LinkedIn Sales Insights CRM Writeback allows you to establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.
Here's a tip
This feature is currently only available for Sales Navigator CRM sync customers with Salesforce or Microsoft Dynamics. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.
Review these frequently asked questions to learn more about CRM Writeback:
General Questions
Ensure that your Sales Navigator contract is synced with your CRM instance. Only users who are both CRM admins and Sales Navigator full admins can sync CRM with Sales Navigator.
If you don't have these necessary permissions in Sales Navigator, please contact your Sales Navigator Admin and have them complete the CRM Sync steps outlined at Salesnav.in/crm.
To install the packages, please review the following guides:
- For Salesforce: Installation Guide: Sales Insights for Salesforce
- For Microsoft Dynamics 365: Installation Guide: Sales Insights for Microsoft Dynamics 365
Full admins can:
-
Can view the CRM settings page in Sales Insights.
-
Can configure daily export of purchased and matched accounts to the CRM.
-
Can link the CRM to Sales Insights.
-
Can configure personas for export.
To link a CRM within Sales Insights:
-
Sign in to Sales Insights and click CRM in the top right corner.
This will be available if you're a full admin.
-
On the left rail, click Edit next to CRM Integration.
-
Select the CRM that you’d like to connect.
-
Click Confirm.
Here's a tip
It will take 24-48 hours for the sync to be enabled.
To view your permission level:
-
Sign in to Sales Insights and click CRM in the top right corner.
This will be available if you're a full admin.
-
On the left rail, click Settings.
This page will show Your CRM permission level. You must have read and write permissions to enable CRM Writeback.
Here's a tip
Prior to turning on sync, please ensure you’re linked to a CRM, and have waited 24-48 hours for sync to be enabled.
To turn on daily export:
-
Sign in to Sales Insights and click CRM.
This will be available if you're a full admin.
-
On the left rail, click Settings.
-
Under CRM daily report, change the toggle to On.
The following accounts are included in daily export:
-
Account records that exist within your CRM and match to an account in Sales Insights.
-
Previously purchased accounts.
If you delete, merge, or create account records in your CRM, it can take up to 72 hours for the changes to reflect in Sales Insights. So, accounts deleted in your CRM can still appear in Sales Insights reports for up to 72 hours.
To confirm your daily export:
-
Sign in to Sales Insights and select Exports.
-
Under Daily CRM Export, check the Date of last export.
When daily export succeeds, you’ll see the date of the export as well as the total number of exported records.
To fix your daily export:
-
Sign in to Sales Insights and select Exports.
-
Review the error message on the page to help identify the and correct the issue.
- For partial failures: Download a CSV to determine which accounts were impacted.
- For CRM authentication failures: You'll be directed to resolve the issue in Sales Navigator.
-
Once you've resolved the issue, please either:
- Run a manual report.
- Wait for the daily export to run again.
To expend credits:
-
Sign in to Sales Insights and select Reports.
-
Click the report you’d like to view, or create a new report.
-
On the left rail, click Edit next to Source and include your CRM as a source.
-
Add additional filters to identify the accounts that you’d like to purchase and click Select.
-
After all filters and sources have been included or excluded, click Done then Apply.
-
In the top right corner of your report, click Export.
-
From the dropdown that appears, select if you'd like to export to CSV, CRM, or Sales Navigator.
-
In the Export company records window, review the number of Company Records you'll be exporting and the Cost.
-
Click Review then Yes, purchase if you'd like to proceed.
Purchased accounts will be included in the next daily export to CRM.
We will write all data into custom fields in your CRM. The following fields will be exported:
Company Data
- LinkedIn ID
- LinkedIn Company Page URL
- Company Name
- LI Industry
- Headquarters City
- Headquarters State (US/Canada)
- Headquarters Country
- Company Website URL
- Global Employee Count
- Global Employee Growth
- Last Export Date
Persona Data (For each Persona)
- Persona - Name
- Persona - Global Employee Count
- Persona - Global Employee Growth
Three fields will be created in a custom object in your CRM for each Persona exported:
- Persona - Name
- Persona - Global Employee Count
- Persona - Global Employee growth
If you haven’t already created a Persona, navigate to the Personas tab to create a new Persona.
To turn on a persona:
-
Sign in to Sales Insights and click CRM in the top right corner.
This will be available if you're a full admin.
-
On the left rail, click Persona data export.
-
Select up to six personas to be exported to the Sales Insights customer component on the account record.
-
Click Confirm.
To remove a persona:
-
Sign in to Sales Insights and click CRM in the top right corner.
This will be available if you're a full admin.
-
On the left rail, click Persona data export.
-
Click Change then Remove export.
If you edit a Persona that’s configured to writeback to your CRM, you can view new persona data within 24 hours. Learn more about deleting a Persona.
To switch a persona:
-
Sign in to Sales Insights and click CRM in the top right corner.
This will be available if you're a full admin.
-
On the left rail, click Persona data export.
-
Click Change then Select different Persona.
-
Toggle the button On next to your desired Persona.
-
Click Confirm.
To export data for accounts not already in your CRM:
-
Sign in to Sales Insights and build a new report that includes accounts that are currently outside of your CRM.
While building this report, be sure to include the following selections as the Sources:
- Include: All Companies on LinkedIn
- Exclude: CRM
Use the Company and Persona filters to refine your criteria for the report.
-
Review the generated report and identify the accounts that you would like to export.
-
In the top right corner of your report, click Export and select CSV.
Important to know
Exporting accounts will consume credits. -
Use the bulk upload tool in CRM to create new account records in your CRM.
-
Wait 24 hours for these new accounts in your CRM to be synced with Sales Insights.
-
After 24 hours, verify that these accounts exist by creating a report with source = CRM and filtering for account owner or opportunity stage.
-
Return to the report from which you identified these new accounts.
-
Change the source to CRM.
-
Now export to CRM. This won't cost any additional credits.
Once exported, you’ll see Sales Insights data populated for these new accounts in the CRM.
If you uninstall the LinkedIn Sales Insights app in your Salesforce or Microsoft Dynamics 365 CRM, all your reports, views, components, and custom tabs will be deleted.
Learn more about LinkedIn’s security policy and privacy policy.
Microsoft Dynamics Questions
Learn more about LinkedIn Sales Insights CRM Writeback for Microsoft Dynamics.