# LinkedIn with Voyager

> Add LinkedIn people and companies to Clockwork CRM in a click, and log conversations to their timeline.

Source: https://help.clockworkcrm.com/contacts/voyager
Last updated: 2026-10-09

Clockwork CRM Voyager is a browser extension for LinkedIn. It adds LinkedIn people and companies to
Clockwork CRM, shows the matching Clockwork CRM record while you browse LinkedIn, and saves LinkedIn
conversations against the person you had them with.

Voyager works in Google Chrome and Microsoft Edge, and in Mozilla Firefox 140 or later. You need a
Clockwork CRM login and to be signed in to LinkedIn in the same browser.

| Browser | Get Voyager |
|---|---|
| Google Chrome | [Chrome Web Store](https://chromewebstore.google.com/detail/clockwork-crm-voyager/kddedmcopcfhgcomdglnejckpgahpknk) |
| Mozilla Firefox | [Firefox Add-ons](https://addons.mozilla.org/en-GB/firefox/addon/clockwork-crm-voyager/) |
| Microsoft Edge | [Edge Add-ons](https://microsoftedge.microsoft.com/addons/detail/clockwork-crm-voyager/agcnpmnnaniepnjndlheoojneiakemlh) |

## Setting it up

1. Install Clockwork CRM Voyager from your browser's extension store, using the links above.
2. Select the Voyager icon in the browser toolbar to open its window.
3. Type your Clockwork CRM subdomain into the box. This is the part before `.clockworkcrm.com` in your
   Clockwork CRM address.
4. Select **Connect instance**. A Clockwork CRM sign-in window opens. Sign in if you are asked to.
5. Clockwork CRM shows the **Authorise Clockwork CRM Voyager** page, listing the permissions Voyager
   is asking for. Untick any you do not want to give, then select **Authorise**. **Deny** cancels the
   connection.

Permissions your role does not allow you to grant are listed under **Requested but not grantable by
you** and are left out. If your role allows none of them, **Authorise** cannot be selected and you
need an administrator to change your permissions. See [Teams and permissions](https://help.clockworkcrm.com/admin/teams).

Voyager asks for these permissions:

| Permission | What Voyager uses it for |
|---|---|
| **Read General Person Information** and **Write General Person Information** | Finding, adding and updating people, and adding its LinkedIn fields to people |
| **Read Person Notes** and **Write Person Notes** | Showing a person's latest note, and saving LinkedIn messages against the person |
| **Read Person Timeline** | Reading a person's timeline. Voyager does not currently use it |
| **Read General Company Information** and **Write General Company Information** | Finding, adding and updating companies, linking people to them, and adding its LinkedIn fields to companies |
| **Read Company Notes** and **Write Company Notes** | Showing a company's latest note |
| **Read Users** | Showing the picture of a user chosen in a User custom property |
| **Read Tags** and **Write Tags** | Tagging the records it creates |
| **Trigger Automations**, **Read Calendar Activities**, **Write Calendar Activities** and **Send Email (Uses Credits)** | Letting automations that run when a contact is added do their work |

Once connected, Voyager is listed on the **Connected Apps** tab of your profile, where **Revoke**
disconnects it. See [Your profile](https://help.clockworkcrm.com/general/profile#connected-apps).

## The Voyager window

The toolbar window lists the Clockwork CRM instances you have connected, and holds Voyager's
settings.

| Control | What it does |
|---|---|
| Instance row | One row for each connected subdomain. A green dot means it is connected, a red dot means you need to sign in again. The active instance is outlined |
| **Use** | Makes that instance the active one. Voyager adds and looks up records in the active instance only |
| **Connect** | Shown on an instance that is no longer connected. Opens the sign-in again |
| **✕** (Remove) | Removes the instance from Voyager. If it was the active instance, another connected instance becomes active |
| Subdomain box and **Connect instance** | Connects another instance |
| **Sync on view** | See [Automatic syncing](https://help.clockworkcrm.com/contacts/voyager#automatic-syncing) |
| **Live sync messages** | See [Automatic syncing](https://help.clockworkcrm.com/contacts/voyager#automatic-syncing) |

The first instance you connect becomes the active one. When the active instance has its own brand
colours, the Voyager window and side panel use them. See [Branding](https://help.clockworkcrm.com/admin/branding).

