If your organization utilizes LinkedIn Sales Navigator (LISN), you can take advantage of the FreeAgent Add-on! This will allow you to create contact records directly within LISN. Make your prospecting more seamless and save time with this convenient add-on. Let's get started!
- Pre-Installation
- Addon Installation
- Pair with FreeAgent
- Start Prospecting
- Loading Prospects into FreeAgent
- Removing or Disabling Addon
Pre-Installation
Make sure to add (or reactivate if deactivated) the following two form fields within your Contacts app. Go to Settings > Apps > Contacts > Form Builder.
1. LinkedIn Sales Navigator (URL Field)
2. LinkedIn Sales Navigator ID (Text Field)
If you don't see the two LinkedIn fields listed above they may be deactivated. To find them, go to the "Form Fields" tab and click on the "Show Deactivated" checkbox.
Addon Installation
1. Download the LISN Chrome Addon zip file, available at the bottom of this article.
2. Unzip to a folder of your choosing.
3. In a Google Chrome tab copy and paste chrome://extensions into the address and hit enter.
4. In the upper right-hand corner enable 'Developer Mode'.
5. 'Developer Mode' will bring up the 'Load Unpacked' option, click this
6. Navigate to the directory where you unpacked the zip file and select it!
Pair with FreeAgent
Once you've successfully performed the above process, log in to LISN. (Also make sure you are logged into FreeAgent.) You will now see a FreeAgent icon on the right-hand side of your LISN homepage. Click on this icon then click 'Pair with FreeAgent.'
This will open a new FreeAgent tab. This will bring up a dialogue to allow LISN permissions to create, read and update App records. Click 'Submit' to agree. Once you have agreed this tab will close and bring you back to LISN. You will notice where the FreeAgent add-on icon will now be a window. This should read "Successfully paired with FreeAgent!"
It may take a few moments to load your Addon. Once your Addon is ready you will now see an embedded window. This window will show fields of the current profile you are viewing including name, contact and company info pulled directly from LISN (when available per prospect).
Start Prospecting
You're now ready to start prospecting! As you navigate through LISN, whenever you encounter a profile you'd like to add as a Contact or even update an existing Contact, simply click on the FreeAgent Addon icon to open the window. From here you can view and modify any of the fields, whether they auto-populate or not.
These fields will include
| First Name |
| Last Name |
| Job Title |
| Company |
| Phone Number |
Once the fields are set to your satisfaction, click 'Queue' in the Addon window. This will save your Contact info for this profile in the queue. You can access this and all other profiles you have queued during your session by clicking 'Queued Profiles' in the lower right-hand corner of your addon window.
Company Page
This is an important first step in your prospecting process. The FreeAgent Addon can automatically generate a new Account within FreeAgent by company. Prospects you find during a session can then 'land in' the corresponding account when you export them to FreeAgent CRM.
You will notice a 'Go to Company Page' button in the Addon window. If the company associated with the prospect's profile has not been added to FreeAgent you will see 'No account found for company.' The process to go to the company page and add the company page is the same, simply click on 'Go to Company Page.'
If you need to add this company page to your FreeAgent Addon, click on 'Go to Company Page,' this will take you to the LISN page of the prospect's company. Open your Addon and there will be an option to 'Add to FreeAgent.' After a moment you will see this success message 'Company saved to FreeAgent!'
Note: if you utilize other prospecting clients such as ZoomInfo you may be able to pull in "missing" field data. If this is the case, when you click on an empty field you will automatically see relevant options in dropdown format, such as emails or phone numbers.
Loading Prospects into FreeAgent
Continue browsing and prospecting to your liking. Whenever you've decided to end your LISN session or you simply want to load your queued prospects into FreeAgent as Contact information, open the Addon window and click on 'Queued Profiles.'
This will bring up all the profiles you've queued during your current session. You will have to option to 'Remove' any of them if needed. You can add a FreeAgent tag to this batch of contacts to make it easier to search and filter for them e.g. by date or company.
Once ready click 'Send to FreeAgent.' If you have multiple contacts, this may take a few moments. You will now see an "Export Successful!" message indicating your queued profiles have been sent to FreeAgent.
To confirm all your profiles are now fresh contacts, go to FreeAgent > Contacts > Filter, Sort & More. Filter by the Tag you assigned to this LISN batch. You should now see all the prospects as Contacts within FreeAgent!
In addition to the name and contact info you pulled or modified, you will see a link to the Contact's LISN profile and they will be auto-grouped into a new or existing Account per their LISN company page. Additional fields such as LISN industry and website may be included depending on the company's profile.
Removing or Disabling LISN Addon
If at any time you want to remove the FreeAgent Addon simply navigate to chrome://extensions and you will see a collection of your Chrome extensions. Navigate to the FreeAgent LISN and click 'Remove.' You can go ahead and reinstall at any time.
If you simply wish to temporarily disable the Addon you can toggle the switch from active (blue) to inactive (gray). This will not uninstall the Addon, thus you can quickly reactive it when needed.