Here's a tip
For users to seamlessly create a Contact record, admins must first follow some steps to enable the Contact Creation functionality in Salesforce and Microsoft Dynamics 365.
Contact Creation gives a user the ability to create a Contact record in Salesforce and Microsoft Dynamics 365 from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record in Salesforce to an Account record in Microsoft Dynamics 365 and can optionally associate to an Opportunity record and related stakeholder role.
As a user, to create a new contact:
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Sign in to your Sales Navigator account.
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Locate a lead you'd like to add to your CRM.
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From the lead page or lead list, click
More and select Create CRM contact from the dropdown that appears.A pop-up window will appear if you haven't yet authenticated into your CRM.
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In the Match profile to existing CRM record window:
- If there is a match for your lead, click Match.
- If there isn't a match, click Create CRM contact.
Important to know
To connect to CRM, the admin must grant a user Read-only or Read and Write permissions for access to Lead objects. -
If you clicked Create CRM contact, fill out the Create CRM contact form fields and click Save.
To enable the Contact Creation functionality for users:
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From Sales Navigator Admin Home, select Admin Settings.
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From the CRM Settings section, click Show more.
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Scroll down to Allow contact creation from Sales Navigator? and select Yes.
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Select a Lead Source value to associate to Contacts created from Sales Navigator.
This picklist represents existing values in your CRM. Setting a Lead Source value is optional, but recommended.
Contact Creation is now enabled.
There are several required fields for creating CRM records in the CRM. How can I work around these fields?
When enabling contact or lead creation, first determine the minimum required fields to save a record in the CRM. Sales Navigator can only pass the following fields:
- First Name
- Last Name
- Mailing Country
- Title
- Company
- Email (dependent on a member’s settings)
- Phone
- Lead Source
If LinkedIn does not supply the required field you are looking for, we recommend leaning into automation on the CRM side. (For example, workflows, flow, or validation rules, which can be based on Lead Source, which is something admins can enforce on all Contacts coming from Sales Navigator).
My company uses record types when creating leads and contacts. How does LinkedIn respect such customization?
If your organization has multiple different record types for Contacts/Leads, you will want to keep in mind the Sales Navigator Users’ default record type. The Record Type is not configurable when enabling contact or lead creation. We create records based on the Sales Navigator user’s default record type.
The company related to the contact doesn’t exist in CRM yet. Does Sales Navigator create accounts via the integration?
No, Sales Navigator only creates leads or contacts in the CRM. To create a contact, we require an account to be related. If the account does not exist, then you must go into the CRM, create the account, and immediately relate the contact to the new account. Adversely, you can choose to only create leads in the CRM and convert them once in CRM.
Why is the email field not populating into the lead/contact creation form?
At LinkedIn, we put our members first. To respect that mission statement, LinkedIn only releases information that members consent to distributing. If the email is publicly available on the LinkedIn profile to any user, the field will be auto populated on the creation form.
Most contact information is made available once you connect with the LinkedIn member. We recommend utilizing InMail capabilities instead of cold emails or cold calls due to InMail’s triple threat approach. InMail will send the member an email, a notification within LinkedIn.com, and a push notification on the mobile if they have the LinkedIn app. InMail’s have a 20% higher chance of a response than cold emails or cold calls.
By using this feature, is there a risk of creating duplicate contact or lead records?
When CRM Sync is enabled, we have access to the contacts and leads in the CRM and match them with their respective LinkedIn Member Profiles. You will be able to see In CRM or Not in CRM labels displayed next to Accounts and Leads within Sales Navigator. This sync is our first level of deduplication.
The second level of deduplication is initiated at run time when creating a new lead/contact from Sales Navigator. There are internal checks to ensure that you are not creating duplicate records. In the event of finding a potential match, the workflow will prompt you that this lead/contact may already exist in CRM and provide you the opportunity to match the record instead of creating a new record.