Sales Navigator Admin Settings for CRM

Last updated: 3 months ago

Here's a tip

If you’re syncing your CRM with Sales Navigator for the first time, you can refer this step-by-step connection guide for Salesforce, Microsoft Dynamics 365, and HubSpot.

As a Sales Navigator admin, you can manage your CRM sync with Sales Navigator through the Admin Settings page. 

To access your CRM Admin Settings:

  1. Sign in to Sales Navigator.

  2. Click Admin at the top of the page, then select the Admin Settings tab.

  3. Click CRM under Admin Settings on the left rail, and select Production or Sandbox.  

  4. Select your CRM and then click Login.

    Here's a tip

    If you’re connecting your CRM for the first time, be sure to read through the benefits of CRM sync to Sales Navigator, ensure you’ve completed the prerequisite steps and have all permissions, and then click Start to be guided through the connection process.

  5. If you’ve already completed the connection, you’ll directly view your synced CRM and the last synced date. 

Important to know

You can only sync one instance of Salesforce per Sales Navigator contract. Data is synced daily, once per day.

During the initial CRM connection, you must enable the following sync functionalities to configure CRM sync Settings and Writeback:

  • Auto-save leads, contacts, and accounts: This section allows you to determine whether users' accounts, leads, and contacts that they are mapped to in CRM will automatically be auto-saved to an auto-generated list in Sales Navigator.

    Here's a tip

    Under At which stage does your sales team consider an opportunity to enter your pipeline? select an option from the dropdown.

  • Validate CRM Data: Ensures your CRM contacts aren’t out of date. 

    To enable Data Validation, you’ll need to install the Salesforce app. This feature is available only to Sales Navigator Advanced Plus users. 

  • Create Contacts: To enable contact creation directly in your CRM. 

    You can also enable the following actions:

    • Bulk create contacts - To enable bulk contact creation from a Relationship Map
    • Specify if an email address is required while creating a contact from Sales Navigator.

  • Update Contacts: Allow contacts in your CRM to be updated from Sales Navigator.

    You can also enable the following actions:

    • Bulk update contacts - To enable bulk contact creation from a Relationship Map
    • Specify if an email address is required while updating a contact from Sales Navigator.

  • Create Leads: To enable lead creation in your CRM. 

    You can also enable bulk lead creation from a Relationship Map by checking the Bulk create leads option.

  • Update Leads: Allow leads in your CRM to be updated from Sales Navigator.

    You can also enable updating lead information in bulk from a Relationship Map by checking the Bulk update leads option.

  • Log Smart Links: Allows users to create Smart Links and save Smart Link views in your CRM. 

  • Log Messages and InMails: Allows users to log messages and InMails exchanged with leads in your CRM. 

    You can also enable automatic logging of InMails and messages to the CRM, by selecting the Mandate Log on all Messages and InMails checkbox.

  • Log calls: Allows users to log calls with contacts in the CRM.  

  • Log Connection Request: Allows users to log connection requests sent to leads in the CRM.

  • Log notes: Allows users to log notes in the CRM. 

  • Restricted data mode: Toggle this option to Yes to restrict viewing opportunity data in Sales Navigator. The view permissions for an opportunity are set within the CRM. This option enables a greater level of privacy of sensitive information.

You can also configure ROI reporting and enable other features like Embedded profiles and data validation from the Admin Settings page. 

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