Who can use this feature?
CRM Sync is supported only with Sales Navigator Advanced Plus edition.
Following are the CRM Sync permissions that are required to perform specific tasks:
-
Read-Only Permissions
This level of admin permissions, along with user-authentication, enables almost all of the CRM Integration features (e.g., Activity Writeback) that are available after you have established the CRM Sync connection.
Here's a tip
Activity Writeback only requires user authentication and not admin-level authentication.
Retroactive writeback works on all Sales Navigator activities as far back as June 23rd, 2021. Any activity prior to this date isn't available for writeback.
-
Read and Write Permissions
The ability to update contact and lead records requires that a user has read and write permissions for the specific record that they are trying to update.
-
No Access (Sync not Enabled)
This level of permissions would mean the admin has not provided enough CRM access permission to enable any CRM Sync functionality.
The following table describes the objects for each CRM that require access:
| CRM | Objects Requiring Access |
| Microsoft Dynamics 365 | Account, Activity, Contact, Lead, Opportunity, System User, Position |
| Salesforce | Account, Contact, Lead, Opportunity, Opportunity Role, Task, User, User Role |
| HubSpot | Company, Contact, Deals, User, Opportunity Contact Role (OCR) |
Important to know
All listed objects and their respective fields must be visible to the CRM profile that is used to connect the sync.
Learn more
Please review the following frequently asked questions about CRM Sync permissions.
The following features are available, based on permissions selected:
| Feature | Read and Write | Read-Only | No access (Sync not enabled) |
| Embedded profiles (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | √ |
| CRM Sync * (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | |
| Auto-save of CRM contacts and accounts (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | |
| ROI reporting (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | |
| Lead Creation (Salesforce, and Microsoft Dynamics 365 Sales) | √ | √ | |
| Contact Creation (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | |
| Lead Updating (Salesforce, and Microsoft Dynamics 365 Sales) | √ | ||
| Contact Updating (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | ||
| Data Validation (Not at Company flag - Salesforce and Microsoft Dynamics 365 Sales) | √ | √ | |
| Next Generation Data Validation (CRM badges - Salesforce, Microsoft Dynamics 365 Sales, and HubSpot) | √ | √ | |
| Activity Writeback (InMail/Sales Navigator messages and their responses, Notes, Smart Links, and Calls via mobile app - (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)
| √ | √ |
* CRM Sync enablement includes: badges, search filters, contact and account information, and license assignment.
Related tasks
To enable Activity Writeback, a user can be authenticated with their CRM when they:
- Attempt Activity writeback to the CRM or create a contact.
- Access the User Settings page to connect user-auth for Activity Writeback or lead/contact creation.
Here's a tip
A user can enable CRM user-auth only if admins have enabled CRM sync on their contract.
We use the permissions assigned to the integration user that connects CRM Sync within Sales Navigator Admin Settings. We'll require that the profile has read access to fields, as listed in the table above. You can also view a full list of fields here.
Lead/Contact Creation and Updating: When enabled for your contract, Lead/Contact Creation and Updating uses user-level authentication (authenticated the first time a user uses the feature) to write contact records to your CRM. This ensures the user is governed by all permissions (read, create, etc.) you have set for their CRM user account.
Data Validation (Only on Salesforce and Microsoft Dynamics 365): When enabled for your contract and coupled with the required CRM app, the app will be responsible for requesting a Not at Company Flag directly from Sales Navigator. All flags will be written into your CRM by the app itself, so write-level API permission isn't required.
Next Generation Data Validation: With the introduction of the Next Generation CRM Data Validation, you can see badges within Sales Navigator and it is displayed when contacts are out of date. This badge is displayed wherever Sales Navigator leads are shown. Also, Sales Navigator now validates more than just the account on the contact record; flagging when job title, account details and account location are out of date or missing is also available. Sellers can take action from within Sales Navigator to update a contact record in CRM with the correct information with just a few clicks.
