Candidate Relationship Management (CRM) Connect FAQ

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id="a11y-main" class="layout layout--one-column" aria-label="Help content" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="article-details-page"> <div class="hue-page-heading" data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="hue-page-heading__title hue-default-color t-24 t-bold" data-test-selector="heading-title"> Candidate Relationship Management (CRM) Connect FAQ </h2> Last updated: 7 days ago </div> </div> <div class="page-width-content article-details-content"> <div class="article-details-content__main"> <article data-test-selector="article" data-article-source="urn:li:helpCenterArticle:(1590835,LITHOGRAPH)"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Candidate Relationship Management (CRM) Connect is an integration between LinkedIn Recruiter and your Candidate Relationship Management (CRM) system. Two of the most common workflow challenges for talent professionals are toggling back and forth between different systems and understanding the candidate hiring process from sourcing to hire. CRM Connect solves these challenges by integrating Recruiter with your ATS to simplify your hiring process.Check out some frequently asked questions on CRM Connect below. </div> <div class="article-content-callout article-content-callout__background--warning" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Important to know </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> CRM Connect is not available for Recruiter Lite customers. </div> </div>  </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-250u2" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> I have an ATS and a CRM; do you recommend I use RSC or CRM Connect? Or both? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-250u2" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> In order to achieve the most streamlined and efficient workflow across systems, we recommend activating both RSC and CRM Connect. By connecting both your ATS and CRM to LinkedIn, you access the most holistic view of your hiring funnel, seeing information across all systems as you make decisions and collaborate with your team in LinkedIn Recruiter. We believe this more holistic approach to be more effective than integrating just one system. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> These two integrations can seem duplicative but if we break it down, one is for prospecting and one is for applicants and they work very well together. Additionally, here are some key differences between the two:<ul><li>CRM Connect syncs the following data from your CRM to LinkedIn, which RSC doesn't:<ul><li>Email interactions</li><li>Prospecting Pipelines</li><li>Pipeline Stages</li></ul></li><li>RCS syncs the following data from your ATS to LinkedIn, which CRMC doesn't:<ul><li>Job Applications</li><li>Application Stages</li></ul></li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> We are aware that your ATS may integrate with your CRM. CRM Connect is not designed to pull in key ATS information like applications and hiring stages. Thus, CRM Connect is not a reliable solution for rediscovering candidates based on past applications tracked in the ATS. </div> <div class="article-content-callout article-content-callout__background--warning" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Important to know </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> In order to get the full benefits of past applicant information from your ATS, and to ensure that this information makes candidate rediscovery seamless on LinkedIn, we recommend that you integrate your ATS directly with LinkedIn via RSC. </div> </div>  </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-k35qm" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Is there a cost to use CRM Connect? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-k35qm" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> For all customers with one or more Recruiter Corporate or Recruiter Professional Service (RPS) seats, CRM Connect is included as part of your Recruiter license at no additional cost. Some CRM providers charge customers an implementation fee as a part of their standard business practice; however, there is no fee from LinkedIn. Check with your CRM provider for further details. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-9w3za" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Who can use CRM Connect? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-9w3za" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> CRM Connect is available for all Recruiter Corporate or Recruiter Professional Service (RPS) seats as part of your Recruiter license. Recruiter Lite customers are not eligible for CRM Connect, if you would like to learn more about Recruiter Corporate or Recruiter Professional Service <a rel="" href="https://business.linkedin.com/talent-solutions/cx/20/11/rlite-contact?trk=leadgeninhcarticle_rliteoverview" target="_self">contact our sales team</a>. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-n2v4z" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Who can set up the CRM Connect integration? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-n2v4z" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> To set up the CRM Connect integration, users must have admin permissions on their Recruiter dashboard. Permissions in CRM Connect are based on permissions in Recruiter. