CRM Contact Recognition
When viewing a LinkedIn profile, the Wiza Extension checks for matching records in your connected CRM. Available actions depend on the integration you use.
If there’s a match, contact details from your CRM will be shown right within the extension.
Add or Update Contacts
You can add profiles as new contacts directly from the extension.
If the contact already exists, select Sync Contact to update the CRM record. When Wiza shows Synced to for that record, select Sync again to send another update.
With a supported sequencing connection, select Add to Sequence or Add to Cadence. When Wiza shows the completed action and its name, select Add again to open the selection again.
Manual Matching
Open the CRM actions menu beside the matched record and select Unlink/Relink Contact to change the match. The same menu lets you view the record in your CRM, sync it, or add it to a supported sequence or cadence.
Check CRM matches in the side panel
Open the Wiza side panel from a supported LinkedIn profile to check for matching CRM records.
Wiza no longer places CRM match icons beside profiles in LinkedIn search results or recommendations.
Supported connections
The extension supports contact actions for HubSpot, Salesforce, Outreach, Salesloft, Zoho CRM, Pipedrive, and Attio. You can also send contacts through connected Zapier or Clay workflows.
The exact record types and actions available depend on your connection.
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