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Link a LinkedIn profile and log LinkedIn messages

1. Add a person's LinkedIn profile

Open the person's profile on LinkedIn and copy the address from your browser's address bar, for example linkedin.com/in/dana-cohen.

  • For a new person, on People press Add a person and paste the address into LinkedIn profile.
  • For a person you already have, open them, press Edit, paste the address into LinkedIn profile and press Save changes. Empty the box to remove it.
  • For a lead, Add a lead has the same LinkedIn profile box, and on a lead's page you change it with Edit.

Only a linkedin.com address is accepted. Anything else is pointed out under the box, and nothing is saved until you correct it.

2. Open a profile in one click

The profile opens in a new tab from:

  • the person's page, at the top and in its details;
  • the LinkedIn icon beside the person's name on People;
  • the LinkedIn icon on the lead's line on Leads, and the lead's page;
  • the person's card in Before the meeting.

A person or lead with no profile shows no icon.

3. Log a LinkedIn message

After you send or answer a message on LinkedIn, open the person and press Log LinkedIn message. It is logged on the person at that moment, with nothing else to fill in.

To add a note or a different time, press Log a call, meeting or note instead, choose A LinkedIn message and press Log it.

4. Petal never connects to LinkedIn

Petal does not sign in to LinkedIn, read your profile or messages, or send anything there. LinkedIn's User Agreement (§8.2) forbids software that scrapes LinkedIn or sends messages automatically, and LinkedIn can restrict the account that uses it. So a profile is an address you paste, and a message is something you log.

5. For an AI agent

  • person.create, person.update, lead.create and lead.update take linkedin_url, the profile address as pasted. It is stored as an https address on linkedin.com; anything else is refused. To remove it with an update, name linkedin_url in clear.
  • interaction.log with kind set to linkedin logs a LinkedIn message.