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Connect Your CRM to LinkedIn Sales Insights | Sales Insights Help

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class="visually-hidden">Dropdown menu, expand to explore help for other LinkedIn products</span> <li-icon size="large" type="hamburger-icon"></li-icon> </span> </button> <div class="dropdown__menu me-menu__dropdown-menu" data-test-selector="dropdown-menu" aria-hidden="true" tabindex="-1" id="me-menu-dropdown" role="dialog" aria-label="LinkedIn products menu" aria-modal autofocus="true"> <button id="me-menu-inert-toggle-close" class="me-menu__close dropdown__close plain-button desktop-excluded tablet-excluded" data-test-id="me-menu-close" type="button"> <li-icon size="large" type="cancel-icon"></li-icon> <span class="visually-hidden">Close menu</span> </button> <!----> <section class="me-menu__action-links" data-test-id="me-menu-action-links"> <!----> <!----> <div class="me-menu__action-link-group desktop-excluded tablet-excluded" data-test-id="me-menu-available-help-centers"> <h4 id="help-center-list-title" class="t-bold t-16 me-menu__section-header"> Get help with: </h4> <ul aria-labelledby="help-center-list-title"> <li> <a class="me-menu__action-link t-14 " href="/help/linkedin?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> LinkedIn </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/billing?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Corporate Billing </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/learning?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Learning </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/lms?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Marketing Solutions </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/recruiter?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Recruiter </a> </li> <li> <a class="me-menu__action-link t-14 me-menu__action-link--selected" href="/help/sales-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option" aria-current="page"> Sales Insights </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/sales-navigator?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Sales Navigator </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/talent-hub?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Talent Hub </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/talent-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Talent Insights </a> </li> </ul> </div> <a class="me-menu__action-link t-14" href="https://www.linkedin.com/sales-insights?trk=help_me_menu" rel="noopener nofollow" data-test-id="me-menu-associated-product"> Go to Sales Insights </a> </section> <a class="artdeco-button artdeco-button--primary" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-insights%2Fanswer%2Fa146109%3Ftrk%3Dhc-hp-shortcuts&amp;trk=help_me_menu" data-test-id="me-menu-sign-in"> Sign in </a> </div> </div> <a class="site-navigation__sign-in artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse mobile-excluded" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-insights%2Fanswer%2Fa146109%3Ftrk%3Dhc-hp-shortcuts" data-test-id="sign-in-button">Sign in</a> </nav> </div> </header> <main role="main" tabindex="-1" id="a11y-main" class="layout layout--one-column" aria-label="Help content" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="article-details-page"> <div class="hue-page-heading" data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="hue-page-heading__title hue-default-color t-24 t-bold" data-test-selector="heading-title"> Connect Your CRM to LinkedIn Sales Insights </h2> <span class="hue-default-secondary-color t-14" data-test-selector="relativeTime-container"> Last updated: 3 years ago </span> </div> </div> <div class="page-width-content article-details-content"> <div class="article-details-content__main"> <article data-test-selector="article" data-article-source="urn:li:helpCenterArticle:(146109,LITHOGRAPH)"> <div class="article-content-callout article-content-callout__background--permission" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Who can use this feature? </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p><p></p>To sync your CRM, you must be both a CRM and Sales Insights full admin.&nbsp;</p><p></p> </div> </div> <!----> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>When you sync your Salesforce/Microsoft Dynamics 365 CRM with Sales Navigator, you can easily link your Sales Insights directly to the CRM and share data. Now, you can also connect your CRM directly with Sales Insights, without completing the CRM sync with Sales Navigator.