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Send Message to all Contacts searched in a Company (Salesforce)

Christine Espiritu
Christine Espiritu
  • Updated

 

How to use Send Linkedin Message workflow

 

NOTE:

  • To use the extension in Salesforce, ensure Salesforce has been connected to the LeadGenius Dashboard.
  • Ensure that you are logged in to LinkedIn

 

1. Start by making sure that the Salesforce Integration toggle is turned on in your LeadGenius Dashboard by going to Settings > Extension > Organize Stream.

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2. 'Send Message' to all contacts stream is available on both account and contact. 

  • If you want to message a contact directly, you can go to a contact page in SFDC.
  • If you want to search for specific job roles in a company, navigate to an account page in SFDC.

3. Click on the Extension bubble that appears at the bottom right of the page click Find New Contacts and then Run Stream.

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4. A panel on the right-hand side of the screen will display the search results. You can select specific contacts from the listed results. Once you've made your selections, click on Send Message. A new window will appear, showing a preview of the message you're about to send. When you're ready to send it, click on Run Stream.

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