{"id":179,"date":"2026-04-29T01:59:49","date_gmt":"2026-04-29T01:59:49","guid":{"rendered":"https:\/\/cesar.chat\/blog\/automatically-log-linkedin-dms-salesforce-hubspot\/"},"modified":"2026-04-29T01:59:49","modified_gmt":"2026-04-29T01:59:49","slug":"automatically-log-linkedin-dms-salesforce-hubspot","status":"publish","type":"post","link":"https:\/\/cesar.chat\/blog\/automatically-log-linkedin-dms-salesforce-hubspot\/","title":{"rendered":"How to Automatically Log LinkedIn DMs into Salesforce or HubSpot"},"content":{"rendered":"\n<p>If you&#8217;re tired of manually copying LinkedIn messages into your CRM, there&#8217;s an easier way. Tools like <strong><a href=\"https:\/\/www.cesar.chat\/\" style=\"display: inline;\">Cesar.chat<\/a><\/strong> can sync your LinkedIn DMs directly with <a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Salesforce<\/a> or <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">HubSpot<\/a>, eliminating manual data entry and ensuring accurate records. Here&#8217;s a quick summary of how it works:<\/p>\n<ul>\n<li><strong>What You Need<\/strong>: A Cesar.chat account (starting at $32\/month), admin access to your CRM, and a LinkedIn account. Optional tools like <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Zapier<\/a> or <a href=\"https:\/\/www.make.com\/en\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Make.com<\/a> can help with advanced workflows.<\/li>\n<li><strong>How It Works<\/strong>: Cesar.chat organizes your LinkedIn inbox, syncs conversations, and updates CRM records with labels, notes, and contact details.<\/li>\n<li><strong>Benefits<\/strong>: Save up to 15 hours per week by automating data entry. Keep your CRM updated with real-time LinkedIn activity.<\/li>\n<\/ul>\n<p>Early access to Cesar.chat is free for the first 1,000 users. If you&#8217;re using Salesforce, a <a href=\"https:\/\/workspace.google.com\/products\/sheets\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Google Sheets<\/a> workaround via Zapier or Make.com is currently available until native integration launches. Ready to streamline your workflow? Here&#8217;s how to set it up.<\/p>\n<h2 id=\"what-you-need-before-setting-up-linkedin-dm-automation\" tabindex=\"-1\" class=\"sb h2-sbb-cls\">What You Need Before Setting Up LinkedIn DM Automation<\/h2>\n<p>Getting LinkedIn conversations synced to your CRM is easier than you might think, but you\u2019ll need a few tools and some quick setup steps to get started. The whole process only takes a few minutes.<\/p>\n<h3 id=\"tools-and-accounts-youll-need\" tabindex=\"-1\">Tools and Accounts You\u2019ll Need<\/h3>\n<p>To begin, you\u2019ll need a <strong>Cesar.chat account<\/strong> on either the Business or Enterprise plan. The Business plan costs $32\/month and supports up to 3 integrations, while the Enterprise plan, priced at $40\/month, includes unlimited sync destinations and white-glove integration support. If you\u2019re among the first 1,000 users, you can take advantage of Cesar.chat\u2019s free early access period.<\/p>\n<p>Next, ensure you have <strong>admin access to your CRM<\/strong> &#8211; whether it\u2019s Salesforce or HubSpot. This access is essential for authenticating the connection and enabling data synchronization. You\u2019ll also need an account with <strong>Zapier or Make.com<\/strong>, as these platforms act as the link between Cesar.chat and your CRM.<\/p>\n<p>Lastly, make sure your <strong>LinkedIn account<\/strong> is active. While advanced CRM integrations may require a <a href=\"https:\/\/business.linkedin.com\/sales-solutions\/sales-navigator\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Sales Navigator<\/a> Advanced Plus subscription, Cesar.chat works seamlessly with both standard LinkedIn Business accounts and regular <a href=\"https:\/\/business.linkedin.com\/sales-solutions\/sales-navigator\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Sales Navigator<\/a> subscriptions.