</p> </div> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>However, when you make the connection to Sales Insights directly, some Sales Navigator integration features won鈥檛 be available to you. To learn more about these features, click the guides for <a rel="" href="https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/sfdc-lsi-install" target="_self">Salesforce</a> and <a rel="" href="https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/msdynamics-365-lsi-install" target="_self">Microsoft Dynamics 365</a>.</p> <p>To connect your CRM to LinkedIn Sales Insights:</p> </div> <ol class="article-content__ordered-list" data-test-selector="orderedList-container"> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Sign in to Sales Insights. At the top right, click&nbsp;<strong>CRM: Not Connected</strong>.&nbsp;</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>In the CRM Integration pop-up that appears, click&nbsp;<strong>Settings.</strong></p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click&nbsp;<strong>Manage&nbsp;</strong>to the right of&nbsp;<strong>Connection Details</strong>.&nbsp;</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Read the information under&nbsp;<strong>Setup</strong>, then click <strong>Set up new instance</strong>.&nbsp;&nbsp;</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Select&nbsp;<strong>Production&nbsp;</strong>or&nbsp;<strong>Sandbox</strong>, then click&nbsp;<strong>Login</strong>.</p> </div> <div class="article-content-callout article-content-callout__background--note article-content-callout--in-list" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Here's a tip </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p><p></p>At a time, you can only connect to one CRM environment, either Production or Sandbox.&nbsp;</p><p></p> </div> </div> <!----> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>In the&nbsp;<strong>Log into your CRM</strong>&nbsp;page, select your CRM, then click&nbsp;<strong>Login</strong> and enter your credentials.&nbsp;</p> </div> <div class="article-content-callout article-content-callout__background--note article-content-callout--in-list" data-test-selector="callout-container"> <div> <h3 class="t-16 article-content-callout__headline" data-test-selector="callout-headline"> Here's a tip </h3> <div class="article-content-callout__text-rich-description t-14 article-content-callout__text-rich-description--hue" data-test-selector="callout-rich-description"> <p><p></p>For Salesforce CRM, you can click&nbsp;<strong>Edit&nbsp;</strong>to switch between Production and Sandbox.&nbsp;</p><p></p> </div> </div> <!----> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click&nbsp;<strong>Next: Install CRM app</strong>&nbsp;to enable writeback of your Sales Insights data to your CRM.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Under&nbsp;<strong>Install Sales Insights app in Salesforce/Microsoft Dynamics</strong>, click the link to download the Salesforce/Microsoft Dynamics 365 app.</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>After installing the app, view CRM: Salesforce/Microsoft Dynamics 365 at the top right of the page. </p> </div> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>A message appears that you鈥檝e successfully installed your Sales Insights app in your CRM.&nbsp;</p> </div> </li> <li class="article-content__ordered-list-item t-14"> <div class="t-14 article-content__rich-text hue-default-color article-content__rich-text--in-list" data-test-selector="preRenderedMarkup-container"> <p>Click&nbsp;<strong>Finish and view settings</strong>.</p> </div> </li> </ol> <div class="t-14 article-content__rich-text hue-default-color" data-test-selector="preRenderedMarkup-container"> <p>Learn more about connecting your <a rel="" href="https://business-test.corp.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/sfdc-lsi-install#connect-crm" target="_self">Salesforce</a> and <a rel="" href="https://business-test.corp.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/msdynamics-365-lsi-install#lsi-connect-crm" target="_self">Microsoft Dynamics 365</a> CRM with LinkedIn Sales Insights.&nbsp;</p> </div> </article> <!----><!----> <div class="placeholder " id="helpfulness-rating"> </div> </div> <div class="article-details-content__delimiter"></div> <aside class="article-details-content__aside"> <div class="article-details-content__tags"> <h3 id="tagged-header" class="hue-web__header--aside t-bold t-16" data-test-selector="topicTags-header"> Tagged in </h3> <ul class="pill-list article-page-pill-list hue-artdeco-pill" data-test-selector="topicTags-container"> <li class="pill-list__item" id="topic-link-a104001" data-test-selector="topicTags-list-item"> <a class="pill basePadding label" href="/help/sales-insights/topic/a104001" data-test-selector="topic-tag-link" aria-describedby="tagged-header"> <span data-test-selector="topicTags-title-a104001"> Sales 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