About LinkedIn CRM Connect
Q: What is LinkedIn CRM Connect?#
LinkedIn CRM Connect is an integration that connects Pump with LinkedIn Recruiter, surfacing candidate data where and when you need it in your recruitment workflow.
Q: How does the integration help my team?#
It helps drive efficiency, save time, and make candidate nurturing more impactful. Teams can quickly see the full context of a candidate's past history, collaborate with colleagues, and reduce time spent switching between platforms.
Q: Is LinkedIn CRM Connect part of the core Pump product?#
No. The integration is a separate web service that sits apart from the core Pump solution. This allows it to be released and updated independently of the main Pump product
Enabling and Configuring the Integration
Q: What do I need before enabling the integration?#
You will need access to the System Administration area in Pump, and a valid LinkedIn Recruiter / CRM Connect contract (arranged directly with LinkedIn). All Dynamics Users who need to be included must also have an email address that matches their corresponding LinkedIn account.
Q: How do I get to the LinkedIn CRM Connect settings?#
In the bottom left of the Pump UI, select System Administrator, click Master Global Settings, then within the Global Settings section select the 'LinkedIn CRM Connect' tab.
Q: What are the two sections of the LinkedIn CRM Connect tab?#
The left-hand side shows LinkedIn's own settings, presented within an embedded iframe. The right-hand side shows Pump's own configurable settings and integration analytics.
Q: How do I enable the integration on the LinkedIn side?#
Select 'Change contract' and choose your respective LinkedIn Recruiter contract, then select 'Choose Integrations', tick 'CRM Connect', and click Save to enable the integration.
TIP Use the 'View features' option to see a full list of the functionality included with the integration before enabling it. |
Q: What does the 'LinkedIn Integration Enabled' setting do?#
This setting is fixed to 'Yes' and is not modifiable – it simply confirms the integration is active once enabled.
Q: What is the 'LinkedIn Candidate Source' setting for?#
It is an optional setting used to default the 'Source' field on Candidates and Applications created via the LinkedIn integration. It's useful for customers who want to distinguish between sources such as 'LinkedIn' (public) and 'LinkedIn Recruiter' in their reporting.
Q: What does 'Restrict LinkedIn Visibility by Business Unit' do?#
It defaults to 'No'. Setting it to 'Yes' applies a customer's existing Business Unit structure to limit visibility of Pipelines (Requirements) in LinkedIn, and is only relevant for customers who already use Business Units to restrict data visibility elsewhere in Pump.
Monitoring and Troubleshooting Synchronisation
Q: Within Global Settings, what does the LinkedIn Sync Status panel show?#
It provides an overview of the integration's health and activity, including whether the integration is currently active, which LinkedIn CRM Connect features are turned on, and overall sync progress across all existing and historical entities.
Q: How often does synchronisation happen, and is there a limit on records?#
People records and Requirements/Applications are synchronised to LinkedIn within five minutes, so changes made in Pump are picked up almost immediately in LinkedIn.
'InMail' history is pulled from LinkedIn every 30 minutes. All other scheduling tasks are processed overnight.
There is no limit on the number of records that can be synchronised.
Q: What happens if there is a sync error?#
Any sync errors are displayed in the LinkedIn Sync Status panel, with an option to export errors to CSV for review.
Q: What are 'Unmatched LinkedIn Seats'?#
This section identifies Dynamics Users connected to Pump whose accounts have not yet been matched to a LinkedIn account. Matching is performed automatically by comparing each Dynamics User's email address with their LinkedIn account, and a User must be matched to be included in the integration.
Q: Can I force a match to be re-attempted?#
Yes. Users/Seats can be refreshed directly from within the 'Unmatched LinkedIn Seats' section to re-attempt matching.
Terminology and Feature Overview
Q: Do LinkedIn and Pump use the same terminology?#
Not exactly - the two platforms use different names for equivalent concepts. The table below shows how these map to one another.
| Pump | |
|---|---|
| Profile | Person Record (Candidate & Contact) |
| Pipeline | Requirement |
| Talent Pipeline | Application |
| Pipeline Status | Application Status |
Q: What functionality does LinkedIn CRM Connect provide?#
In LinkedIn Recruiter, it provides the 'In CRM' indicator and filter, the ability to view Pump record details, export member profiles and contact information to Pump, and export/sync Pipelines with Requirements. In Pump, it provides LinkedIn profile viewing on People and Application records, automatic profile matching, InMail sending and tracking, and synchronisation of Talent Pipelines with Applications.
Using LinkedIn CRM Connect in LinkedIn Recruiter
Q: What is the 'In CRM' indicator?#
The In CRM indicator is displayed in LinkedIn Recruiter when a LinkedIn profile is already linked to an existing record in Pump, giving recruiters immediate visibility of whether a candidate is already known to the business. Where appropriate, users can navigate from LinkedIn Recruiter directly to the corresponding CRM record in Pump.
Q: What does the 'In CRM' filter do when searching?#
It helps users control whether search results should include or exclude people already recorded in Pump. For example, setting In CRM to Yes returns candidates already recorded in Pump, while setting it to No returns candidates not yet held in Pump – useful for identifying new talent.