<\/p>\n<p>Once you\u2019ve got these accounts ready, you can move on to setting up LinkedIn and Cesar.chat for smooth integration.<\/p>\n<h3 id=\"getting-linkedin-and-cesarchat-ready-for-integration\" tabindex=\"-1\">Getting LinkedIn and <a href=\"https:\/\/www.cesar.chat\/\" style=\"display: inline;\">Cesar.chat<\/a> Ready for Integration<\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/assets.seobotai.com\/cesar.chat\/69f14ebdac8ee36f7cef05c2\/b7f5e23194bc6b78dc2fe1eb67aa6bae.jpg\" alt=\"Cesar.chat\" style=\"width:100%;\"><\/p>\n<p>Start by downloading and installing the <strong>Cesar.chat desktop app<\/strong>. Unlike browser extensions that rely on data scraping, Cesar.chat is a native application that securely interacts with LinkedIn\u2019s internal APIs. This approach not only ensures your account stays safe but also unlocks robust automation capabilities.<\/p>\n<p>To streamline your workflow, organize your LinkedIn conversations with <strong>custom labels<\/strong> that align with your sales stages &#8211; think labels like \u201cHot Lead,\u201d \u201cNurturing,\u201d or \u201cClient.\u201d When messages sync to your CRM, these labels will automatically categorize your conversations, keeping your CRM clean and focused on the most relevant interactions. Additionally, Cesar.chat merges your regular LinkedIn inbox with your Sales Navigator inbox, giving you a unified view for managing and automating all your messages from one place.<\/p>\n<p>By setting things up this way, you\u2019ll ensure that your conversations sync accurately, saving time and reducing the risk of manual errors.<\/p>\n<blockquote>\n<p>&quot;Cesar.chat pushes every LinkedIn conversation, label, and note straight into HubSpot &#8211; saving hours weekly while making sure no lead falls through the cracks.&quot;<\/p>\n<ul>\n<li>Cesar.chat<\/li>\n<\/ul>\n<\/blockquote>\n<h6 id=\"sbb-itb-3e8f5dc\" class=\"sb-banner\" style=\"display: none;color:transparent;\">sbb-itb-3e8f5dc<\/h6>\n<h2 id=\"how-to-automate-linkedin-dm-logging-step-by-step\" tabindex=\"-1\" class=\"sb h2-sbb-cls\">How to Automate LinkedIn DM Logging: Step-by-Step<\/h2>\n<figure>         <img decoding=\"async\" src=\"https:\/\/assets.seobotai.com\/undefined\/69f14ebdac8ee36f7cef05c2-1777427454799.jpg\" alt=\"4-Step Process to Automate LinkedIn DM Logging into Salesforce or HubSpot\" style=\"width:100%;\"><figcaption style=\"font-size: 0.85em; text-align: center; margin: 8px; padding: 0;\">\n<p style=\"margin: 0; padding: 4px;\">4-Step Process to Automate LinkedIn DM Logging into Salesforce or HubSpot<\/p>\n<\/figcaption><\/figure>\n<p>Let\u2019s walk through how to automatically sync your LinkedIn messages with your CRM, step by step.<\/p>\n<h3 id=\"step-1-organize-and-label-dms-in-cesarchat\" tabindex=\"-1\">Step 1: Organize and Label DMs in Cesar.chat<\/h3>\n<p>Before diving into automation, set up a labeling system in Cesar.chat that mirrors your sales pipeline or recruiting process. Open the Cesar.chat desktop app and assign labels like <strong>&quot;Hot Lead&quot;, &quot;Client&quot;, &quot;Networking,&quot;<\/strong> or <strong>&quot;Nurturing&quot;<\/strong> to your conversation threads. These labels will sync with your CRM as custom properties, helping you keep everything organized.<\/p>\n<p>Use <strong>snooze<\/strong> to pause inactive leads and add <strong>internal notes<\/strong> for extra context &#8211; these notes will also sync to your CRM. Once your messages are labeled and organized, you&#8217;re ready to enable CRM integration.<\/p>\n<h3 id=\"step-2-enable-crm-integrations-in-cesarchat\" tabindex=\"-1\">Step 2: Enable CRM Integrations in Cesar.chat<\/h3>\n<p>Go to Cesar.chat\u2019s integration settings and connect your HubSpot account for either real-time syncing or manual updates. If you choose <strong>automatic streaming<\/strong>, your LinkedIn activity will log in real-time. For those who prefer more control, the <strong>manual push<\/strong> option allows you to sync data on demand.