Ln2CRM for Zoho CRM: setup and user guide

What Ln2CRM for Zoho CRM does

Ln2CRM for Zoho CRM is a Chrome extension that links LinkedIn and Sales Navigator to Zoho CRM. It is made for salespeople, SDRs, founders and sales teams who prospect on LinkedIn. Open a profile or a company page and the Ln2CRM panel opens next to it. From there you:

• see who is already in Zoho CRM, right on LinkedIn;
• save people as Contacts or Leads and companies as Accounts, one by one or in bulk from Sales Navigator;
• find and verify work emails;
• create Deals, notes and tasks, and edit a record's fields;
• log conversations as notes, insert templates and draft replies with AI.

Ln2CRM talks to Zoho CRM through Zoho's API, with the permissions you accept when you connect.

Before you start

• Browser: Google Chrome or Arc on a computer. In Arc the panel opens in its own window, docked to the right.
• LinkedIn: a regular account is enough. Sales Navigator is optional.
• Zoho CRM data center: US, EU, India, Australia, Japan, Canada, Saudi Arabia, UK, UAE or Singapore. Zoho's China data center (zoho.com.cn) is not supported.
• Zoho CRM edition: Standard, Professional, Enterprise, Ultimate, CRM Plus or Zoho One. The Free edition works too, but it can't add custom fields, so the LinkedIn URL goes to Description or to an existing field you pick.
• API access: your Zoho user's profile must allow API access. If an admin turned it off, Ln2CRM shows Your CRM account has no API access and saves nothing until a Zoho admin turns it back on.
• An Ln2CRM account: free, and you create it inside the extension.

Install the extension

1. Add it to Chrome.Open Ln2CRM for Zoho CRM in the Chrome Web Store, click Add to Chrome, then Add extension.
2. Pin it.Click the puzzle piece in the Chrome toolbar and pin Ln2CRM for Zoho CRM.
3. Sign up or log in.Click the Ln2CRM icon. Log in with Email and Password, or use Continue with Google or Continue with Microsoft. New here? Click Register, set a password (at least 8 characters, 1 uppercase letter and 1 symbol) and open the confirmation link we email you.
4. Open the panel.Click Start. From now on the Ln2CRM icon opens the panel on any LinkedIn tab.

Logging in on ln2crm.com doesn't log in the extension, so always sign in from the Ln2CRM icon.

Connect Zoho CRM

1. Open Settings.Click the gear icon at the top of the panel. In the CRM connection card, CRM is already set to Zoho CRM.
2. Click Connect Zoho (OAuth).Zoho's own sign in page opens in a new tab. Ln2CRM never sees your Zoho password.
3. Sign in and accept.Zoho lists the permissions below. Click Accept. The tab says Zoho connected, and you can close it.
4. Check the card.The button now reads Disconnect Zoho. Under it you set Save new people as, Sync LinkedIn messages to and the LinkedIn URL field.

You never pick a data center. Zoho sends the sign in to the data center your account lives in (US, EU, India, Australia, Japan, Canada, Saudi Arabia, UK, UAE or Singapore) and Ln2CRM remembers it. Zoho's China data center (zoho.com.cn) is not supported.

CRM connection

CRM: Zoho CRM

Connect Zoho (OAuth)

Save new people as

Contact Lead

Sync LinkedIn messages to

Contact Deal

Permissions Ln2CRM asks for

Ln2CRM asks for offline access, so you stay connected until you disconnect, and the token is stored encrypted.

Reconnect, disconnect, remove

• Reconnect: if Zoho stops accepting the connection, the panel shows Reconnect Zoho CRM and saving and syncing pause. Click Connect Zoho (OAuth) in Settings again.
• Disconnect: Disconnect Zoho in Settings revokes Ln2CRM's token at Zoho and erases it. Your records stay in Zoho CRM.
• Remove the extension: the Zoho connection is switched off and its keys erased, unless the same Ln2CRM account was used in another install in the last 14 days.
• Delete your account: Delete account on your account page at ln2crm.com/account, confirmed through an email link valid for 24 hours. The Zoho connection is then switched off and its keys erased.

Choose where the LinkedIn URL is stored

Ln2CRM stores each person's LinkedIn URL in Zoho CRM and uses it to recognize them later, for badges, duplicate checks and message sync. Contacts and Leads each get their own field, and a real LinkedIn field matches far better than Description.

1. Let Ln2CRM look first.When you connect, it maps an existing LinkedIn field in Contacts and in Leads. It never creates fields on its own.
2. Check the mapping.In Settings, LinkedIn URL → field has a picker for Contact and one for Lead. Pick a field, or keep Description, the default.
3. No field yet?Click Create LinkedIn URL fields in Zoho, or Create fields in Zoho on the panel banner LinkedIn URL is not mapped. Ln2CRM adds the field to Contacts and Leads and maps both.
4. Free edition?Zoho won't add fields there. Pick an existing long text field (Use suggested fields helps) or keep Description.