A connection stays signed in while you use it. After 30 days without use, the instance shows as
disconnected and you need to select **Connect** to sign in again.

## The Clockwork CRM card on LinkedIn

On a LinkedIn person page, company page or school page, Voyager adds a Clockwork CRM card below the
top section of the page.

When the person or company is not in Clockwork CRM, the card says **Not in your CRM** and has an
**Add to Clockwork CRM** button (**Add company** on a company page).

When they are already in Clockwork CRM, the card says **In Clockwork CRM** and shows:

| Item | What it shows |
|---|---|
| Name | The record's name, with the person's title in front of it. Selecting it opens the record in Clockwork CRM |
| Role | A person's job role, or a company's business type |
| **Works at** | The companies the person is linked to, each opening its company record |
| Contact details | For a person: **Phone**, **Mobile**, **Work email**, **Work phone** and **Work mobile**. For a company: **Website**, **Phone**, **Email** and **Reg. number**. Only fields with a value are shown |
| Custom properties | Each custom property with a value. Phone, email and web address properties are links, and User, Person and Company properties show the chosen record's picture |
| Tags | The record's tags, in their tag colours |
| **Latest note** | The date, title and first 160 characters of the newest note |

The button on a record that already exists is **Re-sync**, which updates the record from LinkedIn.
While a request is running the button shows **Saving…**, then **Added ✓** or **Updated ✓**.

## Adding people and companies

1. Open the person's or company's page on LinkedIn.
2. Select **Add to Clockwork CRM** (or **Add company**) on the Clockwork CRM card.

Voyager first looks for an existing record (see [How Voyager finds existing records](https://help.clockworkcrm.com/contacts/voyager#how-voyager-finds-existing-records)).
If it finds one, it updates that record. If not, it creates a new one.

For a person, Voyager saves:

| Clockwork CRM field | Value from LinkedIn |
|---|---|
| First name and surname | The person's name |
| Job role | Their current job title, or their LinkedIn headline when there is no current job |
| Photo | Their profile photo |
| **LinkedIn** | The address of their LinkedIn profile |
| **LinkedIn Member URN** | LinkedIn's permanent ID for the person |
| Works for | Each company they currently work for, with their job title there |

Each current employer is found or added as a company in the same way as adding a company, and the
person is linked to it.

For a company, Voyager saves:

| Clockwork CRM field | Value from LinkedIn |
|---|---|
| Name | The company name |
| Website | The website on the company's LinkedIn page |
| Logo | The company logo |
| **LinkedIn** | The address of the company's LinkedIn page |
| **LinkedIn Company URN** | LinkedIn's permanent ID for the company |

People and companies that Voyager creates are tagged **LinkedIn**.

**Re-sync** on an existing person updates their first name, surname and job role, replaces their
photo, fills in the **LinkedIn Member URN** and links them to their current employers. On an
existing company it fills in the **LinkedIn Company URN** and replaces the logo. Other fields you
have entered in Clockwork CRM are not changed.

Voyager cannot add a person or company when it cannot read their name from the page.

### The LinkedIn fields

The first time Voyager adds or updates a record, it creates the custom properties it needs if they
do not already exist, in a property group named **General**:

| Property | Type | API Name | Contact type |
|---|---|---|---|
| **LinkedIn** | Url | `person_linkedin_profile` | People |
| **LinkedIn Member URN** | Text | `linkedin_profile_urn` | People |
| **LinkedIn** | Url | `company_linkedin_profile` | Companies |
| **LinkedIn Company URN** | Text | `linkedin_company_urn` | Companies |

If you already have a property with "LinkedIn" in its name or API Name, Voyager uses that one for
the LinkedIn address instead of creating a new one. See [Custom properties](https://help.clockworkcrm.com/general/custom-properties).

### How Voyager finds existing records

Voyager looks for an existing person in this order, and uses the first match:

1. The **LinkedIn Member URN** property matches the person's LinkedIn ID.
2. The **LinkedIn** property matches the address of their LinkedIn profile.

It looks for an existing company in this order:

1. The **LinkedIn Company URN** property matches the company's LinkedIn ID.
2. The **LinkedIn** property matches the address of the company's LinkedIn page.
3. The **Website** matches the website on the company's LinkedIn page.
4. The company **Name** matches exactly.

