# GetSales.io Help Center

> Help center for GetSales

## Getting Started

- [Warming Up a Sender Profile After Connecting It to GetSales for the First Time](https://help.getsales.io/en/articles/15529586-warming-up-a-sender-profile-after-connecting-it-to-getsales-for-the-first-time.md): How to safely warm up a sender profile after connecting it to GetSales for the first time \(or reopening a session\) before automated outreach — manual activity, Smart Limits, Health Score, and warmi...
- [GetSales Onboarding Guide](https://help.getsales.io/en/articles/10214052-getsales-onboarding-guide.md): GetSales onboarding: watch videos, join a weekly live session, or chat with support to launch your first automation fast.
- [Frequently Asked Questions \(FAQ\)](https://help.getsales.io/en/articles/10243293-frequently-asked-questions-faq.md): This article covers common questions about using GetSales, with clear answers and step‑by‑step instructions.
- [How to Connect Your LinkedIn Account in GetSales](https://help.getsales.io/en/articles/12097024-how-to-connect-your-linkedin-account-in-getsales.md): Connect your LinkedIn profile to a sender profile using a secure cloud browser and the right proxy settings.
- [Password Reset and Account Access](https://help.getsales.io/en/articles/14412761-password-reset-and-account-access.md): forgot password, reset password, temporary password, locked out, account access, login problem, account lockout, password link not working
- [Warm-Up Best Practices for New Sender Profiles](https://help.getsales.io/en/articles/14413681-warm-up-best-practices-for-new-sender-profiles.md): warm up, warmup, new sender, new account, account health, smart limits, connection request limit, warm up timeline, linkedin warm up, new profile, gradually increase, ramp up
- [GetSales Product Roadmap – Have Your Say!](https://help.getsales.io/en/articles/10215469-getsales-product-roadmap-have-your-say.md): Vote, suggest, and track feature updates—shape the GetSales roadmap and boost your impact with signed‑in votes.
- [📬 New Feature: Email Notifications & Webhooks for Sender Profile Errors](https://help.getsales.io/en/articles/11813476-new-feature-email-notifications-webhooks-for-sender-profile-errors.md): How to set up email alerts and webhooks to get notified when a sender profile encounters errors like logout, proxy failure, or email issues.
- [GetSales Intelligence: Smart Limits & Account Health](https://help.getsales.io/en/articles/11114356-getsales-intelligence-smart-limits-account-health.md): Smart limits | account health | daily limits | account safety
- [How to securely connect someone else’s LinkedIn account using a Smart Login link](https://help.getsales.io/en/articles/12613322-how-to-securely-connect-someone-else-s-linkedin-account-using-a-smart-login-link.md): Let your client or teammate log in to LinkedIn themselves — no GetSales account required, no shared credentials, fully secure.
- [How to Use AI Templates in GetSales](https://help.getsales.io/en/articles/12681866-how-to-use-ai-templates-in-getsales.md): Create personalized LinkedIn and email messages automatically — right inside your automations.
- [How to create and use AI Variables](https://help.getsales.io/en/articles/12688880-how-to-create-and-use-ai-variables.md): AI Variables let you personalize and transform any data with AI prompting — translate names, clean company titles, fix formats, or even generate new values on the fly.
- [Dashboard FAQ](https://help.getsales.io/en/articles/15341422-dashboard-faq.md)

