Embedded Profiles bring the power of people-powered, LinkedIn data into your HubSpot Smart CRM. Infusing your CRM with this data is easy, and takes just a few clicks.
To install Embedded Profiles:
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Visit the App Marketplace.
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Click Install app in the upper-right corner of the listing.
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On the Install your integration dialog box, click Install app.
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After installation, access a Contact or Company record and click Sign in on the Sales Navigator Embedded Profile.
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On the separate tab that opens up, enter your user credentials and sign in.
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To enable the connection, click Allow.
The connection is enabled and you can now view LinkedIn Data in your HubSpot account.
For Sales Navigator Advanced Plus users with CRM Sync enabled, you will need to perform one additional step of user authentication.
If CRM Sync is turned on for your account (two-way flow of data between LinkedIn and HubSpot), you will have the ability to create contacts in the CRM, update via data validation, and log LinkedIn activities (messages and InMails sent, connection requests sent, SmartLink views, and logging notes) in Sales Navigator with a few clicks. But to do so, you must enable writeback permissions.
You can enable writeback permissions in one of the following ways:
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Perform an activity such as log a note or an InMail message, and the sytem will prompt you to confirm that you're comfortable with logging activities into Sales Navigator.
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Update your system settings to enable a connection between your CRM and Sales Navigator.
To update your settings:
- Click on your profile picture on the upper-right corner of the screen and click Settings.
- Scroll to the bottom of the page to view the CRM Settings section.
- Click Connect to CRM.
- Click Authorize. This gives Sales Navigator the permission to add activities to the CRM when you ask it to.
- In the Authorize HubSpot dialog box, click Connect. This enables the connection between HubSpot and Sales Navigator.
- (Optional) If at any point, you want to disconnect your CRM, you can return to this page, and click Disconnect from CRM.
- Click on your profile picture on the upper-right corner of the screen and click Settings.
On Company Records, you will get access to the Embedded Experience: Find Key People in your Embedded Profile when you click View more. This is not dependent on your company’s CRM Sync status. Customers on the Sales Navigator Advanced plan will see Recommended Leads when they visit this page.
Learn more