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-haryu" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> What should I do if I receive the "Your account is not associated to any company" error message? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-haryu" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Your Recruiter Dashboard may not be correctly linked to your company’s page on LinkedIn. Please contact us with a description of the error for assistance. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-dei76" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Why is the information different in my CRM vs on LinkedIn when viewing the Profile Widget? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-dei76" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> The information you can view on the profile widget depends on whether you’re signed into a Recruiter account, and if CRM Connect is enabled. You must be signed in to Recruiter with a CRM Connect-enabled dashboard to view all information within the profile widget. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-m2tvr" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Why am I not able to export a candidate to my CRM? <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-m2tvr" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Some LinkedIn members have opted out of Off-LinkedIn Profile Visibility, meaning that their profiles cannot be exported using 1-Click Export. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-3noog" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> CRM to LinkedIn data syncing requirements FAQs <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-3noog" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> What data do I need to sync from my CRM to LinkedIn to power CRM Connect? The following are required fields, which are mandatory in order for the integration to work.  </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <thead class="artdeco-table-header"> <tr class="artdeco-table-row"> <th class="artdeco-table-header">Candidates</th> <th class="artdeco-table-header">Interactions (Recruiting Activity)</th> <th class="artdeco-table-header">Talent Pipelines & Pipeline Stages</th> </tr> </thead> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">This data powers candidate matching and the LinkedIn Profile Widget in your CRM.</td> <td class="artdeco-table-cell">This data adds richness to the data surfaced in the In-CRM indicator.</td> <td class="artdeco-table-cell">This data enables you to export candidates to a specific pipeline in your CRM. Required for 1-Click Export. </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"> Name Email Time created Time last modified Resume When available: Phone number LinkedIn profile URL Address Current company name Current job ttle Do NOT Contact (True/False flag) </td> <td class="artdeco-table-cell"> Candidate ID Interaction type (email, phone call, SMS, note, etc.) - required when available Interaction description Recommended (but not required): Name and email of the recruiter associated with the interaction </td> <td class="artdeco-table-cell"> Title Pipeline Stages (including the stage of each candidate in the pipeline) Source of each candidate in the pipeline Time created Time last modified Current state of pipeline (open or closed) Recommended (but not required): Pipeline description Pipeline locations Pipeline owner Skills associated with the pipeline </td> </tr> </tbody> </table> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> See:<ul><li><a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/crm-connect/sync-crm-candidates" target="_self">Sync CRM candidates</a></li><li><a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/crm-connect/sync-crm-interactions" target="_self">Sync Interactions</a></li><li><a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/crm-connect/sync-crm-pipelines" target="_self">Sync Pipelines</a></li></ul> </div> <div class="article-content-callout article-content-callout__background--note" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Here's a tip </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> Additional optional items may be included at the discretion of the CRM. Fields in the CRM may be labeled differently. Where data is displayed within the CRM is unique to each CRM and is subject to CRM update. </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> How is candidate email data from my CRM handled by LinkedIn? We ask customers to sync candidate data, including candidate email, from the CRM to LinkedIn. This is because email is a unique identifier within LinkedIn, and we need it to match CRM Candidate records to LI members. This member matching is how we are able to surface CRM candidate information within LinkedIn Recruiter, and show LinkedIn member profiles in the LinkedIn Profile Widget (embedded in customers’ CRM systems). Candidate email data coming from the CRM to LinkedIn is treated with the utmost privacy. <ul><li>It will not be used by LinkedIn to enrich our own member profile data. </li><li>This data is stored separately from our own member data on the backend. </li><li>When displayed in Recruiter, there will be a clear indication of whether a candidate email was synced from an external CRM system</li><li>Candidate