<\/p>\n<p>If you&#8217;re using Salesforce, note that the native integration is still listed as &quot;Soon&quot; on Cesar.chat&#8217;s roadmap. In the meantime, you can use the <strong>live Google Sheets sync<\/strong> as a workaround. Enable this feature in Cesar.chat, which will serve as the trigger for automations in the next step.<\/p>\n<h3 id=\"step-3-set-up-zapiermakecom-workflow-for-salesforce\" tabindex=\"-1\">Step 3: Set Up <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Zapier<\/a>\/<a href=\"https:\/\/www.make.com\/en\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Make.com<\/a> Workflow for <a href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">Salesforce<\/a><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/assets.seobotai.com\/cesar.chat\/69f14ebdac8ee36f7cef05c2\/54cdccd6ea2f13b3788c913c0a3b2353.jpg\" alt=\"Zapier\" style=\"width:100%;\"><\/p>\n<p>With the Google Sheets sync active, you can build an automated workflow for Salesforce. Log into Zapier or Make.com and create a new workflow. Set the trigger to monitor new rows in your Cesar.chat Google Sheet. Then, map the data fields &#8211; like conversation text, contact name, LinkedIn profile URL, labels, and notes &#8211; to the appropriate Salesforce fields.<\/p>\n<p>You can configure the workflow to either create new Lead or Contact records if no match exists or update existing records with the latest information. Test your setup by sending a labeled message via Cesar.chat. Once the data appears in your Google Sheet and is pushed to Salesforce, activate the workflow to make it fully automated.<\/p>\n<h3 id=\"step-4-set-up-zapiermakecom-workflow-for-hubspot\" tabindex=\"-1\">Step 4: Set Up Zapier\/Make.com Workflow for <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" style=\"display: inline;\">HubSpot<\/a><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/assets.seobotai.com\/cesar.chat\/69f14ebdac8ee36f7cef05c2\/ca663b876b77233b841bfc75143e72ab.jpg\" alt=\"HubSpot\" style=\"width:100%;\"><\/p>\n<p>If you\u2019re using HubSpot\u2019s native integration, automatic streaming will handle most of the syncing for you. But if you need custom field mapping or additional triggers (like Slack notifications), Zapier can help. Use the <strong>Google Sheets trigger<\/strong>, map the data to HubSpot\u2019s fields, and test the setup. The system will automatically create new contacts if no matching LinkedIn profile is found.<\/p>\n<p>Run a test with a live message to ensure the data maps correctly in HubSpot. Once everything checks out, activate the trigger to keep your workflows running smoothly.<\/p>\n<h2 id=\"cesarchat-pricing-and-integration-features\" tabindex=\"-1\" class=\"sb h2-sbb-cls\">Cesar.chat Pricing and Integration Features<\/h2>\n<p>Cesar.chat is currently in its early access phase, offering the first 1,000 users full access to all features &#8211; no credit card required. This early access opportunity makes it an appealing choice before structured pricing rolls out.<\/p>\n<p>When the early access period ends, the pricing tiers will include the following options:<\/p>\n<ul>\n<li><strong>Basic Plan<\/strong>: $24\/month, featuring unlimited labels, snippets, reminders, and voice notes. However, this plan doesn\u2019t include CRM integrations.<\/li>\n<li><strong>Business Plan<\/strong>: $32\/month, which adds up to three integrations and introduces AI analytics that scores leads on a scale of 0\u2013100.<\/li>\n<li><strong>Enterprise Plan<\/strong>: $40\/month, offering unlimited integrations, white-glove setup, and VIP support.