## Automations

- [Automation & Tasks Planner Overview](https://help.getsales.io/en/articles/10215300-automation-tasks-planner-overview.md): Track automation progress, tasks, and errors in real time. Understand lead flow, conversions, and fix issues fast in GetSales.
- [How to Move Contacts Between Segments in an Automation](https://help.getsales.io/en/articles/14299178-how-to-move-contacts-between-segments-in-an-automation.md): How to add contacts to a specific segment, use auto-filters for routing, and handle cancelled contacts. Keywords: move contacts, segment, automation, auto-filter, cancelled, duplicate, routing, re-...
- [LinkedIn InMail Limit Reached — Velocity-Based Rate Limiting Explained](https://help.getsales.io/en/articles/14653107-linkedin-inmail-limit-reached-velocity-based-rate-limiting-explained.md): Understand why LinkedIn can block InMails even when you still have Sales Navigator credits — and how to avoid velocity-based rate limiting.
- [How Manual Tasks Work — Unpause, Complete, and Skip Explained](https://help.getsales.io/en/articles/14653174-how-manual-tasks-work-unpause-complete-and-skip-explained.md): Learn how to handle manual tasks in GetSales — including the difference between Unpause, Complete, and Skip, and the recommended workflow for going through your task list.
- [Sender Profiles](https://help.getsales.io/en/articles/14655126-sender-profiles.md): Overview of the Sender Profile page — side panel, header, the four tabs \(LinkedIn, Email, Auto Tasks, Settings\), and Manage actions.
- [Sender Profile Metrics — How to Read the Graph and KPIs](https://help.getsales.io/en/articles/14655133-sender-profile-metrics-how-to-read-the-graph-and-kpis.md): How to read Account Health, the market benchmark, the Warmup Level card, the Daily Activity chart, and each KPI on the LinkedIn tab — including Safety Buffer.
- [Smart Limits & Auto-warmup](https://help.getsales.io/en/articles/14655139-smart-limits-auto-warmup.md): How Smart Limits paces your daily limits, the 5-tier Warmup Level ladder, recommended Target daily limits by tier, and warm-up best practices.
- [API Call Node — Send HTTP Requests from Automations](https://help.getsales.io/en/articles/14753057-api-call-node-send-http-requests-from-automations.md): How to use the API Call automation node to send templated HTTP requests to external APIs on behalf of a lead — configuration, Twig variables, error handling, and limitations.
- [Find Email Node — Waterfall Email Search in Automations](https://help.getsales.io/en/articles/14753069-find-email-node-waterfall-email-search-in-automations.md): How the Find Email automation node searches for a lead's work email using multiple providers in sequence, with optional verification — configuration, branching, skip conditions, and limitations.
- [Why does the sender show more connection requests sent than my daily limit?](https://help.getsales.io/en/articles/15128805-why-does-the-sender-show-more-connection-requests-sent-than-my-daily-limit.md): Explains why the sender profile counter can show more connection requests than the daily limit configured in GetSales — typically because manual LinkedIn activity is included alongside automated se...
- [How to remove a sender from a single automation \(without deleting the profile\)](https://help.getsales.io/en/articles/15587495-how-to-remove-a-sender-from-a-single-automation-without-deleting-the-profile.md): You can take a sender out of one automation while keeping it active everywhere else — no need to delete the sender profile. Steps and how to handle in-progress contacts.
- [What happens when a sender runs out of InMail / Sales Navigator credits in an automation](https://help.getsales.io/en/articles/15587500-what-happens-when-a-sender-runs-out-of-inmail-sales-navigator-credits-in-an-automation.md): Leads fail at the Send InMail node when credits run out — there is no automatic credit-based rerouting. Open Profile InMails are free. Manual workarounds included.
- [Why do prospects get "viewed your profile" notifications during outreach?](https://help.getsales.io/en/articles/15587504-why-do-prospects-get-viewed-your-profile-notifications-during-outreach.md): LinkedIn outreach actions open a prospect's profile first, so they may get visit notifications even with no Visit Profile node. Why it happens and how to reduce it.
- [Node Status: what Failed, Cancelled and other means](https://help.getsales.io/en/articles/11086992-node-status-what-failed-cancelled-and-other-means.md): Failed contacts | failed leads | cancelled contacts | delegated | skipped | restart contacts | restart leads | restart automation
- [Sender’s Schedule Feature Explained](https://help.getsales.io/en/articles/10719067-sender-s-schedule-feature-explained.md): Explore the feature that enhances your LinkedIn account safety
- [Rotate Sender Profile: Feature Guide & Use Cases](https://help.getsales.io/en/articles/11426139-rotate-sender-profile-feature-guide-use-cases.md): Rotate Sender node | sender rotation | rotate senders | autorotation
- [Sender Profile Rotation Explained](https://help.getsales.io/en/articles/11093415-sender-profile-rotation-explained.md): Lead distribution | contact distribution | sender distribution | assign sender
- [How to send LinkedIn InMails in GetSales](https://help.getsales.io/en/articles/12267235-how-to-send-linkedin-inmails-in-getsales.md): Learn what LinkedIn InMails are, the limits on sending them, and how to use InMails in GetSales
- [Automation Nodes](https://help.getsales.io/en/articles/12952262-automation-nodes.md): Learn what each automation node does and how to use them.
- [How to Use the Advanced Enrichment Node in Automations](https://help.getsales.io/en/articles/14704769-how-to-use-the-advanced-enrichment-node-in-automations.md): Learn how to use the Advanced Enrichment node to automatically enrich contacts in your automation flows, including enrichment modes, credit usage, and troubleshooting.
- [AI Condition Rules: route contacts with AI](https://help.getsales.io/en/articles/15989634-ai-condition-rules-route-contacts-with-ai.md): How the AI Condition Rules node works, what data the AI sees, credits usage, popular use cases with ready-to-use prompts, and best practices.
- [Stuck Leads: Why Leads Stay "In Progress" and How to Fix Them](https://help.getsales.io/en/articles/10215430-stuck-leads-why-leads-stay-in-progress-and-how-to-fix-them.md): Troubleshoot leads stuck in "In Progress" status — common causes include reply detection, scheduling delays, and free account connection limits.
- [My Campaign Is Stuck — Troubleshooting Checklist](https://help.getsales.io/en/articles/15288918-my-campaign-is-stuck-troubleshooting-checklist.md): Step-by-step checklist for diagnosing a stuck campaign: automation status, sender schedule, daily quota, node failures, task queue, reply detection, and more.
- [Why Is There a Delay Between Messages Even With No Delay Set?](https://help.getsales.io/en/articles/15289281-why-is-there-a-delay-between-messages-even-with-no-delay-set.md): Explains why messages take longer than expected to send even when no delay node is configured — sender schedule, daily limits, queue size, and task processing cycles.
- [Restart on This Node vs. Restart from Top — Which One to Use](https://help.getsales.io/en/articles/15289638-restart-on-this-node-vs-restart-from-top-which-one-to-use.md): Explains what each recovery action does for Failed or Cancelled leads — Restart on This Node, Restart from Top, Skip, and Cancel — and when to use each without accidentally re-sending messages.
- [Sender Profile Statuses and Errors](https://help.getsales.io/en/articles/10215192-sender-profile-statuses-and-errors.md): Why do you see red, orange or green indicators on your sender profile
- [How to Check if Your Automation is Working in GetSales](https://help.getsales.io/en/articles/10215425-how-to-check-if-your-automation-is-working-in-getsales.md): Monitoring your automation ensures everything runs smoothly and that no action is required from your side.
- [No Connections Sent — Step-by-Step Troubleshooting](https://help.getsales.io/en/articles/10215327-no-connections-sent-step-by-step-troubleshooting.md): Step-by-step diagnostic guide for when LinkedIn connection requests aren't sending — covers sender status, task queue, LinkedIn limits, AI Warmup, lead assignment, upstream nodes, and more.
- [What happens when I add a new sender to a running automation?](https://help.getsales.io/en/articles/13868617-what-happens-when-i-add-a-new-sender-to-a-running-automation.md): add sender, new sender, running automation, sender not sending, contacts not assigned, redistribute, restart, rotation
- [Task Date Shows "-" in Automation Node Modal](https://help.getsales.io/en/articles/15285539-task-date-shows-in-automation-node-modal.md): Known UI bug where task scheduled date appears as "-" in the automation node modal window, and workaround via CRM contact Automations tab.

