Sync CRM contacts into a saved list to automatically add these new contacts to an active campaign. Filter contacts based on connection type and email status to ensure precise targeting in your outreach.
We-Connect aims to simplify contact management between LinkedIn and your CRM. With our automated syncing, you can easily transfer CRM contacts into saved lists and link them directly to an automated campaign. With customizable filters, you can segment contacts by connection degree or email availability, ensuring your campaigns target the right audience.
We’ll walk you through the process of setting it up below.
How to sync contacts to a saved list
Before you sync contacts to a saved list, you need to integrate We-Connect with your CRM. Learn how to integrate We-Connect with HubSpot, Salesforce, Zoho, or Pipedrive.
Step 1: Open a saved list of contacts synced with an integration.
Navigate to the ‘Saved Lists’ page under We-Connect's ‘My Folder' tab under settings. Here, you can manage all contact lists, including any contacts synced from your CRM.
Click to open a saved list that’s synced with an integration. In the example below, we’ll open the list titled ‘HubSpot Contacts,’ which is synced to HubSpot.
Step 2: Click ‘Sync to a saved list.’
In the top right-hand corner of the screen, you’ll notice the text ‘Sync to a saved list.’ Click this to turn on automatic syncing and customize the options.
Step 3: Toggle on ‘Enable contact sync to a list.’
Upon opening the ‘Save to List’ feature, you can turn syncing on and off. If it is turned on, you can choose to shut off the sync at any time.
Step 4: Add your desired contact filters.
You can choose to filter the synced contacts based on five different filters. These include:
1st-degree connections: Contacts in your existing network.
2nd-degree connections: Contacts outside your network.
Email only: Contacts with only an email address.
1st-degree connections with email: Existing network connections with an email address.
2nd-degree connections with email: Contacts outside your network with an email address.
Upon selecting your desired filter, a popup will appear next to the dropdown menu to display the number of contacts that will be synced.
Step 5: Choose a pre-existing or create a new contact list to sync with.
After selecting what type of contacts to sync, you’ll need to choose the list to which you want to sync. You can select a pre-existing list from the dropdown list or click ‘Create a new list’ to create a new one.
If you decide to create a new list, We-Connect will prompt you to name the new list.
Step 6: Save your changes to start automatically syncing contacts.
After saving your syncing settings, you can delete, edit, or add additional syncs in the future. You can also turn off syncing at any time.
The next time a contact is brought into We-Connect from your integration, We-Connect will automatically sync that contact to your chosen list.
If you have any further questions about setting up contact syncing between your CRM and We-Connect, don’t hesitate to contact our support team. We’re always happy to help.