A person you added another way is matched when their **LinkedIn** property holds their LinkedIn
profile address. Otherwise Voyager adds a new person, which you can merge with the existing one. See
[Finding and merging duplicates](https://help.clockworkcrm.com/contacts/duplicates).

## Logging conversations

Voyager saves the messages in a one-to-one LinkedIn conversation against the person you had it with.
Group conversations are not saved, and show **Group conversations aren't synced**.

To log a conversation you have open:

1. Open the conversation in LinkedIn messaging. Voyager adds a Clockwork CRM bar above the
   conversation and another below the message box, showing **Conversation with** and the person's
   name.
2. Select **Log to Clockwork CRM**. The button shows **Logging…**, then **Logged ✓**.

To log a conversation from the person's profile page, without opening it: when Voyager has picked up
at least two messages with that person, the Clockwork CRM card shows the number of messages
captured and a **Log conversation** button.

Logging a conversation also adds the person to Clockwork CRM if they are not there yet, in the same
way as **Add to Clockwork CRM**, or updates them if they are.

Each message is saved with its text, who sent it and when, and whether it was sent or received.
Messages with no text are left out. Logging the same conversation again saves only the messages that
were not saved before.

### Where logged messages appear

- The **LinkedIn** tab of the person's record lists their messages. The tiles at the top count the
  **Messages**, those **Sent** and **Received**, and when the **Last contact** was. **Search
  messages** finds messages by their text, **Both**, **Sent** and **Received** choose which
  messages to show, and **From** and **To** limit the dates. When more than one user has logged
  conversations with the person, **Synced by** shows one user's messages or **Everyone**'s, with
  the number of messages for each. It opens on your own conversation, or on the latest one if you
  have none. **Load older messages** fetches older ones.
- The person's **Timeline** shows each message as a **LinkedIn** entry.
- A company's **Timeline** shows the LinkedIn messages of the people linked to it. The **LinkedIn**
  tab on a company does not list messages.

See [People](https://help.clockworkcrm.com/contacts/people#the-timeline).

## Automatic syncing

Both settings are in the Voyager window and are off until you turn them on. Neither creates new
people or companies: they only update records that are already in Clockwork CRM.

| Setting | What it does when on |
|---|---|
| **Sync on view** | When you open the LinkedIn page of a person or company that is already in Clockwork CRM, Voyager re-syncs the record as if you had selected **Re-sync**. The card shows **Syncing…** while it runs. When you open a one-to-one conversation with someone already in Clockwork CRM, Voyager logs it, and logs it again when more messages have loaded |
| **Live sync messages** | Every minute, Voyager checks your LinkedIn inbox for conversations with new messages. For one-to-one conversations with people already in the active instance, it saves the messages. Only conversations with activity after you turned the setting on are checked. This runs while your browser is open, without the conversation or LinkedIn being on screen |

## The side panel

Voyager also has a side panel, opened from your browser's side panel (the sidebar in Firefox). It
shows the same information as the card for the LinkedIn page open in the current tab, with the
active instance's subdomain at the top.

| Page open in LinkedIn | What the side panel shows |
|---|---|
| A person or company page | The record's details, tags and latest note, or **Not in your CRM**, with **Add to Clockwork CRM**, **Add company to Clockwork CRM** or **Re-sync** |
| A conversation | **Conversation with** and the person's name, and **Log conversation** |
| Any other page | **Open a profile or company to see its Clockwork CRM context.** |
| No instance connected | **Not connected** and **Connect Clockwork CRM**, which opens the Voyager window |

## Privacy

Voyager sends data only to your own Clockwork CRM instance. It reads LinkedIn through your own
signed-in LinkedIn session, so it sees only what you can already see. Your Clockwork CRM sign-in and
Voyager's settings are stored in your browser.

## Related

- [People](https://help.clockworkcrm.com/contacts/people), and the LinkedIn tab on each record
- [Companies](https://help.clockworkcrm.com/contacts/companies)
- [Custom properties](https://help.clockworkcrm.com/general/custom-properties), where the LinkedIn fields are listed
- [Your profile](https://help.clockworkcrm.com/general/profile#connected-apps), to revoke Voyager's access