The Companion connects LinkedIn with your CRM in aYOUne.
Contact card on profiles
On a LinkedIn profile a card appears at the bottom right after a moment:
- If the person is in your CRM, you see score, status, type and e-mail plus a link to open the contact in aYOUne.
- If not, the card says the person is not in your CRM.
The match is made by name.
Importing profiles and leads
- Import profile (popup, on a profile): creates the person as a lead with first and last name, job title and city.
- Import leads (popup, in a Sales Navigator search): imports the results on the page as leads with name, headline, location, profile link and picture.
Suggestions from web pages
If a web page suggests a lead to the Companion, it asks first whether to create the lead in your aYOUne CRM. Nothing is saved until you confirm; cancelling discards the suggestion.
Turning it on or off
Under Settings → Features switch the LinkedIn card on or off, for all sites or just for some.