<\/li>\n<\/ul>\n<p>Currently, integrations with HubSpot and Google Sheets are available, with Salesforce support marked as &quot;coming soon&quot;. In the meantime, users can utilize a Google Sheets workaround via Zapier or Make.com. Keep in mind that Salesforce integrations typically require either the Enterprise edition (approximately $150\/user\/month) or the Professional edition with an API add-on to enable third-party connections.<\/p>\n<p>These plans aim to provide flexible integration options, enhancing LinkedIn DM automation workflows. Below is a comparison table to help you quickly assess the key features of each plan.<\/p>\n<h3 id=\"plan-comparison-table\" tabindex=\"-1\">Plan Comparison Table<\/h3>\n<table style=\"width:100%;\">\n<thead>\n<tr>\n<th>Feature<\/th>\n<th>Basic ($24\/mo)<\/th>\n<th>Business ($32\/mo)<\/th>\n<th>Enterprise ($40\/mo)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Labels &amp; Snippets<\/strong><\/td>\n<td>Unlimited<\/td>\n<td>Unlimited<\/td>\n<td>Unlimited<\/td>\n<\/tr>\n<tr>\n<td><strong>Reminders &amp; Snooze<\/strong><\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td><strong>Voice Notes<\/strong><\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td><strong>CRM Integrations<\/strong><\/td>\n<td>None<\/td>\n<td>Up to 3<\/td>\n<td>Unlimited<\/td>\n<\/tr>\n<tr>\n<td><strong>Sales Navigator Support<\/strong><\/td>\n<td>\u2717<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td><strong>AI Analytics<\/strong><\/td>\n<td>\u2717<\/td>\n<td>\u2713<\/td>\n<td>\u2713<\/td>\n<\/tr>\n<tr>\n<td><strong>Support<\/strong><\/td>\n<td>Standard<\/td>\n<td>Standard<\/td>\n<td>VIP + White-glove setup<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For those who opt for annual billing, a 20% discount is available across all plans. The Business plan, in particular, offers a balanced mix of features and affordability, making it a strong choice for sales and recruiting professionals.<\/p>\n<h2 id=\"wrapping-it-up\" tabindex=\"-1\" class=\"sb h2-sbb-cls\">Wrapping It Up<\/h2>\n<p>Manually logging LinkedIn interactions eats up valuable time &#8211; time that could be better spent building meaningful relationships. With <strong>Cesar.chat<\/strong>, you can ditch the tedious copy-pasting and let automation handle real-time activity capture in Salesforce or HubSpot. This saves over <strong>5 hours a week<\/strong> on data entry. Plus, the seamless integration ensures that every LinkedIn message strengthens your sales pipeline.<\/p>\n<p>The beauty of automation is how it provides a clear, unified view of all your prospect interactions. By syncing LinkedIn messages with emails and calls, you get a full picture of every touchpoint. Custom labels further simplify this by automatically segmenting and updating your CRM, making it easier to manage and access the latest engagement data.<\/p>\n<p>If you&#8217;re ready to give it a try, early access is currently <strong>free for the first 1,000 users<\/strong>. Once you set up your workflows &#8211; either through Cesar.chat&#8217;s native integrations or tools like Zapier\/Make.com &#8211; your CRM updates itself in real time, with zero manual effort. For teams looking for more, the <strong>Business plan<\/strong> at <strong>$32\/month<\/strong> includes up to three integrations and AI-powered lead scoring.<\/p>\n<h3 id=\"highlights-to-remember\" tabindex=\"-1\">Highlights to Remember<\/h3>\n<p>Automating LinkedIn DM logging can completely reshape how you work. It eliminates manual data entry, ensures your records are accurate, and helps you stay on top of every opportunity with smart reminders and a tidy inbox. Whether you&#8217;re juggling a handful of prospects or managing thousands, this approach keeps your CRM organized and ensures no conversation &#8211; or follow-up &#8211; slips through the cracks.<\/p>\n<h2 id=\"faqs\" tabindex=\"-1\" class=\"sb h2-sbb-cls\">FAQs<\/h2>\n<h3 id=\"will-syncing-linkedin-dms-put-my-linkedin-account-at-risk\" tabindex=\"-1\" data-faq-q>Will syncing LinkedIn DMs put my LinkedIn account at risk?