If a lead, contact, or account is incorrectly mapped or needs to be updated, follow the steps below to remove the match and then manually select the right one. To manually reselect the right lead/contact: To manually reselect the right account: Sign…

HubSpot's Smart CRM Integration for Sales Navigator unlocks additional workflows and efficiencies of Sales Navigator, allowing sellers to sell smarter and be more productive. This integration is designed to seamlessly connect HubSpot and Sales…

As a CRM admin in Sales Navigator, you control who can view opportunity data in your CRM. You can use the Restricted data mode option under CRM settings to restrict viewing opportunity data. By enabling this option, you are making opportunity data…

If you're receiving a “Failed to establish connection” error while trying to sync your HubSpot’s Smart CRM account to your Sales Navigator account, it could be related to having your LinkedIn Business Manager already synced.  HubSpot allows…

Following are the CRM Sync permissions that are required to perform specific tasks: The following table describes the objects for each CRM that require access: Learn more Please review the following frequently asked questions about CRM Sync…

Sales Navigator is built to integrate seamlessly with your team's daily sales and relationship workflow. Sales Navigator is available both as a viewable embedded profile within your CRM and can also be actively synced with your CRM to move important…

With the introduction of the Next Generation CRM Data Validation, you can now see badges within Sales Navigator and it is displayed when contacts are out of date.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…

If you are a Sales Navigator admin, you can now enable a setting that will automatically require all LinkedIn messages and InMails sent via Sales Navigator to be logged to your CRM if CRM Sync is set-up. Related tasks Sign in to Sales Navigator…

CRM Embedded Experiences: Account IQ enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of…

The CRM Embedded Experiences: Relationship Map feature offers you a centralized and consolidated place to store, update, and share account information with your colleagues who have a Sales Navigator license from within your CRM. With Relationship…

HubSpot's Smart CRM Integration for Sales Navigator unlocks additional workflows and efficiencies of Sales Navigator, allowing sellers to sell smarter and be more productive. This integration is designed to seamlessly connect HubSpot and Sales…

To start testing Embedded Profiles and Embedded Experiences within a Sandbox environment, we recommend testing each of the features below to ensure a successful connection. Get startedYour CRM admin will need to install the latest Sales Navigator…

To embed Sales Navigator’s impactful data, insights, and features directly into your CRM, your CRM admin will need to install the app package for Sales Navigator if you're on Salesforce or Microsoft Dynamics. After the app package is installed, you…

As an admin with a CRM Pilot account, you may have a few questions as you get started. We’re working with your organization to ensure integrating Sales Navigator is as seamless as possible, but here are a few of the top questions you may have during…

While setting up the Sales Navigator CRM Sync connection, as a Sales Navigator admin, you are provided the choice to configure your contract for Business Accounts or Person Accounts. If you select Person Accounts, you will have access to a suite of…

While configuring CRM Sync with Salesforce and Sales Navigator, as an admin you can determine if your contract will use Business Accounts or Person Accounts. To configure Person Accounts for CRM Sync with Salesforce, complete the following steps:…

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…

As an admin, you can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users.  Once enabled, users and admins can test the following features in the…

When you sync your CRM to Sales Navigator, you’ll receive prompts to authenticate and sign in to the CRM during activity writeback. For some features, OAuth authentication is required for users who exist in both your CRM and Sales Navigator. As an…

Data Validation is a set of capabilities that leverages the CRM Sync integration to validate information in CRM against the information that is LinkedIn.  CRM Administrators can use this Data Validation field to create new reports or…

Record matching issues between Salesforce and Sales Navigator, are generally caused due to step being missed during embedded profile installation, or due to individual’s edit permissions in Salesforce. During Embedded Profiles installation, there…

In certain cases where the information available doesn't allow for a high confidence match to be made, you can manually create one. Matches can be created manually for leads, contacts, and accounts. As a Sales Navigator user, you can also edit and…

CRM Sync (Salesforce and Microsoft Dynamics 2016 or 365) and CRM embedded profiles (Salesforce, Microsoft Dynamics 2016 or 365, and our SDK Program) will compare information in both Sales Navigator and your CRM to ensure that your seat holders see…

This document assumes that you have already connected CRM Sync and we have access to your CRM data to match and enable CRM Sync Features. To learn more, please click here.For leads and contacts, we look at the following fields in your CRM to…

Sales Navigator and CRM email mismatches often cause an error message to appear, and can lead to several seats not syncing as email address is one of the matching fields used during sync. As an admin, you can take steps to fix this issue. In case of…

For many members using Chrome, updating their browser and disabling extensions has resolved their blank Iframe issue.To update your browser: In Chrome, click the  More icon located at the top-right of the browser. Click Help then…

Hidden Salesforce fields during CRM sync often cause an error message to appear, and lead to seats not syncing. If some necessary Salesforce fields are hidden, the error message, Could not read the required Salesforce fields from your…