email data will never be shared with another customer. </li><li>CRM emails are only visible to recruiters on CRM Connect-enabled LinkedIn Recruiter contracts. </li><li>Any and all information synced via CRM Connect remains customer data. The best way to think about this is you, the customer are the Data Controller, and LinkedIn is the Data Processor. </li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Can I opt out of sending any fields from my CRM to LinkedIn? Currently, you can't opt out of sending any required fields from your CRM to LinkedIn. Providing this data ensures that your users have the best experience possible with CRM Connect, receiving relevant information and full context on every candidate. However, we have access controls coming soon that will allow you to manage who has access to see certain candidates, pipelines, interactions, and resumes synced from your CRM. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> What happens when I purge candidates from my CRM? Can I make sure that is reflected back in Recruiter? When a candidate is deleted from your CRM, your CRM system will send LinkedIn a “delete” API request to delete the corresponding record on LinkedIn. This delete action should happen in close to real-time, and will permanently delete the associated candidate record from LinkedIn’s backend database. Note that the same process applies to talent pipelines, pipeline stages, interactions, and resumes synced to LinkedIn through CRM Connect. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> If a candidate that was exported from LinkedIn to my CRM closes their LinkedIn profile, will they get deleted from my CRM? <ul><li>If a member closes their LinkedIn profile, they have 21 days to reactivate it (after which LinkedInwill purge their profile). Once a LinkedIn profile is purged, we populate this information in our Closed Candidates API endpoint, which your CRM must query periodically. Your CRM system is responsible for deleting previously-exported LinkedIn profiles that have been deleted, or informing you when a previously-exported LinkedIn profile has been closed. If your CRM informs you that a LinkedIn member profile has been closed,it is your responsibility to determine whether you have a continuing legal basis to retain previously-exported LinkedIn profiledata. Detailed information about how this API works is available <a rel="" href="https://nam06.safelinks.protection.outlook.com/?url=https%3A%2F%2Flearn.microsoft.com%2Fen-us%2Flinkedin%2Ftalent%2Fcrm-connect%2Fretrieve-crm-exported-candidates%3Fcontext%3Dlinkedin%252Ftalent%252Fcrm-connect%252Ffull_context%252Fcontext%23retrieving-closed-candidate-profiles&data=05%7C01%7Ccahart%40linkedin.com%7C3fa1b911881e4c34148608dba7d78037%7C72f988bf86f141af91ab2d7cd011db47%7C0%7C0%7C638288316257707873%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=AhzUr9vEjGy42Z38UAh7S4%2FVbHXqd1SDxwRGIu9oZ8M%3D&reserved=0" target="_self">here</a>. Please reach out to your CRM rep if you have any concerns or questions about purging closed LinkedIn profiles from your CRM. </li><li>Additionally, once a member closes their profile, that profile will no longer surface in the <a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1698086" target="_self">LinkedIn Profile Widget</a>. </li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Is it possible to sync candidate skills and tags from my CRM to LinkedIn, so that they are visible in LinkedIn Recruiter? We are building the capability for CRM partners to sync candidate skills and tags to LinkedIn, so that this information can be surfaced in Recruiter. This feature will be available for CRM partners to adopt in 2024.  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Do InMail communications come over to the CRM from LinkedIn?  Yes, as part of the integration, we provide InMail History to the CRM, which will be used to sync InMails (including full content and history) and follow up messages for customers who have CRM Connect activated. You can also see limited past InMail and notes activity in the Recruiting Activity section/tab of the LinkedIn Profile widget in your CRM. </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-ogq37" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> LinkedIn to CRM data syncing requirements FAQs <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-ogq37" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> What LinkedIn data gets exported to my CRM?Below are the fields we bring over from LinkedIn to your CRM via 1-Click Export (1CE). We do not automate exports, and we do not export member contact information or resumes with this feature. (<a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/recruiter-system-connect/retrieve-exported-candidates/stubprofile" target="_self">Link to API reference</a>) </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <thead class="artdeco-table-header"> <tr class="artdeco-table-row"> <th class="artdeco-table-header">CRM</th> <th class="artdeco-table-header">1-Click Export Fields</th> </tr> </thead> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"> Eightfold, Beamery, Jobvite </td> <td class="artdeco-table-cell"> First Name Last Name Headline Location LinkedIn profile URL Experience (2 most recent positions) Education Skills (top 3 highlighted skills or 3 most recent skills) Years of Experiene on LinkedIn Source ("LinkedIn") Notes that are