Implement LinkedIn CRM Connect for Eightfold
Link your Eightfold account with LinkedIn Recruiter to seamlessly integrate data from your CRM and LinkedIn Recruiter, making your hiring process more efficient.
Before you begin
These are the requirements to enable LinkedIn CRM Connect in Eightfold:
- Ensure that you have an admin account in LinkedIn Recruiter and Eightfold. You must have a Hiring Project Creator license with admin permission in Recruiter. See Available license and permission types in Recruiter for more information about permissions.
- Remember your Recruiter dashboard name and contract ID. To find your dashboard name and ID, move your cursor over the profile photo on your Recruiter homepage.
- Use a supported internet browser, such as Microsoft Edge, Firefox, or Chrome. Also, an incognito or private browser window.
- Disable any settings that block third-party cookies or cross-site tracking.
- If you have multiple contracts, you must perform these steps individually for each contract.
Configure enhanced controls for candidate data sync (Required)
To meet regulatory or internal policy constraints, you must configure country-level data controls before connecting your LinkedIn Recruiter account to CRM Connect. These controls determine which countries' candidate data are permitted to sync with LinkedIn.
Note: These properties need to be set-up before connecting your LinkedIn Recruiter account to LinkedIn CRM Connect. If you connect without setting these controls, all candidates' profiles are synced with LinkedIn by default. The controls apply only to candidate profiles added to the Talent Network after these properties are set up.
Configuration
- Navigate to Admin Console > Talent Acquisition > LinkedIn CRM.
- Access the LinkedIn integration configuration.
- Configure location restrictions using two mutually exclusive properties: Excluded countries and Included countries.
- Specify countries using ISO Codes (Alpha-2 codes, for example - US, IN, UK). The system rejects full country names or invalid codes (for example, 'USA').
- You cannot configure both
Excluded countriesandIncluded countriessimultaneously. If you attempt to save the configuration with both fields populated, the system will prevent saving and display an error message. - If both fields are left empty, the system defaults to allowing all countries to sync.
Sync and restriction rules
The following rules dictate whether a candidate profile syncs with LinkedIn:
| Configuration | Behavior and precedence |
| Excluded countries | If any of the candidate’s locations match a country in this list, the profile is immediately excluded from syncing to LinkedIn. This list takes precedence over included countries. If a profile is excluded, the LinkedIn tab in Eightfold will display a restriction message. |
| Included countries | If this field contains values, only candidates from the specified countries (minus any countries in the excluded list) will be synced. Candidates from all other countries will be restricted from sync. |
| No location data | If a candidate profile has no location information (empty or null location fields), it is synced with LinkedIn by default (permissive approach), as the system treats an unknown location as an allowed location. |
Handling location changes and duplicates
- Location change: If a candidate's location changes from an allowed country to an excluded country (for example, from India to the US), the LinkedIn sync should stop immediately. Any existing LinkedIn data in Eightfold will remain visible, but no new updates will sync from Eightfold to LinkedIn.
-
Duplicate profile priority: The sync decision is based on the claimed (canonical) profile's location:
- If a claimed profile (Employee or PCS profile) exists, only its location determines the sync decision; the locations of any unclaimed duplicate profiles are ignored.
- If no claimed profile exists, the system evaluates the locations across all unclaimed duplicate profiles. If even one of those unclaimed profiles contains an excluded location, the entire sync is blocked.
- Exporting excluded candidates: If you export a candidate profile from LinkedIn Recruiter that has an excluded location, the export will complete successfully, and the basic profile will be created in Eightfold. However, the LinkedIn tab in the Eightfold profile will immediately show the exclusion message, and no ongoing bidirectional sync will occur.
Activate CRM Connect
To activate CRM Connect in Eightfold, follow the steps described in the next section.
Activate for Sandbox instance
- Within the Admin Console, navigate to Product Setup > Talent Acquisition.
- Click Customize.
- Toggle Enable LinkedIn CRM Connect.
- Navigate to Integration > LinkedIn CRM Connect.
- You are directed to the LinkedIn Integration onboarding widget. Make sure you are signed in to your LinkedIn Recruiter account.
Activate for Production instance
- Within the Admin Console, navigate to Quick Setup > Talent Acquisition > Enable CRM Connect and turn on the Enable LinkedIn CRM Connect toggle switch.
- Navigate to Integration > LinkedIn CRM Connect.
- You are directed to the LinkedIn Integration onboarding widget. Make sure you are signed in to your LinkedIn Recruiter account.
Enable CRM Connect
To enable CRM Connect, follow these steps:
- In the LinkedIn Integrations widget, ensure that you have selected the appropriate LinkedIn Recruiter contract.
- The LinkedIn Integration widget displays a list of available integrations. Click Choose integrations to enable the selection of available integrations.
- Select CRM Connect and click Save changes.
A message is displayed indicating that the activation is pending. Once completed, you will see a message indicating that CRM Connect has been activated for the current contract.
To test the CRM Connect in your sandbox environment, refer LinkedIn CRM Connect testing overview.