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Lead Profile and LinkedIn Import

The Chrome extension lets you annotate leads with contextual information and import contacts from LinkedIn — both with automatic account resolution.

Lead Profile (View and Annotate Leads)​

The Lead Profile tab lets you view and update a lead's profile attributes directly from the side panel while browsing any page where a lead has been identified. Sales reps and marketing ops can capture deal stage, plan interest, or meeting notes without switching to the kenbun dashboard.

Profile updates are silent — they do not create events on the lead's activity timeline. This keeps profile annotations separate from behavioral engagement data like page views and clicks.

How It Works​

  1. Navigate to a page where a lead has been identified (a DOM scraper captures their email)
  2. Open the side panel and select the Lead Profile tab
  3. The extension auto-detects the lead's email from the DOM scraper data and looks up their profile
  4. Current Attributes displays all existing metadata for the lead
  5. Under Update Attributes, enter key-value pairs to add or update
  6. Click Save Attributes

The attributes you save are immediately merged into the lead's metadata. Existing attributes not included in your update are preserved unchanged.

Manual Email Lookup​

If no lead is automatically detected on the page — for example, if no DOM scraper is configured for email extraction — the extension shows a manual input field. Enter the lead's email and click Look Up Lead to load their profile.

Attribute Key Rules​

Attribute keys must follow these rules:

  • 1 to 64 characters long
  • May contain letters, digits, underscores (_), dashes (-), dots (.), or spaces
  • Keys that do not meet these rules are rejected

Tips​

  • Pair with DOM scrapers: Set up a DOM scraper for user.email (or your app's equivalent) so the Lead Profile tab auto-detects leads without manual lookup
  • Use consistent key names: Agree on standard attribute keys with your team (e.g., quote_step, interest_level, plan_tier) so attributes are easy to filter and report on
  • Profile scoring: If you have profile scoring rules mapped to metadata fields, updating attributes here can trigger score recalculation

LinkedIn Import: Automatic Account Resolution​

When you import contacts from LinkedIn — either a single profile or a batch from search results — the extension automatically resolves each contact's company to an existing kenbun account or creates a new one. This keeps leads properly linked to accounts without manual data entry.

How Account Resolution Works​

The extension follows a three-step process to match the imported company name to the right account:

  1. Exact match: Checks if an account already exists with the exact company name. If found, the lead is linked immediately.
  2. Fuzzy match: If no exact match, searches for accounts with similar names (e.g., "Salesforce" vs. "Salesforce LLC"). What happens next depends on the import method:
    • Single contact import: An inline prompt appears with the closest matches and confidence percentages. You choose to link to an existing account, create a new one, or skip account linking.
    • Batch import: Matches at 85% confidence or higher are linked automatically. Below that threshold, a new account is created.
  3. Create new: If no matches are found at all, a new account is created with the imported company name.

Single Contact Import (Interactive)​

When adding a single contact from a LinkedIn profile page, the extension may show an account matching prompt if it finds similar but not identical company names:

  • Each option shows the existing account name and a match percentage
  • Click an account name to link the contact to that account
  • Click Create "[Company Name]" to create a new account instead
  • Click Skip account linking to add the contact without an account

After resolution, the confirmation message tells you which account the contact was linked to (e.g., "Contact added and linked to Acme Corporation").

Batch Import (Automated)​

When importing multiple contacts from LinkedIn search results, account resolution runs automatically without prompts:

  • Matches at 85% or higher are linked to the existing account automatically
  • Below that threshold, a new account is created
  • A brief notification confirms when an existing account match is used (e.g., "Linked to existing account: Acme Corporation")

This higher threshold for automated linking prevents incorrect matches during bulk operations where you cannot review each one.

Tips​

  • Review batch imports: After a batch import, check the Accounts page for any near-duplicate accounts that may need merging
  • Consistent naming: If your LinkedIn search targets a specific company, the batch importer uses the search company name for all contacts, improving match accuracy
  • Account deduplication: If duplicate accounts are created, you can merge them from the account detail page in the kenbun dashboard

Troubleshooting​

LinkedIn import creates duplicate accounts

Cause: Company name variations across LinkedIn profiles (e.g., "Acme Corp" on one profile and "Acme Corporation" on another) may fall below the fuzzy match threshold.

Solution:

  • After batch imports, review the Accounts page for near-duplicates
  • Merge duplicate accounts from the account detail page
  • For single contact imports, use the account matching prompt to select the correct existing account instead of creating a new one