Sync your CRM | Sales Navigator Help

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data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="page-heading__title t-black t-24 t-bold" data-test-selector="heading-title"> Tagged in “Sync your CRM” </h2> <span class="t-14 t-black--light" data-test-selector="article-count">28 articles</span> </div> </div> <div class="page-width-content topic-page__content"> <section class="body-content"> <ul class="topic-page__list"> <li> <article class="article-preview" aria-labelledby="article-preview-title" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a1655151" class="article-preview__link t-16" data-test-selector="article-preview-link"> Approve CRM access for LinkedIn Business Manager </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Business Manager and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-1" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-1" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6270076" class="article-preview__link t-16" data-test-selector="article-preview-link"> CRM Embedded Experiences: Account IQ </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Salesforce and Sales Navigator and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-2" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-2" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6266085" class="article-preview__link t-16" data-test-selector="article-preview-link"> CRM Embedded Experiences: Relationship Map </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Salesforce and Sales Navigator and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-3" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-3" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a105010" class="article-preview__link t-16" data-test-selector="article-preview-link"> Change or confirm a match between Sales Navigator and your CRM </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-4" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-4" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6247855" class="article-preview__link t-16" data-test-selector="article-preview-link"> HubSpot's Smart CRM Integration for Sales Navigator </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> HubSpot and Sales Navigator and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-5" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-5" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6232027" class="article-preview__link t-16" data-test-selector="article-preview-link"> Restricted data mode for CRM opportunity data </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Admin and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-6" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-6" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6806590" class="article-preview__link t-16" data-test-selector="article-preview-link"> Troubleshoot errors when syncing HubSpot's Smart CRM with Sales Navigator </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Business Manager , Reporting, HubSpot and Sales Navigator, and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-7" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-7" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a158016" class="article-preview__link t-16" data-test-selector="article-preview-link"> Sales Navigator CRM Sync Permissions </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Admin, Sync your CRM, HubSpot and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Salesforce and Sales Navigator </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-8" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-8" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a106005" class="article-preview__link t-16" data-test-selector="article-preview-link"> Integration between Sales Navigator and your CRM </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sync your CRM, HubSpot and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Salesforce and Sales Navigator </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-9" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-9" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a738351" class="article-preview__link t-16" data-test-selector="article-preview-link"> Next Generation CRM Data Validation in Sales Navigator </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Microsoft Dynamics and Sales Navigator, Salesforce and Sales Navigator, and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-10" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-10" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6505240" class="article-preview__link t-16" data-test-selector="article-preview-link"> Enable automatic logging of InMails and messages to CRM </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Admin and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-11" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-11" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6214977" class="article-preview__link t-16" data-test-selector="article-preview-link"> CRM Sync for HubSpot's Smart CRM Enablement Guide </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sync your CRM and HubSpot and Sales Navigator </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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. 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Get startedYour CRM admin will need to install the latest Sales Navigator… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-13" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-13" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a6275660" class="article-preview__link t-16" data-test-selector="article-preview-link"> Install the Sales Navigator app package for your CRM </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Admin, Salesforce and Sales Navigator, Sync your CRM, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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. 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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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-15" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-15" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a723815" class="article-preview__link t-16" data-test-selector="article-preview-link"> CRM Sync for Salesforce with Person Accounts </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Salesforce and Sales Navigator and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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. 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To configure Person Accounts for CRM Sync with Salesforce, complete the following steps:… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-17" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-17" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a443840" class="article-preview__link t-16" data-test-selector="article-preview-link"> CRM Sync Sandbox and testing </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-18" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-18" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a476983" class="article-preview__link t-16" data-test-selector="article-preview-link"> Install the LinkedIn Sales Navigator OAuth app </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Admin and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> When you sync your CRM to Sales Navigator, you’ll receive prompts to authenticate and sign in to the CRM during activity writeback. 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As an… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-19" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-19" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a120992" class="article-preview__link t-16" data-test-selector="article-preview-link"> Sales Navigator Data Validation - Overview </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Salesforce and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-20" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-20" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/web/20250121122638/https://www.linkedin.com/help/sales-navigator/answer/a108018" class="article-preview__link t-16" data-test-selector="article-preview-link"> Troubleshoot Record Matching Issues in Sales Navigator </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sync your CRM </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> 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. 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If some necessary Salesforce fields are hidden, the error message, Could not read the required Salesforce fields from your… </p> </article> </li> </ul> </section> </div> </div> </main> <div class="placeholder " id="toasts__wormhole" data-inert-toggle-target="me-menu-inert-toggle-target"> </div> <footer class="global-footer" data-inert-toggle-target="me-menu-inert-toggle-target" data-component-selector="global-footer" data-test-id="global-footer" role="contentinfo"> <div class="global-footer__upper-row-wrapper"> <div class="page-width-content"> <ul class="global-footer__upper-row-items t-12 t-black"> <li class="global-footer__upper-row-item global-footer__logo"> <a class="global-footer__upper-row-item-link" href="https://web.archive.org/web/20250121122638/https://www.linkedin.com/"> <li-icon size="14dp" color="brand" tabindex="-1" aria-hidden="true" type="linkedin-logo"></li-icon> <span class="visually-hidden">LinkedIn</span> </a> </li> <li class="global-footer__upper-row-item "> <a class="global-footer__upper-row-item-link" data-test-id="footer-contact-us" href="https://web.archive.org/web/20250121122638/https://www.linkedin.com/help/sales-navigator/ask"> Contact us </a> </li>    <li class="global-footer__upper-row-item global-footer__language-switcher-wrapper"> <form action method="GET" class="language-switcher__form">  <label class="language-switcher__select-label"> <span class="visually-hidden">Select a language. 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