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How to Log LinkedIn Messages in Salesforce Automatically

Getting a LinkedIn conversation into Salesforce takes one click. Choose where it lives, on the contact, the lead or the opportunity, and new messages can join it later without you doing a thing.
Short answer: once Ln2CRM has saved the person to Salesforce as a Contact or a Lead, open your LinkedIn chat with them and click Sync to CRM. Out comes a classic Salesforce note with up to the last 100 messages, on that record or on the Opportunity linked to it. Leave Auto-sync new messages on and later replies keep coming. Do you need Sales Navigator? No. Salesforce's own route does, and on Advanced Plus at that.

Before you start

  • Ln2CRM in Chrome, with Salesforce connected in its settings. You sign in on Salesforce's own screen (OAuth). Is your edition up to it? It needs API access. Enterprise, Unlimited, Performance and Developer have it, Pro Suite and Professional get it with the API add on, and Starter Suite or the Free Suite don't have it at all.
  • Your prospect already in Salesforce, saved from their LinkedIn profile. Still to do? The LinkedIn Salesforce integration page covers it.
  • Any Ln2CRM plan is fine. Only syncs that bring in new messages count, at one Manage action apiece.

How to log LinkedIn messages in Salesforce

  1. Open the conversation.Wherever you chat, LinkedIn messaging, the pop up window from a profile, the Sales Navigator inbox, it works the same. Salesforce has to know the person first, though. Their Ln2CRM badge shows In CRM when that's the case.
  2. Click Sync to CRM.It's the Sync to CRM button between the chat and the box you type in. The little number, Sync to CRM (3) for example, is the count of messages Salesforce doesn't have yet. Once there's nothing left, the label switches to Up to date.
  3. Pick the record if asked.Your setting is Deal and the contact has more than one open opportunity? Then the message box asks Which deal?. Choose the opportunity, or go with Contact instead.
  4. Check the result.You'll see a confirmation in the message box, say Synced 12 messages to Maya Chen. The very first sync packs up to 100 recent messages into one note. If you're already current, the button simply reads Up to date.
  5. Let it run by itself.In Ln2CRM settings, pick Contact or Deal under Sync LinkedIn messages to and tick Auto-sync new messages. After that, every conversation you synced once refreshes itself while it's open on your screen.
After the syncUp to date
Illustration with sample data: the Sync to CRM button sits between the conversation and the message box. The number counts messages not yet in the CRM; after a sync the button reads Up to date.
The message sync settings in Ln2CRM.

Where to find the conversation in Salesforce

What does it look like in Salesforce? Ln2CRM writes a classic Note on the matched Contact or Lead, or on the Opportunity if you went with Deal. Open the record and you'll find it under the Notes & Attachments related list. Classic notes are plain text in Salesforce, no bold, no underline, so we put a name and date line above each batch of messages to keep it readable. A note tops out around 30,000 characters, and longer threads simply carry on in the next one.

Illustration with sample data: a synced conversation as a plain text note in Salesforce.

What gets synced and what does not

  • Synced: the words and the sender of each message, grouped per speaker, every turn with the time it really went out, like 02 Sep 2026, 10:14, in your time zone rather than LinkedIn's "Wednesday". First time round, it fetches up to 100 messages.
  • Not synced: files, images, reactions. LinkedIn holds on to those.
  • Never duplicated: each LinkedIn message has an id that doesn't change, and that's how we know Salesforce already has it and skip it.
  • Not stored by Ln2CRM: message text passes through to Salesforce, and none of it stays on our servers.

How this compares with Salesforce's native LinkedIn options

OptionWhat it needsWhat reaches SalesforceCost per rep
Sales Navigator for Salesforce with CRM SyncSales Navigator Advanced Plus per rep plus a paid Salesforce editionWrites back Sales Navigator activity as Salesforce activitiesAdvanced Plus by quote, from about $1,600 a year, plus an API enabled edition: Pro Suite with the API add on at $125 a month or Enterprise at $175, billed yearly
Ln2CRMAny Ln2CRM plan and a Salesforce edition with API access; no Sales Navigator seatRegular LinkedIn and Sales Navigator conversations, as classic notes on the Contact, Lead or OpportunityFree plan; Base $156 a year per user, on the same API enabled edition

If it does not work

What you seeWhat it meansWhat to do
Name is not in your CRM yetNo Salesforce record is linked to this LinkedIn profileClick Open profile to add, save the person, then sync
Which contact?Several Salesforce records match the namePick the right one; Ln2CRM remembers it for this profile
Up to date on the buttonNothing new since the last syncNothing to do
Monthly limit reachedThis month's Manage actions are used upWait for the monthly reset or move to a bigger plan
Connect a CRM in Ln2CRM settings firstSalesforce is not connectedConnect Salesforce in Ln2CRM settings
Ln2CRM updated in the backgroundThe extension updated while LinkedIn was openClick Reload page
Auto-sync did nothingAuto-sync only follows conversations you have synced onceSync the conversation by hand one time

FAQ

Does Ln2CRM keep the time each LinkedIn message was sent?
Yes, exactly. The note shows the real send date and time for every turn, 02 Sep 2026, 10:14 for instance, adjusted to your time zone. We read it off each message, which means you never get LinkedIn's "Wednesday" or the moment you clicked. A burst of messages from one person sits under a single name and time line.
Do I need Sales Navigator Advanced Plus to log LinkedIn messages in Salesforce?
Not with Ln2CRM. Salesforce's native LinkedIn sync wants an Advanced Plus seat for each rep. Ln2CRM runs on any of our plans and a regular LinkedIn account.
Does Ln2CRM work with Salesforce Starter Suite or the Free Suite?
Sadly, no. Salesforce hands out API access only to Enterprise, Unlimited, Performance and Developer, or to Pro Suite and Professional with the API add on. Starter Suite and the Free Suite have none, so nothing that works through the API can connect, us included.
Why is the note plain text in Salesforce?
Because Ln2CRM writes a classic Salesforce Note, and Salesforce shows classic notes as plain text. You still get a name and date line between speakers, so it's easy to follow.
Can the conversation go to an Opportunity?
Yes. Switch Sync LinkedIn messages to Deal in Ln2CRM settings and the note goes to that person's Opportunity. More than one open? We'll ask which.
Does it work for Leads as well as Contacts?
It does. The note attaches to whatever record Ln2CRM matched to that LinkedIn profile, Lead or Contact.

Want the whole picture, including other extensions? Read how to sync LinkedIn messages to your CRM. Same walkthrough for other CRMs: HubSpot · Pipedrive · Zoho CRM.

Checked on September 10, 2026 against Ln2CRM 1.6.6. Prices come from the vendors' pricing pages; Sales Navigator Advanced Plus is sold by quote.