Did Ln2CRM create the field? Then also add it to Zoho's Lead to Contact conversion mapping in Zoho Setup, so the URL survives a conversion. The panel reminds you until you dismiss it.

The same card holds Save new people as: Contact (the default) or Lead.

LinkedIn URL → field

Contact LinkedIn

Lead LinkedIn

Default: Description.

See who is already in Zoho CRM

A small badge next to names tells you who is in Zoho CRM, even with the panel closed.

Badges show on profiles, company pages, the open conversation in LinkedIn messaging, people and company search results, post authors in the feed, and Sales Navigator lists, searches and lead pages. In search and the feed they come without Add. Matching starts with the LinkedIn URL, so the field mapping above matters. To hide badges or make the ✕ grey, open Settings, On-page CRM badge.

MC

Maya ChenHead of Sales Ops at Northwind Analytics

✓ Contact in CRM ↗

MC

Maya ChenHead of Sales Ops at Northwind Analytics

✓ Contact in CRM · data outdated

NA

Northwind AnalyticsCompany page

✕ Company not in CRMAdd

Save a person as a Contact or Lead

1. Open the profile.A LinkedIn profile (/in/) or a Sales Navigator lead page.
2. Click + Person.In the panel's Create tab, or Add next to the red ✕.
3. Check the form.First name, Last name, Job Title, Location, LinkedIn URL and the company come from the profile. Add an Email or Phone, or press ✨ to find the email.
4. Click Save to CRM.The person is saved as a Contact or Lead, following Save new people as, and the badge turns green.

Fields. A Contact gets First Name, Last Name, Email, Phone, Title, Mailing City and the LinkedIn URL. A Lead gets Designation and City instead of Title and Mailing City, plus Company ("Unknown" if empty, because Zoho requires one). Your note becomes a Zoho CRM note.

Account. A Contact is linked to the Account you name or whose Zoho ID you type. Several matches? You pick one. None? Yes, create company opens the company page for + Company. Leads have no Account link, so the company goes into the Lead's Company field.

No duplicates. Ln2CRM searches by LinkedIn URL in Contacts and Leads, then by email, then by name. A match shows Person already exists in CRM with Yes, update contact. Saving as a Lead someone who is already a Contact updates the Contact.

Extra fields. Settings, Custom fields on create adds Zoho fields of your choice to the + Person, + Company and + Deal forms.

Save a company as an Account

1. Open the company page.On LinkedIn (/company/) or in Sales Navigator.
2. Click + Company.Ln2CRM opens the About tab and reads the details.
3. Check the form.Company name, Website, Address, Industry, Members and a description. To link someone already in Zoho CRM, type their name or Zoho ID in Link with.
4. Click Save to CRM.The Account gets Account Name, Website, billing address, Industry and Employees, with the LinkedIn page in Description.

Same website or name already in Zoho CRM? Choose Yes, update company, Create new or Cancel.

Save many leads at once from Sales Navigator

1. Tick the leads.In a Sales Navigator lead list or people search. Leads already in Zoho CRM show ✓.
2. Click Add to CRM.It sits next to Unsave and shows the count, for example Add to CRM (4).
3. Confirm.Add 3 leads to your CRM? also says how many will be skipped. Tick Find emails to search their emails in the same run, then click Add 3.
4. Watch it finish.Each row turns ✓, and the button sums up added, already in CRM, skipped and failed.

Each lead is saved like + Person (name, company, title, location and lead link), follows Save new people as, and is never added twice.

Add 3 leads to your CRM?

1 already in your CRM will be skipped.

Find emails

Add 3Cancel

Find and verify emails

1. Press ✨.In the + Person form, inside the empty Email field. Hover it to see Find email with Ln2CRM (N left this month).
2. Save whenever you like.The search goes on after you save and writes the email to the record once it is found.

Each address gets a check: green is Verified: this email is deliverable, light green is likely correct, orange is not verified, with the reason in the tooltip. Emails you type, and the email on a linked record, are checked too.

In Settings, Enrichment you set the Email search order (the built in search plus your own FullEnrich or Apollo keys) and can turn on Find the email automatically when I open the create form, where each automatic search uses one email find. Phone numbers need your own key.

Personal emails. Business emails only is on by default, so Email always gets a work address. Untick it to also search personal addresses with your own key; in Zoho CRM they go to Secondary Email.

Deals, notes and tasks

Create a Deal

1. Click + Deal.In the Create tab, on a profile or company page.
2. Fill in the form.Deal title (suggested, like "Northwind Analytics deal"), Value, Pipeline, Stage, the person, the company, and an optional note and next task.
3. Click Save to CRM.The Deal is linked to the Contact and the Account.

