How to Get Started With Finzy: A Step-by-Step Guide


Finzy is the ultimate LinkedIn automation tool to help you streamline your networking efforts. If you're ready to automate your outreach and grow your connections, this guide is for you.

1. Sign Up for Finzy

To get started, head over to Finzy and sign up for an account. The sign-up process is simple and quick:

  • Click on the "Sign Up" button.
  • Enter your email and set up a secure password.
  • Confirm your email to activate your account.

2. Make Sure You’re Logged Into LinkedIn

Before connecting LinkedIn to Finzy, ensure you are already logged into your LinkedIn account using the Google Chrome browser. This is required for a smooth and secure connection.

If you have LinkedIn Sales Navigator, make sure to open it at least once in the same browser session before proceeding.

  • Open Google Chrome.
  • Go to linkedin.com.
  • Log in to your LinkedIn account.
  • Keep the browser session active while using Finzy.

3. Explore Finzy's Dashboard

After signing up, open your LinkedIn account to start automating campaigns. Follow these steps:

  • Campaigns Tab: Create and manage automated LinkedIn campaigns.
  • Dashboard Tab: Monitor the performance of your campaigns.
  • Manage Settings Tab: Connect Google Sheets, Outgoing Webhook (Enter webhook URL from Zapier or similar service), Blacklist (Add to Blacklist On Acceptance), Email Settings (Response Email, Weekly Reports - Monday), Invite Settings (Send invitations without note after LinkedIn personalized invitation limit exceeded), Name Scrubber (Clean profile names, remove unwanted terms like bsn, ceo, dr, mba, phd), Set Time Zone, etc.