Objective
You do not want the LinkedIn tasks to sync back to your CRM.
Applies To
- Admin
- CRM configuration
- LinkedIn tasks
Procedure
- Click on the cogwheel in the bottom left to go to the administration settings page
- On the left side, click on CRM under the Integrations section
- Click on the Task <> Task object
- Scroll down and go to the create a task conditions section
- Add the below values separately, or only add the ones you don't want to sync
linkedin_view_profile
linkedin_send_connection_request
linkedin_send_message
linkedin_interact_with_post
linkedin_other
It should look like this once you're done:
With the above screenshot, this configuration means sms, email, call, and those 5 linked in tasks will no longer sync back to your CRM.
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