Sometimes people inside your CRM share the same name, or for some reason, Surfe did not find this LinkedIn contact in your CRM.
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When this happens, Surfe uses the LinkedIn URL property (if present) inside your CRM to identify the correct corresponding profile on LinkedIn.

However, if the LinkedIn URL is not present in your database, it will be hard for Surfe to match the correct profiles.

If this happens, you can always edit the link of a contact, lead, or account to the correct CRM profile.

Keep reading to learn how to correctly map or update fields, to make sure your data doesn’t get messy.
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Follow these steps to edit the match between a Linkedin profile and CRM record

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RELINK: If the LinkedIn contact is connected to the wrong CRM contact and you wish to edit it:

1. Go to your target profile on LinkedIn.
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2. Click on the Relink Record highlighted below.

3. From the pop-up, select which CRM record you would like to Link the LinkedIn profile to.
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4. Choose the correct lead.
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UNLINK: If you need to unlink the person you can do that from here
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1. Click on the Relink Record highlighted below.
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2. Click on Unlink the contact
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3. Your contact will be unlinked automatically
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​If the LinkedIn contact is not connected to the CRM and you know it’s there and you want to connect it manually:
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1. Go to your target profile on LinkedIn
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2. Click on the “Link record” option
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3. A pop-up will appear, where you can select which CRM record you’d like to link the LinkedIn profile to.
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4. Now select the correct person to be linked to the CRM record and click on Link contact to this record.