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 Navigator, and infuse real-time, people-powered LinkedIn data directly in HubSpot's Smart CRM.
By integrating your CRM with Sales Navigator, you will:
- Deliver actionable insights: Discover timely updates for contacts and companies, helping your reps feel more prepared going into a meeting.
- Provide your team with accurate data in a few simple clicks: Update contact records with a few simple clicks sourced from Sales Navigator updates and recent interactions.
- Ensure you never lose track of deal details: Make activity and product value more visible through Sales Navigator activity logged directly within your CRM, and through access to revenue impact reporting.
By enabling CRM Sync between HubSpot's Smart CRM and Sales Navigator, you unlock several features such as:
- CRM Embedded Experiences - Find Key People: Enable sellers to leverage more accurate data and insights to prioritize high-potential accounts develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach - all without leaving the CRM.
- Next Generation Data Validation: Identify when CRM contacts are out-of-date using LinkedIn data.
- Contact Creation and Updates: Create new or update existing CRM contacts using Sales Navigator data both from Sales Navigator into your CRM and from the Embedded Experience into your CRM.
- Activity Writeback: Automatically log key Sales Navigator activities (i.e., InMails, Messages sent, Notes logged, connection requests sent, SmartLink views) to CRM.
- Search Filters: Include or exclude your CRM contacts and accounts when performing Sales Navigator searches.
- Auto-Save: Automatically save Accounts and Contacts associated with a user to My CRM Accounts and My CRM Leads and Contacts System Generated Lists in Sales Navigator.
- Sales Navigator System Generated Lists
- Past Customers at New Companies System Generated List: List of past customers associated with your company’s closed-won opportunities now at new companies in your book of business.
- Contacts Who Have Left Open Opportunities System Generated List: List of contacts from your CRM who are associated with open opportunities that you own and have changed to a new company based on their LinkedIn profile while the opportunity is still open.
- ROI Reporting: The ROI report includes an aggregate-level view of how selling via Sales Navigator and LinkedIn impacts the business closed by your reps. ROI reporting includes Sales Navigator activities like account and lead searches, Add Notes, and View Lists. As part of ROI reports, you can also view opportunities influenced by Sales Navigator users who own leads/contacts associated with closed or won opportunities. Please contact your LinkedIn representative to access this report.
Related tasks
Learn more