manually entered by the user at the time of export </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">Avature, Clinch</td> <td class="artdeco-table-cell"> First Name Last Name  Headline Location  Current Employer(s) LinkedIn profile URL </td> </tr> </tbody> </table> </div> <div class="article-content-callout article-content-callout__background--note" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Here's a tip </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> Exports are limited to 300 exports per Recruiter user per month. </div> </div>  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> CRM Connect will send candidate contact information via a feature called InMail StubProfile: This is an API that will send a candidate's contact information to the partner if the candidate has consented to share it with a recruiter via an InMail. Without consent, we only share the LinkedIn profile data referenced above as part of 1-click export.<ul><li>With consent, the <a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/recruiter-system-connect/recruiter-prospect-interactions/inmail-stub-profiles" target="_self">InMail StubProfile</a> shares limited profile information including email and phone number, if provided.</li><li>No InMail StubProfile record will be sent to the partner system if the LinkedIn member does not consent to sharing their contact information. If the member consents to sharing their contact information, they are required to share their email (sharing their phone number is optional).</li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> What is the maximum number of profiles I can export from LinkedIn to my CRM? Can we bulk-export to CRM?Currently, each Recruiter user on a CRM Connect-enabled contract may complete 300 LinkedIn profile exports per month. We do not allow for bulk exports. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Do Linkedin projects/pipelines come over into the CRM?You will not be able to see a candidate’s LinkedIn pipeline information in the LinkedIn profile widget, but you will be able to see recent InMail and Notes activity displayed in the Profile Widget, and also can access full InMail History displayed directly in the CRM. You can save a candidate to a pipeline in your CRM directly from the LinkedIn Profile widget. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Do I need to export all my candidates from LinkedIn Recruiter to the CRM?  <ul><li>Yes, historical candidate data will be synced during the implementation/activation process, in which candidates are mapped between systems by email address/LinkedIn URLs/phone number, etc. This exported data is used to match candidates across systems and give users the most comprehensive view of data/context on a given candidate to help you save time manually toggling between the two systems.</li><li>Once your implementation process is completed, you will be able to filter candidates in Recruiter based on whether they already exist within your CRM or not. You can use 1-click export to add candidates from LinkedIn Recruiter to your CRM. </li><li>Candidate data that is synced for the purposes of the integration remains as customer data (e.g. customers are the Data Controller and LinkedIn is the Data Processor). Customers have the ability and control for deleting any candidate records from the integration as needed.</li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> How does LinkedIn manage candidate data that is exported to the CRM? <ul><li>Information available via 1-Click Export is part of the member profile visible to recruiters in LinkedIn Recruiter. This is in accordance with LinkedIn’s <a rel="" href="https://www.linkedin.com/legal/user-agreement-summary" target="_self">User Agreement</a> and <a rel="" href="https://www.linkedin.com/legal/privacy-policy" target="_self">Privacy Policy</a> where we have sections on "How We Use Data" and "How We Share Information".  </li><li>Members have the option to opt out of LinkedIn visibility (this is ON by default). If they turn this OFF, their profiles cannot be exported via 1-Click Export.</li></ul> </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-bom87" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Permissions and access FAQ <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-bom87" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Can I control my team’s permissions and access to certain data from LinkedIn that shows up in CRM?We are currently building in access controls to give your team control of who has access to see certain candidates, pipelines, interactions, and resumes synced from your CRM to LinkedIn Recruiter. These access control capabilities will be available for partner adoption around fall 2024. Please check with your CRM for when they plan on adopting and offering these features to customers.  </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-xp44n" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Activation process and requirements FAQs <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-xp44n" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> How do I activate CRM Connect? <ul><li>To start the activation process, reach out to your LinkedIn Representative, or follow instructions laid out on your CRM’s page on the LinkedIn website. You can find your CRM’s page <a rel="" href="https://business.linkedin.com/talent-solutions/linkedin-hiring-integrations/talent-crm-integration#jobs-posting-promotion" target="_self">HERE</a>.