How do we prevent LinkedIn tasks from syncing?

Created by Mike Le, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

You do not want the LinkedIn tasks to sync back to your CRM.

Applies To

  • Admin
  • CRM configuration
  • LinkedIn tasks

Procedure

  1. Click on the cogwheel in the bottom left to go to the administration settings page
  2. On the left side, click on CRM under the Integrations section
  3. Click on the Task <> Task object
  4. Scroll down and go to the create a task conditions section
  5. 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:

Administration - Outreach 2023-08-08 at 1.22.28 PM

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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