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, sync to update the CRM record with the latest info from Wiza.
With a supported sequencing connection, you can also add the person to a sequence or cadence from the extension.
Manual Matching
In case the automatic match isn’t quite right, you have full control to manually link or unlink a CRM contact from the LinkedIn profile.
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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