</li><li>Depending on your CRM, one of LinkedIn Technical Product Consultants or a rep from your CRM will support you through the activation process, which typically takes 2-48 hours to complete*. You can also receive further support through the LinkedIn Help Center and/or your CRM’s Activation Guide. </li></ul>*Note: some CRM’s such as Avature led the implementation of CRM Connect with their own unique process. If you use Avature, reach out to your Avature representative to get started.  </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Can I activate CRM Connect for specific dashboards vs all my dashboards? Can I opt out of any CRM Connect features?When you activate CRM Connect, you enable CRM Connect at the dashboard level, allowing you to choose which dashboards you are activating or not activating. You cannot opt out of any CRM Connect features. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> If you have Recruiter Lite, can you use CRM Connect?No, Customers must have a Corporate Recruiter license to enable integration. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> How long does it take for data to sync across systems during activation? The historical data sync duration is dependent on the volume of the customer's data and typically takes 2-48 hours to complete*. However, once the historical data sync has been completed, data continuously syncs between systems about every 15 minutes.*Note: some CRM’s such as Avature led the implementation of CRM Connect with their own unique process. If you use Avature, reach out to your Avature representative to get started.  </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-1codh" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Feature specific FAQs <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-1codh" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> GeneralHow do we match candidates?CRM candidates are matched with LinkedIn members based on their email address first. If no match is found, it then attempts to match based on their phone number, profile URL, and/or company name + job title. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> 1-Click ExportCan you still export candidates to CRM if the candidate has not consented to sharing their contact information?  <ul><li>You can still export candidates to the CRM via 1-click export even if the candidate has not consented to sharing their contact information. However, the export will not include the candidate's contact information without their consent. </li><li>1-Click Export will share the following data, depending on your CRM. </li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <thead class="artdeco-table-header"> <tr class="artdeco-table-row"> <th class="artdeco-table-header">CRM</th> <th class="artdeco-table-header">1-Click Export Fields</th> </tr> </thead> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"> Eightfold, Beamery, Jobvite </td> <td class="artdeco-table-cell"> First Name Last Name Headline Location LInkedIn proflie URL Experience (2 most recent positions) Education Skills (top 3 highlights skills or 3 most recent skills) Years of Experience on LinkedIn Source ("LinkedIn") Notes that are manually entered by the user at the time of export </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell"> Avature, Clinch </td> <td class="artdeco-table-cell"> First Name Last Name Headline Location Current Employer(s) LinkedIn profile URL </td> </tr> </tbody> </table> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> Is there a limit to how many candidates can be exported? The maximum number of exports that can be performed with one-click export is 300 per seat per month, as noted in our <a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/crm-connect/retrieve-crm-exported-candidates?context=linkedin%2Ftalent%2Fcrm-connect%2Ffull_context%2Fcontext#response-body-fields" target="_self">documentation</a>. One export is defined as an export to one CRM pipeline.  Can you bulk export candidates with one click export?No, can only export candidates one by one to CRM via one-click export.How come I am unable to export a candidate to my CRM? LinkedIn members can control whether their information can be shared/exported via their LinkedIn profile settings. If they have their “Profile discovery and visibility settings” disabled, then they have not consented to sharing their profile information and therefore, we cannot export them to the CRM.  What is the candidate profile export security / privacy policy?If a candidate (LinkedIn member) has set in their LI profile settings to "do not allow export", then the Recruiter user won't be able to export the candidate to the CRM pipeline via 1CE. Note: only ~1-2% of all LI members that have the setting disabled (and do not allow exports).What happens to a candidate or applicant record in CRM if the member changes their LinkedIn member privacy settings after using 1-click export? Records that have already been exported in the past become the customer’s data - and LinkedIn will not update/change that data. If a member changes their LinkedIn member privacy settings after their profile is exported, it will not be possible to export their profile again, but nothing happens to their record in the CRM.What data gets sent with 1CE via the Candidate StubProfile?  