Add LinkedIn Message Threads to CRM

Automatically captures LinkedIn message notifications and syncs contact details with message thread links directly into your CRM for seamless conversation tracking.

APPS:

Overview

Every time I receive a message on LinkedIn, it finds or adds the contact in my CRM (Zapier Tables), links the message thread and updates the last-messaged date in their contact record. This gives me a quick and easy way to jump directly to my messages with a connection from their CRM contact record, and to add contextual notes inside the record based on our conversations.

How it works

First, in LinkedIn, I have email notifications ON for new messages. When I have a single unread message, the sender name of the email notification will be the contact’s name, i.e. “John Smith” or “John Smith via LinkedIn”. If I have multiple unread messages, the sender name of the email will be “LinkedIn Messaging” and the email contains a digest of all of the messages I’ve missed. Next, in Gmail, I have an automatic filtering rule set up for all emails from messaging-digest-noreply@linkedin.com to be added to a label called “LinkedIn Messages”. This is where a Zap comes in.

Trigger step

🕹️ New labeled email in “LinkedIn Messages” in Gmail

Actions

Sometimes the sender name will include quotation marks, so this is a primary formatting step to remove these.
Path 1: Single Message (Sender name IS NOT “LinkedIn Messaging”): Steps 5–9 format and parse the sender’s name, profile URL, and the message thread URL from the email HTML.
Path 2: Multiple Messages (Sender name IS “LinkedIn Messaging”): Steps 14–15 split the email HTML into sections per contact, step 16 loops by contact section, and steps 17–22 format and parse the sender’s name, profile URL, and the message thread URL.
Both paths then continue: Steps 10 & 23 find or add the connection to my CRM (including the profile link and thread link). Steps 11/12 & 24/25 update the record if found by profile link.

Notes

This can be adjusted to add and update contacts to any CRM. I elected to use formatting steps to parse out the email HTML, but Zapier’s Mail Parser could also be used.