LinkedIn has become the central hub for B2B networking and prospecting, while Close CRM is renowned for its powerful sales communication and pipeline management capabilities. LinkMatch’s Chrome extension bridges these platforms, creating a seamless workflow between prospecting on LinkedIn and managing sales relationships in Close.
Unlike manual data entry processes that introduce errors and consume valuable selling time, LinkMatch automates the transfer of rich profile data from LinkedIn directly into Close CRM. This integration enables sales professionals to focus on relationship building rather than administrative tasks, significantly enhancing productivity and data accuracy.
The significance of the integration for sales professionals
For sales professionals, the LinkMatch + Close integration addresses the critical challenge of maintaining momentum throughout the sales process. When a potential lead is identified on LinkedIn, any friction in transferring that information to your sales system creates an opportunity for lost momentum. LinkMatch eliminates this friction, allowing for immediate action and follow-up while interest is at its peak.
As one sales executive at a business operations software company puts it: “It’s a time saver, and the connection between Sales Navigator and that – that’s the critical thing, like knowing if they’re in your database or not. And if they’re not, you can get them in there very quickly and do the business.”
Objective of the Use Case
This use case demonstrates how the LinkMatch and Close integration transforms LinkedIn networking into a structured, efficient sales process. For sales teams that rely on LinkedIn for prospecting and relationship building, LinkMatch serves as the bridge that connects social selling with systematic sales management.
By eliminating manual data entry, preventing duplicate records, and ensuring data accuracy across platforms, this integration enables sales professionals to:
- Increase prospecting efficiency
- Maintain more accurate customer data
- Respond to potential opportunities faster
- Focus on relationship building rather than administrative tasks
LinkedIn-Close Integration Features
Visual Recognition System
LinkMatch adds visual indicators directly on LinkedIn profiles showing their status in Close:
- Green checkmarks identify profiles already in your CRM
- Red crosses highlight new prospects not yet in your database
- Update notifications alert you when LinkedIn profiles have changed
This smart tracking system prevents duplicate records and immediately shows you who’s already in your pipeline, saving time and preventing embarrassing outreach to existing contacts.
One-Click Profile Import
LinkMatch allows sales professionals to add LinkedIn profiles to Close with a single click:
- Complete profile data (name, title, company, contact details) transfers automatically
- LinkedIn URL is preserved for future reference
- Custom field mapping ensures data goes to the right places in Close
- Consistent formatting maintains data cleanliness
This streamlined import process reduces the average time to create a new contact from 3-5 minutes to just seconds.
Bi-Directional Data Synchronization
LinkMatch creates a true two-way connection between LinkedIn and Close:
- Profile updates on LinkedIn can be applied to Close with a single click
- LinkedIn messaging can be synchronized with Close communication logs
- Social insights from LinkedIn enhance Close contact records
This synchronization ensures your team is always working with the most current information, regardless of which platform they’re using.
LinkedIn Message Synchronization
Communication is a vital part of relationship-building in sales. LinkMatch ensures your LinkedIn conversations are captured in Close:
- LinkedIn messages are automatically saved to Close as notes
- Conversations are grouped by date for easy reference
- Message history provides context for future interactions
- Synchronized communications create a complete interaction history
This feature is particularly valuable for teams collaborating on accounts, ensuring everyone has visibility into all client communications.
Benefits for Close Users
Seamless Prospecting Workflow
Sales success often depends on maintaining momentum and flow:
- Context switching between platforms disrupts focus
- Administrative tasks steal time from selling activities
- Manual data entry creates friction in the sales process
- Disjointed tools create information silos
These workflow disruptions significantly impact sales productivity and results.
“I have two screens… I try and maximize everything, and that’s one thing you know, not having to toggle between screens and look and find… it’s a massive time saving,” explains one sales professional who adopted LinkMatch to solve these challenges.
The integration creates a frictionless process from discovery to engagement:
- Identify prospects on LinkedIn Sales Navigator
- Instantly check if they’re already in your Close database
- Import new contacts with a single click
- Begin outreach without breaking your workflow
This streamlined process keeps sales momentum going and eliminates the frustration of context switching between platforms.
“I can go through Sales Navigator, and see who’s in my database, who’s not in my database,” notes a Sales Executive who sometimes goes about handling 100+ prospecting activities daily. “I know how it works. You press the button. Boom! Boom! Takes me straight to my database.”
