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Integrations

Clarify

The Clarify integration requires a Kondo Business plan and a Clarify workspace where you have an Admin role.

Overview

The Kondo <> Clarify integration allows you to

  • Sync DMs to the contact activity feed as a single aggregated comment on the matching Clarify person
  • Sync fields from Kondo such as labels, notes, and URL to Clarify contact properties (kondo_*)
  • Add links to Clarify and other Clarify fields to the Kondo side panel

Configuration

  1. To connect Kondo to Clarify, go to Settings -> Integrations -> Clarify or click this link to connect and authenticate with a Clarify admin account
  2. Configure mapping for Kondo -> Clarify
Configure Clarify Kondo to Clarify
    • Toggle 'Enable sync to Clarify' to turn the sync on.
    • Records in Kondo are matched to Clarify contacts by Profile URL (Kondo's "Profile URL" maps to Clarify's "LinkedIn" field).
    • Toggle 'Create contacts if not found' to create a new Clarify person when no Profile URL match exists.
    • Toggle 'Sync messages' to add DMs to the Clarify activity feed. If you leave this toggled off, only fields will sync.
      • Note on message syncing:
        • DM chats sync as a single read-only comment headed LinkedIn conversation with [handle] (Synced by Kondo, read-only) containing the full chat history. Each message is timestamped in the format [YYYY-MM-DD HH:MM AM/PM] Sender Name: message body
        • When new messages arrive on a previously-synced chat, the existing comment updates in place and the contact moves to the top of the activity feed
    • Set 'Sync frequency'. We recommend starting with Manual only until you're comfortable with what lands in Clarify.
      • Auto-sync labeled โ€” only chats that have at least one Kondo label push automatically; unlabelled chats never sync
      • Auto-sync all โ€” every Kondo chat pushes automatically, including new ones as they start
      • Manual only โ€” sync runs only when you click โšก Sync chat history on a chat
    • Default Kondo -> Clarify field mappings are locked: Kondo Ref โ†’ kondo_profile_urn, Kondo URL โ†’ kondo_url, Notes โ†’ kondo_note, Labels โ†’ kondo_labels. These kondo_* fields are auto-created on your Clarify contacts the first time the integration syncs, along with a Kondo Comment ID field.
    • Edit optional field mapping below to map additional Kondo properties to Clarify fields. Headline and Profile Picture map to Clarify's Description and Avatar by default; other fields (first name, last name, profile handle, latest message time, connected at, connected by, location, synced by email) default to unmapped. Clarify's enrichment fills name, company, and title once it has the profile URL, so most workspaces leave name fields unmapped.
  1. Configure fields to pull from Clarify -> Kondo
Configure Clarify Clarify to Kondo
    • Switch to the Clarify โ†’ Kondo tab at the top of the Configure Clarify screen.
    • Toggle Enable CRM lookup (on by default) to surface matching Clarify contact data in the Kondo side panel. With it off, no Clarify data appears in Kondo.
    • Records are matched the same way in this direction: Clarify's LinkedIn field is matched to Kondo's Profile URL.
    • Under Fields to display in Kondo, click + Add a Clarify field to pull additional Clarify person fields into the Kondo side panel. No additional fields are configured by default โ€” the side panel just shows a link to the matched Clarify contact until you add fields here.

Syncing a chat

  • Manual โ€” Open the chat in Kondo and click โšก Sync chat history at the top right. Once the contact is added to the CRM, an Open in CRM link appears in the right side panel that takes you to the matched contact in Clarify.
  • Auto-sync labeled โ€” Apply any Kondo label to the chat. As long as sync frequency is set to Auto-sync labeled, every labelled chat pushes automatically; unlabelled ones are skipped.
  • Auto-sync all โ€” Set sync frequency to Auto-sync all and every Kondo chat pushes automatically.

Things to know

  • Synced comments are visible to anyone with access to the Clarify contact record. Email and meeting permission controls don't extend to comments today.
  • Synced comments are read-only inside Clarify. To edit or delete, make the change in Kondo and re-sync โ€” the comment can't be modified directly in Clarify.