The <a rel="" href="https://learn.microsoft.com/en-us/linkedin/talent/recruiter-system-connect/retrieve-exported-candidates/stubprofile" target="_self">Candidate StubProfile API</a> is what we send for 1-Click Export, which does not require member consent.Can we customize the notification message candidates receive when prompted to share their contact information via InMail messages? No, this is standard language that is approved by our legal teams and cannot be changed.Can you input notes with InMail StubProfile export? There is no way to input notes with InMail StubProfile export, as this happens automatically once a candidate shares their contact information. However, recruiters may manually input a note before 1 Click Export (for [Candidate] StubProfile) into the CRM. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> LinkedIn Profile WidgetWill candidate data from LinkedIn get updated automatically within the CRM? <ul><li>Up-to-date candidate data can be viewed via LinkedIn CRM Connect Profile Widget (an iframe that gets rendered in your CRM). If users update their job title for example, the updates will be viewable via the widget, but that does not override/update the CRM field data. </li><li>In order to override/update candidate data in your CRM, you would need to perform 1-Click Export to update existing CRM profile fields.</li></ul>Does the Profile Widget display for candidates we didn't 1-click export to the CRM?Yes, the Profile Widget will be available for ALL/ANY members matched via their member URL, and/or email address / other between LinkedIn Recruiter and your CRM automatically, not just for 1-click exported candidates.What happens if there are duplicate person records in the CRM? How will LinkedIn populate for duplicate records?If duplicate person records in the CRM match to the same LinkedIn member, both of the CRM person records will be displayed as matches in the LinkedIn UI. The Profile Widget will populate with the same LinkedIn member for both candidates when viewed in the CRM.Are skills something that will come through the LinkedIn profile widget and be usable for nurture campaign development? <ul><li>You can view candidate skills, then use them to add a tag in the CRM, but they will not automatically become tags in the CRM. </li><li>With One Click Export, top 3 skills have been recently added as export fields. As this is a new enhancement, please check with your CRM provider to confirm availability.</li></ul> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> In-CRM IndicatorOnce I sync CRM data over to LinkedIn, how granular can I be with using that data to search? Am I able to use search filters to filter out CRM pipelines?Not currently. The LinkedIn CRM Connect product team is exploring adding additional fields for filtering in LinkedIn Search, but currently, users are limited to filtering but candidates In-CRM. </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> SpotlightsWhat fields will be spotlighted in the spotlight section? Will you be able to see if a candidate is in a nurture campaign already?Currently, there is no spotlight connection for CRM Connect. However, there is an advanced search filter that does appear once CRM Connect has been activated that allows Recruiter users to filter candidates including or excluding them based on if they are "In CRM". </div> </div>  </div> </div> <div class="collapsible article-content__collapsible" data-test-selector="collapsible"> <button aria-controls="collapsible__body-o26nd" aria-expanded="false" class="collapsible__trigger plain-button " data-test-selector="collapsible-trigger" type="button"> Using CRM Connect and RSC FAQ <li-icon size="large" color="inverse" class="collapsible__icon " data-test-selector="collapsible-icon" type="chevron-down-icon"></li-icon> </button> <div id="collapsible__body-o26nd" class="collapsible__body article-content__collapsible-body" data-test-selector="collapsible-body" hidden tabindex="-1"> <div class="collapsible__content"> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> I have a CRM and an ATS or a hybrid CRM/ATS. I heard there is an integration with my ATS called RSC. Which integration should I use? Based on your CRM/ATS use case, the following table lists the integrations you should use. </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text-table" data-test-selector="preRenderedMarkup-container"> <table class="artdeco-table--striped"> <thead class="artdeco-table-header"> <tr class="artdeco-table-row"> <th class="artdeco-table-header">Use case</th> <th class="artdeco-table-header">LinkedIn Integration Recommendation</th> </tr> </thead> <tbody> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">“I only use a CRM”</td> <td class="artdeco-table-cell">Activate CRM Connect.</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">“I only use a ATS”</td> <td class="artdeco-table-cell">Activate RSC.