Q: What Pump data is synchronised into LinkedIn Recruiter?#
CRM Connect synchronises key recruitment data from Pump into LinkedIn Recruiter, which may include People records (Candidate & Contact), Applications, Requirements, InMail Histories, and Activities.
| Candidate Data | Candidate Interactions | Talent Pipeline in CRM |
|---|---|---|
| This data powers candidate matching and the LinkedIn Profile Widget in your CRM | This data adds richness to the data surfaced in the In-CRM indicator | This data helps you export candidates to a given campaign |
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Q: How are Pump application statuses mapped to LinkedIn Talent Pipeline statuses?#
Where a candidate is associated with an application in Pump, the application status is synchronised into LinkedIn Recruiter and displayed against the candidate's Talent Pipeline, as shown below.
| Status In LinkedIn | Status In Pump |
|---|---|
| NUTURE | Longlist |
| LEAD | Shortlist |
| CONTACTED | CV Sent to Client |
| INTERVIEW | Interview Stage |
| DECLINED | Candidate Rejected Offer |
| OFFER | Offer Made |
| OFFER | Offer Accepted |
| HIRED | Placed (Created Cost Auth) |
| REJECTED | Application Rejected |
| REJECTED | Exception State |
Q: What other activity is synchronised between the systems?#
Activities uploaded from Pump into LinkedIn Recruiter include phone calls, SMS messages, emails and meetings, listed using the designated 'sort date' from Pump so activity history appears in date order.
Exporting Data Between LinkedIn and Pump
Q: How do I export a LinkedIn profile into Pump?#
Users can export LinkedIn Recruiter profiles into Pump by selecting 'Export to CRM' from the profile or search result menu in LinkedIn Recruiter. During this process, the user must assign a Pipeline, which corresponds to a Requirement in Pump.
Q: What information is exported from LinkedIn when a profile is exported?#
The export will include First Name, Last Name, Profile URL, Headline, Location, Education, Recent Experience, Top 3 Skills, Years of experience, Source (LinkedIn Recruiter), and Notes. Email address and notes are optional fields, where available and entered by the user.
- Important - Candidates do not have ACL settings related to Business Units; only Talent Pipelines (Applications) and Pipelines (Requirements) are controlled by these settings.
- Important - The LinkedIn headline is received from LinkedIn, but it is not currently written to a Dynamics field.
- Important - The application sync with Talent Pipelines does not extend to showing interview details.
- Important - The export does not include the LinkedIn Profile picture.
- Important - Location is passed as country via ISO lookup to address1_country and city name to address1_city. It does not perform geolocation and does not include a postcode.
- Important - The top three skills are mapped to a dedicated LinkedIn custom field, separated by commas. This is separate from standard Pump tags and skills.
- Important - LinkedIn profiles include a setting controlling whether the profile can be exported to a CRM. This is set to Yes by default, under Settings & Privacy → Visibility → Off-LinkedIn visibility.
Q: Can Pipeline access be restricted by Business Unit?#
Yes. Access to Pipelines may be controlled by ACL (Access Control List) settings linked to Business Units. This is enabled via the 'Restrict LinkedIn visibility by Business Unit' Global Setting covered in the Activation Guide. When enabled, users can only select Pipelines (Requirements) within their permitted Business Unit visibility.
Q: What happens if a profile has denied permission to be exported?#
If the profile has denied permission for their profile to be exported, the user will see the message: 'This member does not allow profile export'.
Q: How do I export contact information (not just a profile)?#
LinkedIn Recruiter allows users to request permission from a profile before exporting contact information into the CRM. The recipient can approve or reject the request; if approved, the contact details can be used to create or update a corresponding record in Pump.
Using LinkedIn CRM Connect in Pump
Q: Where can I view LinkedIn profile information within Pump?#
Users can access LinkedIn CRM Connect information from the ‘LinkedIn CRM Connect’ tab on Candidate and Application records. This widget allows users to review LinkedIn profile information without leaving the Pump record, and displays Summary Information, Work Experience, Education, Skills and Endorsements, Accomplishments, Qualifications, Certifications, Interests, and Personal Information.
Q: What happens if a Pump record isn't yet linked to a LinkedIn profile?#
Pump will attempt to identify a corresponding LinkedIn profile during the synchronisation process. Any potential matches are presented to the user from within the ‘LinkedIn CRM Connect’ tab on the Pump record, allowing the recruiter to select and link the correct profile.
Q: What if a record gets linked to the wrong LinkedIn profile?#
Users can click on the 'Wrong person's profile' option to unlink the record. A manual link option is also available where the recruiter can search for and connect a profile manually.
Q: Can I send InMail from within Pump?#
Yes. Users can send InMail from within Pump using the LinkedIn widget. LinkedIn Recruiter activities and InMails are tracked against the Pump record, helping users maintain a clear history of engagement.
Q: How are InMails stored in Pump?#
InMails are stored in Pump as Activities, including details such as subject, description, associated candidate, created date and time, and related sender and recipient records. LinkedIn 'messages' are not currently synchronised.
Synchronisation Details
Q: How frequently does data synchronise between Pump and LinkedIn?#
People records and Requirements/Applications are synchronised to LinkedIn within five minutes, so changes made in Pump are picked up almost immediately. 'InMail' history is pulled from LinkedIn every 30 minutes. All other scheduling tasks are processed overnight.
- Important - The application sync with Talent Pipelines does not extend to showing interview details.
- Important - The synchronisation does not include the LinkedIn Profile picture.
- Important - If the record already exists in Pump, work histories are not updated by the synchronisation process.
Additional Resources
Q: Where can I find further LinkedIn reference material?#
Administrators, trainers, and support users can refer to LinkedIn Talent Solutions for general hiring information, the LinkedIn CRM Connect Customer Guide for customer-facing functionality, and the Microsoft Learn CRM Connect Overview and Release Notes pages for the latest supported functionality.
| Reference | Purpose | Link / Details |
|---|---|---|
| LinkedIn Talent Solutions | General LinkedIn hiring and Talent Solutions information. | LinkedIn Talent Solutions |
| CRM Connect Overview | Microsoft Learn overview of LinkedIn CRM Connect. | CRM Connect Overview |
| CRM Connect Release Notes | Release notes for reviewing changes, updates, and supported functionality. | CRM Connect Release Notes |