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insightly linkedin integration

The power of LinkedIn integrations with Insightly

Table of Contents

Why you need a prospecting integration

Your work as a recruiter is challenging. You stretch your time between strategy and operational work and constantly search for ways to optimize your work.

Prospecting integration tools are one of the ways you can save more time and focus. They offer a customized experience for your candidates and help you improve the efficiency of your work. Moreover, these tools are great if you want to make data-driven decisions since they usually provide access to statistics customized to your business’s needs.

If you are working in a big company, these tools help you improve communication between team members and help with the decision process.

The importance of candidate management

From all the benefits that prospecting tools offer, you are most interested in candidate management.

Candidate management represents all your actions and tactics to create a closer, trusted collaboration with your candidates. It should be part of your Talent Management strategy and a constant focus for you and your team.

If the candidates have a positive experience with your company, the chances of being willing to accept your offer are higher. Moreover, even though they might decline your offer, if their experience is good, they will not become detractors of your business.

How to pick the best integration for you

If you decide that integration tools are best for you, there are a couple of things you should consider before deciding which one is right for you.

One of the questions you should ask yourself is whether this tool will help your company optimize work. Another important aspect is to consider how much time the setup takes and if it is user-friendly.

If you are working in a big company, you should consider the tool’s scalability and if it offers extra benefits for larger-scale organizations.

No matter the company dimension, you should always consider the security aspect of using prospecting tools.

Insightly’s Native Integration

Insightly is a CRM software with native integrations to Gmail, Mailchimp, and other popular platforms. They have over 1.5 million users across the globe

Features

Insightly allows one-click integration with LinkedIn. You have to select what will start the automation and what the automation will do, and you are ready to use it.

They also offer live support whenever you need help.

Drawbacks

The main drawback is that it is more suited for smaller companies.

Also, there is no option to integrate LinkedIn Sales Navigator, and you don’t have facilities for posting content.

Zapier

Zapier is a tool that helps you automate repetitive tasks between two or more apps without writing a single line of code.

Features

Zapier and Insightly integration allow you to:

  • create/find/delete a record
  • create company updates
  • create share updates

Drawbacks

There are also some drawbacks that you should consider. One of them is related to LinkedIn data enrichment which is only accessible on higher price packages.  Moreover, the LinkedIn content publication is only possible with Zoho Social.

 

Make

Make (formerly Integromat) is a platform with all the tools you need to design, build, automate and scale your business.

Features

Make and Insightly allows you to:

  • create video/text posts
  • create a board
  • close a milestone
  • get followers statistics
  • get time-bound page statistics
  • make an API call

Drawbacks

The drawback is that it has too many functionalities that might affect the integration with LinkedIn.

HipSocial

HipSocial is a social media management tool that helps you engage and manage your audience on different platforms such as Facebook, LinkedIn, and Twitter.

Features

HipSocial’s integration with Insightly allows you to:

  • easily set up the integration with a few clicks
  • save contacts from Social Media profiles
  • generate potential clients based on other leads
  • seamless integration with other apps

Drawbacks

The main drawback is that it is a tool targeting Social Media. It is not necessarily geared towards recruitment needs.

Linkmatch

Features

Our integration with Insightly functionalities:

  • LinkedIn profiles that are already in your Insightly will be marked with green
  • You can edit your  Insightly profile without leaving LinkedIn
  • You can save your profile from LinkedIn directly to Insightly
  • You can sync the updates between LinkedIn and Insightly profile
  • You can adjust the Insightly profile view

Drawbacks

The drawback is that you can’t share company updates directly from Linkmatch.

Let us know what other tools you use to automate your work.

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Written by

LinkMatch Team