</td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">“I use a different ATS and CRM system” (e.g. Greenhouse is my ATS and Beamery is my CRM)</td> <td class="artdeco-table-cell"> We recommend activating both RSC and CRM Connect, in order to benefit from hiring efficiency across your entire hiring funnel. By activating both, you will improve your experience on LinkedIn Recruiter by having a more holistic view of a candidate’s background, pulling information from LinkedIn, your ATS, and your CRM. </td> </tr> <tr class="artdeco-table-row"> <td class="artdeco-table-cell">“I use a hybrid ATS/CRM System” (e.g. I use Avature as both my ATS and CRM)</td> <td class="artdeco-table-cell"> This depends on what candidate insight is most important to you. If you activate CRM Connect only, you will see pipeline data, prospects (regardless of if they applied in the past), and interactions in LinkedIn. If you activate RSC only, you will not see this layer of information (pipeline, prospects, interactions), however you will still see past application history in LinkedIn. Thus if you lean heavily on your hybrid system for candidate nurture, CRM Connect may be best for your team. If you lean heavily on your hybrid system for application management, RSC may be best for your team. If you have equal use for both nurture and application management, you may want to activate both integrations.  </td> </tr> </tbody> </table> </div> </div>  </div> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <h2>Related tasks</h2><ul><li><a rel="" href="https://www.linkedin.com/talent/home" target="_self">Sign in to Recruiter</a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1584832" target="_self">Access CRM Connect features based on a user's license and permissions in Recruiter</a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1589846" target="_self">Export Candidates to your Candidate Relationship Management (CRM) System</a></li></ul><h2>Learn more</h2><ul><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1675979" target="_self">Candidate Relationship Management (CRM) Connect</a><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1587856" target="_self"> </a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1587856" target="_self">Missing pipelines when exporting candidates using Candidate Relationship Management (CRM) Connect</a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a419295" target="_self">Data and privacy for hiring integrations in Recruiter FAQ</a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a5938407" target="_self">Hiring Integrations in Recruiter</a></li><li><a rel="" href="https://www.linkedin.com/help/recruiter/answer/a1458358" target="_self">Integration features supported by an ATS or CRM</a></li></ul> </div> </article>  <div class="placeholder " id="helpfulness-rating"> </div> </div> <div class="article-details-content__delimiter"></div> <aside class="article-details-content__aside"> <div class="article-details-content__tags"> <h3 id="tagged-header" class="hue-web__header--aside t-bold t-16" data-test-selector="topicTags-header"> Tagged in </h3> <ul class="pill-list article-page-pill-list hue-artdeco-pill" data-test-selector="topicTags-container"> <li class="pill-list__item" id="topic-link-a277021" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/recruiter/topic/a277021" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> Talent CRM Integrations </a> </li> <li class="pill-list__item" id="topic-link-a101040" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/recruiter/topic/a101040" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> Integrations </a> </li> </ul> </div> <div class="related-articles"> <h3 id="related-articles" class="related-articles__header t-bold t-16" data-test-selector="relatedArticles-header"> Related articles </h3> <ul class="related-articles__list" data-test-selector="relatedArticles-container"> <li class="related-articles__list-item t-14" id="article-link-a539298" data-test-selector="relatedArticles-list-item"> <a href="/help/recruiter/answer/a539298" class="related-articles__link" data-test-selector="related-article-link" aria-describedby="related-articles"> <li-icon class="related-articles__icon" color size="small" type="document-icon"></li-icon> Access RSC features based on a user's license and permissions in Recruiter </a> </li> <li class="related-articles__list-item t-14" id="article-link-a1457406" data-test-selector="relatedArticles-list-item"> <a href="/help/recruiter/answer/a1457406" class="related-articles__link" data-test-selector="related-article-link" aria-describedby="related-articles"> <li-icon class="related-articles__icon" color size="small" type="document-icon"></li-icon> Connect your Jobvite ATS to Recruiter </a> </li> </ul> </div>  </aside> </div>  </div> </main> <div class="placeholder " id="toasts__wormhole" data-inert-toggle-target="me-menu-inert-toggle-target"> </div> <footer class="global-footer" data-inert-toggle-target="me-menu-inert-toggle-target" data-component-selector="global-footer" data-test-id="global-footer" role="contentinfo"> <div class="global-footer__upper-row-wrapper"> <div class="page-width-content"> <ul class="global-footer__upper-row-items t-12 t-black"> <li class="global-footer__upper-row-item global-footer__logo"> <a class="global-footer__upper-row-item-link" href="https://www.linkedin.com"> <li-icon size="14dp" color="brand" tabindex="-1" aria-hidden="true" type="linkedin-logo"></li-icon> LinkedIn </a> </li> <li class="global-footer__upper-row-item "> <a class="global-footer__upper-row-item-link" data-test-id="footer-contact-us" href="https://www.linkedin.com/help/recruiter/solve"> Contact us </a> </li>     <li class="global-footer__upper-row-item global-footer__language-switcher-wrapper"> <form action method="GET" class="language-switcher__form">  <label class="language-switcher__select-label"> Select a language. 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