Who can use this feature?
Only a Sales Navigator Admin user can approve, deny or revoke CRM access requests for LinkedIn Business Manager.
If you’ve gotten an email notification from your marketing team using LinkedIn Business Manager, they are asking for the ability to connect Business Manager to your CRM leveraging your existing connection with Sales Navigator, so they can power their Revenue Attribution Report (RAR).
This is a valuable connection because it helps your marketing team attribute where they have had influence on deals and can help them better optimize and target their campaigns to support your sales organization. This paves the way for marketing and sales teams to collaborate more and share audiences via LinkedIn.
Important to know
We are gradually making this feature available, and you might not have access to it at this time.
To approve a request for CRM access:
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You will receive an email informing you that a colleague using LinkedIn Business Manager has made this request. Click View Request to see your Admin Settings.
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Click Review request to see the details of the request.
Here's a tip
To help make an informed decision on the request, you will see the account number and person who is making the request. -
Click Grant access and the connection between the CRM and LinkedIn Business Manager is enabled.
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If you don't want to enable CRM access, click Deny request displayed under Shared Connections.
To revoke CRM access for LinkedIn Business Manager:
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Sign in to Sales Navigator.
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Click Admin and then Admin Settings.
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Click Shared Connections.
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Click Remove access under Active shared connections.
Frequently asked questions
No, this will not impact your CRM connection with Sales Navigator.
Yes. As soon as you click Approve, the connection between your CRM and LinkedIn Business Manager is enabled.
Yes, you can revoke the access. To do so, go to Admin Settings, and click Shared Connections. Then click Remove access displayed under Active shared connections.
Anyone who is an admin on a Sales Navigator account can approve, deny and revoke connection access requests.