<\/h3>\n<p>Syncing LinkedIn DMs to your CRM, such as Salesforce or HubSpot, can be streamlined using tools like <strong>Cesar.chat<\/strong>. This automation eliminates the need for manual data entry, saving time and increasing productivity. When implemented correctly and in line with integration best practices, this process does not compromise the safety of your LinkedIn account.<\/p>\n<h3 id=\"what-fields-should-i-map-from-linkedin-dms-into-salesforce-or-hubspot\" tabindex=\"-1\" data-faq-q>What fields should I map from LinkedIn DMs into Salesforce or HubSpot?<\/h3>\n<p>When integrating LinkedIn DMs into Salesforce or HubSpot, it\u2019s crucial to capture and organize essential details to keep your tracking efficient. Here are some key fields to focus on:<\/p>\n<ul>\n<li><strong>LinkedIn profile URL<\/strong>: A direct link to the contact\u2019s profile for quick access.<\/li>\n<li><strong>Contact name and company<\/strong>: Basic information to identify the person and their professional background.<\/li>\n<li><strong>Message content or notes<\/strong>: Include the conversation or any relevant insights from the exchange.<\/li>\n<li><strong>Labels or tags<\/strong>: Use these to categorize or prioritize contacts for better organization.<\/li>\n<li><strong>Engagement data<\/strong>: If available, track metrics like impressions, clicks, or responses to measure interaction levels.<\/li>\n<\/ul>\n<p>By mapping these details correctly, you\u2019ll create a smooth CRM integration process and make follow-ups more efficient.<\/p>\n<h3 id=\"how-do-i-avoid-duplicate-leads-when-conversations-sync-to-my-crm\" tabindex=\"-1\" data-faq-q>How do I avoid duplicate leads when conversations sync to my CRM?<\/h3>\n<p>To keep your CRM free of duplicate leads when syncing conversations, leverage tools that recognize existing contacts and prevent multiple entries. For instance, Cesar.chat\u2019s built-in HubSpot integration seamlessly logs LinkedIn DMs, notes, and labels directly into your CRM, ensuring your records stay organized. You can also configure your CRM to match contacts using unique identifiers, such as email addresses or LinkedIn profile URLs, for precise data management.<\/p>\n<h2>Related Blog Posts<\/h2>\n<ul>\n<li><a href=\"\/blog\/sync-linkedin-with-crm\" style=\"display: inline;\">How to Sync LinkedIn with Your CRM in 5 Minutes<\/a><\/li>\n<li><a href=\"\/blog\/candidate-messaging-manage-linkedin-teams\" style=\"display: inline;\">How Teams Manage Candidate Messaging on LinkedIn<\/a><\/li>\n<li><a href=\"\/blog\/linkedin-response-tracking-who-replied-who-didnt\" style=\"display: inline;\">LinkedIn Response Tracking: Who Replied &#038; Who Didn\u2019t<\/a><\/li>\n<li><a href=\"\/blog\/sync-linkedin-dms-with-crm-step-by-step\" style=\"display: inline;\">How to Sync LinkedIn DMs with Your CRM (Step-by-Step)<\/a><\/li>\n<\/ul>\n<p><script async type=\"text\/javascript\" src=\"https:\/\/app.seobotai.com\/banner\/banner.js?id=69f14ebdac8ee36f7cef05c2\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sync LinkedIn DMs into Salesforce or HubSpot with Cesar.chat and Zapier\/Make for real-time CRM logging and less manual entry.<\/p>\n","protected":false},"author":1,"featured_media":178,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-179","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-posts"],"_links":{"self":[{"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/posts\/179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/comments?post=179"}],"version-history":[{"count":0,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/posts\/179\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/media\/178"}],"wp:attachment":[{"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/media?parent=179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/categories?post=179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cesar.chat\/blog\/wp-json\/wp\/v2\/tags?post=179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}