Retrieve Company Profile
   • Retrieves full company data, then optionally calls Scrape Website.
5. Scrape Website optional
   • Scrapes the company site when available and stores summary data for enablement uses.

C. Engagement

• Send Connection Request
  • Manual by default. Can be triggered by pipeline stage. Requires a Provider ID.
  • Uses your Premium LinkedIn Account Type custom value to decide whether to attach a generated invite message.
  • Stores Invitation ID and enrolls in Connection Status Follow Up and Cancel.
• Connection Status Follow Up and Cancel
  • Checks pending status daily, tracks days elapsed, can resend after a recommended wait, and cancels after a longer window.
  • If a connection is accepted, the Trigger workflow removes the contact from this loop.
• Cancel LinkedIn Invitation manual
  • Cancels on demand and removes from the follow up loop.
• Engage With Posts
  • Two parallel workflows for user posts and company posts.
  • Retrieves last post, checks freshness, avoids reposts, reacts, generates a comment, records the post ID to prevent duplicates, then loops on a schedule.

D. Sales Enablement optional and customizable

• Generates a Detailed Contact Profile, a Detailed Company Profile, and a Sales Enablement Report that includes executive summary, snapshots, fit, use cases, value messaging, objections, playbook, pilot, KPIs, risks, pricing sensitivity, decision drivers, data gaps, and next steps.
• Also includes an example Inbound Lead Email Sequence generator that you can adapt for your use cases.

E. Helper Functions

• Sync LinkedIn company name to the contact business name
• Update LinkedIn connection status when network distance indicates first degree, and remove from the connection follow up loop
• Enable or disable 30 day engagement on user or company posts based on the contact checkboxes

6) Pacing, Drips, and Limits

• Many workflows use drips and randomized waits to mimic human behavior and remain within safe operating limits.
• If you have a premium account, you can shorten certain retrieval intervals. If not, keep conservative intervals.
• Review timing notes inside each workflow and adjust carefully.

7) Test the Configuration

1. Create or open a test contact with First name, Last name, and Company.
2. Trigger Search User or set the manual checkbox on the contact.
3. Inspect the LinkedIn fields on the contact record as enrichment completes.
4. Click a verification email and test Correct or Incorrect to confirm redirect pages and trigger links are wired to the new domain.
5. Optionally run the Sales Enablement sequence and confirm generated assets appear in the contact fields and notes.