## CRM & Lead Management

- [LinkedIn Activity Imports — My Network, My Conversations, and Post Engagement](https://help.getsales.io/en/articles/14753043-linkedin-activity-imports-my-network-my-conversations-and-post-engagement.md): How to import leads from your LinkedIn connections, conversation participants, and post engagements — what each import does, how it runs, and what to check if it gets stuck.
- [Sales Navigator: Setup, Sync, and Troubleshooting](https://help.getsales.io/en/articles/15288576-sales-navigator-setup-sync-and-troubleshooting.md): How Sales Navigator connects to GetSales, how to verify it's linked, detection issues, why SN imports get stuck, and SN lists not appearing.
- [Why aren't my imported contacts entering my automation?](https://help.getsales.io/en/articles/15587492-why-aren-t-my-imported-contacts-entering-my-automation.md): Importing contacts saves them to the CRM/List but does not enrol them in an automation. How to add imported contacts to a flow, plus the "0 contacts added" causes.
- [How to update contacts with a CSV import](https://help.getsales.io/en/articles/13169826-how-to-update-contacts-with-a-csv-import.md): This article contains a step-by-step guide for updating an already existing contact in your CRM.
- [Uploading and Importing Leads into GetSales](https://help.getsales.io/en/articles/13235651-uploading-and-importing-leads-into-getsales.md): This article describes all options for importing contacts \(leads\) on GetSales.
- [Imports troubleshooting and FAQ](https://help.getsales.io/en/articles/13239614-imports-troubleshooting-and-faq.md)
- [Stoplists: How to Block Contacts and Companies in GetSales](https://help.getsales.io/en/articles/15587494-stoplists-how-to-block-contacts-and-companies-in-getsales.md): Where to find Stoplists, required fields, how to upload, what happens after upload \(the contact and its history are deleted\), and how to block a contact without deleting it.
- [Key Features of the GetSales CRM](https://help.getsales.io/en/articles/10217861-key-features-of-the-getsales-crm.md): See how GetSales CRM lets you filter leads, track messages, view automation stats, and manage accounts in one streamlined workspace.
- [Managing Your Leads with GetSales CRM](https://help.getsales.io/en/articles/10217860-managing-your-leads-with-getsales-crm.md): How to use the GetSales CRM to manage leads, create follow-up tasks, track pipeline stages, and filter contacts.
- [Find Contacts from Accounts: Feature Explained](https://help.getsales.io/en/articles/11402014-find-contacts-from-accounts-feature-explained.md): Find contacts from companies
- [Filters in GetSales CRM](https://help.getsales.io/en/articles/12180613-filters-in-getsales-crm.md): Understand each filter in the contacts view and how to use it effectively
- [Chrome Extension Guide](https://help.getsales.io/en/articles/12605918-chrome-extension-guide.md): Use the GetSales Chrome or Orbita extension to quickly save leads from LinkedIn into your workspace.
- [How to Export Contacts and Conversation History](https://help.getsales.io/en/articles/14413151-how-to-export-contacts-and-conversation-history.md): export contacts, download contacts, csv export, export conversation, export messages, download leads, export automation contacts, contact list export, conversation history, backup data