Enhanced Data Quality
Data accuracy is critical for effective sales relationships:
- Standardized data format ensures consistency
- Auto-complete fields reduce manual entry errors
- Profile updates keep contact information current
- Image and background context enhance lead profiles
With higher quality data, sales teams can engage more confidently and avoid embarrassing mistakes like reaching out to existing customers as if they were new prospects.
Time Savings
For sales professionals, time is literally money:
- Save 30+ seconds per prospect verification
- Eliminate copy-paste operations between platforms
- Reduce search time in both LinkedIn and Close
- Streamline daily prospecting activities
These time savings add up quickly. For teams making 100+ prospecting activities daily, this can translate to 50+ hours saved per month per sales representative.
Real-World Implementation: How Sales Professionals Use LinkMatch with Close
Efficient Prospecting System
One of power users, a Sales Executive at a business operations software company, has developed a highly efficient prospecting methodology using LinkMatch:
- Finding Prospects with Sales Navigator: Using LinkedIn’s advanced search and filtering capabilities to identify potential clients
- Verifying Database Status with LinkMatch: Instantly checking if prospects are already in his Close CRM
- Efficient Data Transfer: Adding new prospects to Close with complete profile information
- Focused Outreach: Concentrating selling time on relationship building rather than administrative tasks
This systematic approach allows him to maintain high prospecting volumes (even 100+ contacts daily) without sacrificing quality or attention to detail.
“It makes everything very elegant. I don’t have to think too much, it’s just done!” he explains.
Measurable Results
Sales professionals using the LinkMatch + Close integration report significant benefits:
- Time Savings: 1-2 hours saved daily during intensive prospecting
- ROI Achievement: Monthly subscription cost recouped within a single day through increased efficiency
- Increased Productivity: Handling 100+ prospecting activities daily with less effort
- Reduced Friction: Elimination of frustrating platform switching and manual data entry
“The standard thing is great. All I need to see is, ‘is that person in my database? Is the company in?’. And it does a really good job of that, plus it does other things, too. I know it does a lot more. But that is the critical component that alone is worth the subscription”.
Key Insights from Field Experience
Sales professionals using LinkMatch with Close have identified several best practices:
- Workflow Integration is Critical: The seamless connection between LinkedIn and Close eliminates productivity-killing friction
- Time Savings Compound: Even small efficiency gains (30 seconds per prospect) multiply significantly at scale
- Focus on Core Activities: Less time spent on administrative tasks means more time for value-adding sales activities
- Maintain Momentum: Reducing context switching helps maintain prospecting flow and focus
“It’s the connection between the two databases. Otherwise, it’s like you’re always shooting in the dark,” summarizes one power user.
Conclusion
For sales teams seeking to maximize their productivity and results, the LinkMatch + Close integration provides an essential bridge between social selling on LinkedIn and systematic relationship management in Close CRM.
As one sales professional describes it: “So you can prospect, find the right person, suck that data into your database, and then reach straight out to them… It’s like having Sales Navigator as your database. That is like a very, very powerful tool.”
LinkMatch + Close Integration FAQ
Does LinkMatch work with LinkedIn Sales Navigator, or just regular LinkedIn?
LinkMatch works with both regular LinkedIn and Sales Navigator. However, Sales Navigator users will benefit from the enhanced search and filtering capabilities when combined with LinkMatch’s visual indicators showing which prospects are already in your Close CRM.
How much time can I expect to save using LinkMatch?
Most sales professionals report saving 30-120 minutes per day during active prospecting, depending on volume. For teams making 100+ prospecting activities daily, this can translate to 50+ hours saved per month per sales representative.
Will LinkMatch create duplicate contacts in my Close CRM?
No, LinkMatch checks your Close database before creating new contacts, preventing duplicates. The visual indicators (green checkmarks/red crosses) show which LinkedIn profiles are already in your database, eliminating the risk of creating duplicate records.
Do I need technical expertise to set up the integration?
Not at all. Setting up LinkMatch typically takes less than 5 minutes and requires no coding or technical knowledge. Simply install the Chrome extension, connect to your Close account, and you’re ready to start streamlining your workflow.
Can my entire sales team use LinkMatch?
Yes, LinkMatch is designed for both individual sales professionals and teams. Each team member can connect their own LinkedIn account to your shared Close CRM, maintaining individual relationships while contributing to the team’s collective database.
