Getting Started with the LinkedIn Chrome Extension

Steps to install the Uptics X LinkedIn Chrome Extension

We have released the Uptics chrome extension to help with your LinkedIn prospecting efforts. This extension helps manage LinkedIn tasks that are either manually, or automatically, created inside of Uptics.

Version 1, which is currently released, will sync LinkedIn tasks from the Uptics Sales Inbox with the chrome extension so that you can stay on your LinkedIn pages while doing your outreach or other prospecting efforts.

Currently, the extension has the ability to filter between LinkedIn tasks, mark tasks as completed, and view the profiles of your leads that have LinkedIn URLs present inside the contact records.

We have big plans in the near future for a lot of enhancements with this tool!

If you're currently using a personalized LinkedIn strategy in your business, or would like to start, check out the free Uptics Sales Automation CRM extension in the Google Chrome Store.

To Install the LinkedIn Chrome Extension

  1. Click here to view the landing page and click 'Add to Chrome'. On the popout, click 'add extension'.

  2. Once installed, you will see a prompt in the upper right-hand corner of your screen - you may click the 'x' on this to proceed.

  3. Hard refresh your screen using Ctrl+Shift+R to load the extension.

  4. Proceed to LinkedIn, click the extension on your browser, and sign in using the same credentials you use to log in to your Uptics account.

  5. Begin your LinkedIn prospecting efforts using the tasks you have created inside of your Uptics account!

To Use the LinkedIn Chrome Extension

Using the chrome extension is quite straightforward. Once you have this installed, any LinkedIn tasks you have created inside of your Uptics account will show up on the extension.

LinkedIn tasks can be created via sequence as a step, in which bulk tasks will be automatically created for all of your records that are enrolled into a sequence. Also, manual LinkedIn tasks can be created and these will show up in the extension as well.

With the extension loaded, you can begin to cross of your tasks by simply applying any filters you may want to view, clicking on the action to the right of the prospect to bring you to their profile, completing the action, and finally crossing off the task.

If you have any contact records inside of Uptics that do not have the LinkedIn URL applied, the extension will notify you of this and you'll need to add their LinkedIn URL to their record inside of Uptics to be able to view the profile with the click of a button.

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