## Email management

- [How to connect a mailbox to GetSales?](https://help.getsales.io/en/articles/10214303-how-to-connect-a-mailbox-to-getsales.md): How to connect your email to GetSales system and troubleshooting the most common issues
- [Set up a Custom Tracking Domain](https://help.getsales.io/en/articles/13783160-set-up-a-custom-tracking-domain.md): Custom Tracking Domain, CTD, email open rate tracking, unsubscribe links
- [How to Connect Your Outlook Mailbox to GetSales](https://help.getsales.io/en/articles/13785145-how-to-connect-your-outlook-mailbox-to-getsales.md): Outlook mailbox, Microsoft 365 mailbox
- [How to Connect and Use Gmail in GetSales](https://help.getsales.io/en/articles/13785871-how-to-connect-and-use-gmail-in-getsales.md): Gmail setup, connect gmail

## Integrations & API

- [Creating a Webhook with Zapier](https://help.getsales.io/en/articles/10215516-creating-a-webhook-with-zapier.md): Learn how to create and setup webhook integration with any app or CRM
- [GetSales API Quick Start Guide](https://help.getsales.io/en/articles/10217805-getsales-api-quick-start-guide.md): Get started with the GetSales API: authenticate, create contacts, send LinkedIn messages, and explore advanced endpoints.
- [How to set up a Custom LLM Integration](https://help.getsales.io/en/articles/12905779-how-to-set-up-a-custom-llm-integration.md): Connect your own LLM provider to extend system capabilities — add custom API keys, use your preferred models, and manage usage across all AI-powered features.
- [Advanced Integration: Build a Custom Outreach Monitoring Dashboard with Google Sheets](https://help.getsales.io/en/articles/14056974-advanced-integration-build-a-custom-outreach-monitoring-dashboard-with-google-sheets.md): For advanced users and agencies who want to build a custom external dashboard using the GetSales API, Make/Zapier/n8n, and Google Sheets. This is NOT about the built-in Account Health or Smart Limi...
- [Webhook Troubleshooting and Common Issues](https://help.getsales.io/en/articles/14412979-webhook-troubleshooting-and-common-issues.md): webhook not firing, webhook not working, automation name none, webhook payload, make.com, zapier, integration, webhook url, linkedin\_reply, email\_reply, webhook event, webhook retry
- [GetSales MCP — Connect Claude \(and other AI assistants\) to your workspace](https://help.getsales.io/en/articles/14882663-getsales-mcp-connect-claude-and-other-ai-assistants-to-your-workspace.md): Meet the GetSales MCP server — drive your workspace \(single team or multi-team\) from Claude or any MCP-compatible AI client via a single OAuth-authenticated connector.
- [GetSales MCP — Complete Functions Reference](https://help.getsales.io/en/articles/15286407-getsales-mcp-complete-functions-reference.md): Everything your AI assistant can do inside GetSales — a full reference of every MCP capability organized by area, with example prompts you can use or adapt.