Open deals already there? You see Deals already exist in CRM first. Zoho links Deals only to Contacts, so for a Lead Ln2CRM offers Convert and create deal; Cancel creates nothing.

Add a person to an existing Deal

In Manage, work with Deal: + Create opens + Deal prefilled, and Add to existing finds a deal by 3 letters of its name or its number. The person becomes the deal's Contact, or joins its contact roles if it already has one. After you save a person whose Account has open deals, Ln2CRM also offers to add them (lost deals are left out).

Notes, tasks and history

In Manage, write a Note and a Next task and click Save to CRM. Tasks & History shows Open tasks, Past tasks, Notes and Emails from Zoho CRM, where you mark tasks done and edit or delete notes.

Manage CRM fields

Under the linked record in Manage sits Manage CRM fields: green when Zoho CRM matches LinkedIn, yellow when the job title or company changed.

1. Open it.Click the yellow badge, or the Manage CRM fields button.
2. Review the changes.Changes detected shows the Zoho CRM value crossed out next to LinkedIn's. Click the apply icon to take the new value.
3. Edit anything else.Every editable field of the record is listed.
4. Click Save to CRM once.All changes go to Zoho CRM in one update.

Changes detected

Job title: Sales Ops Manager → Head of Sales Ops

Save to CRM

Log LinkedIn and Sales Navigator conversations

Open a conversation in LinkedIn messaging, a chat window or the Sales Navigator inbox. Just above the box where you type is Sync to CRM; the number in Sync to CRM (3) counts messages Zoho CRM doesn't have yet. Click it and the conversation goes into a note on the Contact or Lead, up to the last 100 messages on the first sync, each with its real send time. Then the button reads Up to date.

• Contact or Deal: Sync LinkedIn messages to in the CRM connection card. With several open deals Ln2CRM asks Which deal?
• Auto or Manual: in the Message sync card. Manual until you switch; Auto syncs new messages in conversations you synced once.
• Notes: One note per conversation (default) or New note each time.

Ln2CRM passes message text to Zoho CRM and keeps no copy. Details and fixes: how to log LinkedIn messages in Zoho CRM.

MC

Maya ChenHead of Sales Ops at Northwind Analytics

✓ In CRM

MC

Maya Chen • 1:52 PM

Thanks for the demo yesterday. Could you send pricing for five seats?

JL

Jordan Lee • 2:01 PM

Sure, I will send the quote today.

Sync to CRM (3)

Write a message…

Message templates with shortcuts

1. Create a template.Settings, Message Templates, + New template.
2. Write it.Pick a Group and a Name, then the text. [name] is the first name, [company] the current company, [role] the job title. Type # to pick one from a menu.
3. Add a shortcut.Optional: a word like /connect, up to 14 letters, digits, hyphens or underscores.
4. Use it.Click the Templates button in a LinkedIn message box, or type the shortcut and a space in a message, chat window, Sales Navigator message, InMail or connection note. The variables are filled in; you press Send yourself.

Drag templates to reorder or regroup them. An account admin can turn on Share templates with your other users.

AI features

• AI reply: a pen in the LinkedIn message box drafts your reply from the conversation and the person's notes and emails in Zoho CRM. Hover it to add context, then click Write. You read the draft and press Send.
• AI comments: a pen under posts writes a comment in your tone and tags the author. Click again for a new angle.
• Rewrite: highlight part of a draft and click Rewrite.
• Voice notes: a mic on every note field lets you dictate. Speech to text runs in your browser; AI can tidy or translate the note.

Settings, AI Copilot settings & enrichment holds a short description of your company for the AI, your tones, and Human text entry (type drafts letter by letter, or insert at once). Untick Show AI and Templates buttons on LinkedIn, on by default, to remove the pens and buttons from LinkedIn. Each AI draft uses one Copilot request.

Settings and language

• Hide Features: switch off tabs, create buttons, Manage options or the comment pen. The AI copilot tab starts hidden. One option per group always stays.
• Interface language: English, Français, Español, Português, Deutsch or Italiano, or Automatic (browser).
• Appearance: Light, Dark or Auto, plus an accent colour.
• Keep Ln2CRM open across tabs: keeps the panel open outside LinkedIn.
• Video tutorial: a short tour of the extension.

Plans and limits

Requests are counted per user per month. Free needs no card.

Create is a new Lead, Contact, Account or Deal (saving Manage CRM fields counts here too). Manage is loading history, adding notes and tasks, and each conversation sync that writes something new. Copilot is one AI draft. An email find counts only when an email is found. Ln2CRM warns you at 90% and shows the reset date at the limit. Prices are on the pricing page.

Troubleshooting

FAQ

Contact support

Write to admin@ln2crm.com, or use the Contact support card in Settings; we reply to your account email. Tell us the Zoho address you sign in at and what you see on screen.

Checked on November 12, 2026 against Ln2CRM for Zoho CRM 2.2.2.