How to sync LinkedIn Sales Navigator to Hubspot CRMSOLVE
May 11, 2017 2:28 PM
I recently purchased Sales Navigator Team edition and was told that LinkedIn now supports Hubspot. I was also told by a rep from LinkedIn that since I have the team edition, for me to reach out to Hubspot and they will help get the sync set up.
Can someone help me with this?
Solved! Go to Solution.
Jun 20, 2017 6:26 AM
Hey @hcf797 I'm happy to inform you that the official HubSpot CRM & Linkedin Sales Navigator integration is now live. I've posted some first step directions below, but you can check out the User Guide here.
To set up the integration, navigate to your integration settings (your avatar > Integrations). Click All Integrations, find LinkedIn Sales Navigator, and click View Integration. Go through the authentication process with LinkedIn.
Once you’ve set up the integration, navigate to any contact or company record in HubSpot CRM and you’ll see a brand new card in your left-hand sidebar. Off the bat, you’ll see a slew of useful information pulled directly from LinkedIn. For contacts, you’ll see job title and company, time in role, location, and industry.
For companies, you’ll have a quick glance at industry, size, and location.
In both cases, you can click over to the LinkedIn profile (lead or account). If you’d prefer to stay in HubSpot and avoid opening a new tab, click “View More,” and you’ll be taken to a more detailed view of the profile, within the friendly confines of the HubSpot record.
For contacts, you’ll have access to three additional tabs:
Icebreakers: shared connections, experiences, and interests, plus a link to the lead’s recent activity stream.
Get Introduced: quickly ask a mutual connection for an introduction.
Related Leads: find other leads at the same company, and quickly save them to your Sales Navigator leads list.
For companies, you’ll see:
Recommended Leads: With whom in the organization do you share connections or interests? Connect with them, and start your sales outreach there.
Connections: Who are you already connected with in the organization, that you might reach out to?
News: What’s going on at the company? Have they released a new product recently, or hired a new executive? Use this tab to bring context to your sales outreach.