How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
Hello,
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.
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
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 LinkedInSalesNavigator, 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 SalesNavigator 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.
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
How about the other way. Anyone have any experience of syncing HubSpot contacts across to Sales Navigator so we can run Dux Soup to send a personal connection request? We know we can upload lists into LinkedIn and send them the generic connection request but we prefer not to do that. We get better results by sending a "personal" message introducing ourselves and why we want to connect, albeit an automated message.
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
Will there be future expanded upon integration between HubSpot and Sales Navigator, where the two will speak to each other? For SalesForce and MS Dynamics, the ability to add leads directly to your CRM from Sales Navigator is available, along with other feature integrations.
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
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 LinkedInSalesNavigator, 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 SalesNavigator 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.
If you click on apps>connect an app, do you see the "recommended" filter being applied? If you "x" out of the recommended filtering, are you able to search for and see the Linkedin integration?
If you are still stuck, can you please share screenshots of what you are seeing and where you are getting stuck?
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
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 LinkedInSalesNavigator, 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 SalesNavigator 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.
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
I went to integrations>apps in Hubspot, searched and found LinkedIn Sales Navigator, requested that Hubspot connect to Sales Navigator, and now HubSpot says it is connected.
However, nothing has changed in my contacts. Also, I was never asked to authenticate the connection. How do I get this to work?
How to sync LinkedIn Sales Navigator to Hubspot CRM
SOLVE
Hi, I'm new to Hubspot (free edition for the moment) and I'm toying around with it. Seems great, only the LinkedIn Sales Navigator integration doesn't seem to work (when I click on it, I get an error telling me to reload the page and try again; to no avail). Is it that it's not in the free version?