## Technical & Proxy

- [Proxy FAQ](https://help.getsales.io/en/articles/10214476-proxy-faq.md): What proxy to use, its peculiarities & how troubleshoot them
- [Using GoLogin with GetSales](https://help.getsales.io/en/articles/14057733-using-gologin-with-getsales.md): How to download GoLogin, access sender profiles through it, share profiles with team members, manage access, and troubleshoot common issues like missing profiles or Error 403.

## Deep dive

- [Understanding LinkedIn Account Health: Key Metrics & Their Impact](https://help.getsales.io/en/articles/10530877-understanding-linkedin-account-health-key-metrics-their-impact.md): Six key metrics LinkedIn uses to evaluate your account health — active sessions, profile age, verification, activity levels, connect rate, and reply/block rates — with best practices for each.
- [LinkedIn Connection Limit Reached — What It Means and How to Recover](https://help.getsales.io/en/articles/12991500-linkedin-connection-limit-reached-what-it-means-and-how-to-recover.md): How to identify a LinkedIn connection limit in GetSales, what happens automatically, and how to recover and prevent it going forward.

## Product Updates & Roadmap

- [How to Download and Install the GetSales Chrome Extension \(Local Setup\)](https://help.getsales.io/en/articles/14484501-how-to-download-and-install-the-getsales-chrome-extension-local-setup.md): chrome extension, install extension, download extension, local install, load unpacked, developer mode, extension not in chrome store, extension removed
- [Release notes - March](https://help.getsales.io/en/articles/14058706-release-notes-march.md): This article covers product updates shipped between March 3 and March 19, 2026.
- [Release Notes – April 2026](https://help.getsales.io/en/articles/14782354-release-notes-april-2026.md): Here's what's new in GetSales this month: redesigned Sender Profile page, new pricing plans, AI Warmup, Advanced Enrichment, Find Email node, API Call node, LinkedIn Activity imports, and more.
- [Release Notes – August 2025](https://help.getsales.io/en/articles/12096532-release-notes-august-2025.md)
- [Release Notes – September 2025](https://help.getsales.io/en/articles/12289696-release-notes-september-2025.md): Here’s what’s new in GetSales this month: new features, improvements, fixes, and infrastructure updates.
- [Release Notes – October 2025](https://help.getsales.io/en/articles/12688849-release-notes-october-2025.md): Here’s what’s new in GetSales this month: new features, improvements, fixes, and infrastructure updates.
- [Release notes - February](https://help.getsales.io/en/articles/13887012-release-notes-february.md): This article covers product updates shipped between February 9 and February 25, 2026.

## Subscription and Billing

- [New GetSales Pricing Plans — Send, Enrich, and Scale](https://help.getsales.io/en/articles/14780804-new-getsales-pricing-plans-send-enrich-and-scale.md): Comparison of GetSales pricing plans \(Send, Enrich, Scale\) — features, per-seat pricing by team size, included credits, billing periods, and commitment bonuses.
- [I Added Seats / Upgraded My Plan but Still Can't Add New Senders — How to Fix It](https://help.getsales.io/en/articles/15587710-i-added-seats-upgraded-my-plan-but-still-can-t-add-new-senders-how-to-fix-it.md): Why you still can't add a sender \(or see "It's time to upgrade!"\) after upgrading: seats are allocated per team. How to allocate them in Teams management, where to find the Change subscription butt...
- [Subscription management](https://help.getsales.io/en/articles/12959638-subscription-management.md): In this article, you can find out about ways to manage or edit your subscription.
- [Team management](https://help.getsales.io/en/articles/12952390-team-management.md): In this article, you can find out about ways to manage or edit your team.
- [Billing & Setting](https://help.getsales.io/en/articles/10217777-billing-setting.md): Learn how billing, subscriptions, and team architecture work in GetSales.
- [How to Subscribe Without VAT](https://help.getsales.io/en/articles/13905053-how-to-subscribe-without-vat.md)
- [Payment Troubleshooting](https://help.getsales.io/en/articles/13905294-payment-troubleshooting.md)
- [How to Apply a Coupon Code and Get an Invoice](https://help.getsales.io/en/articles/13905284-how-to-apply-a-coupon-code-and-get-an-invoice.md)

## Unibox and manual messaging

- [Troubleshooting Messenger and Unibox Issues](https://help.getsales.io/en/articles/14412025-troubleshooting-messenger-and-unibox-issues.md): unibox, messenger, messages not sending, messages stuck loading, conversation sync, linkedin messages not appearing, no query result for model, manual message, reply not showing