I am trying to find away to update Sales Navigator account lists based on when a company becomes a client in HubSpot, or when a company enters our pipeline. Is this possible - has anyone done this before?
I want to do this so that when I run a lead search by job title, I can filter out our existing clients and those we’re already speaking to. I can do an initial CSV upload, but companies come in and out of the pipeline all the time so I’m trying to find a way to solve for this.
As I understand it, you would like to use HubSpot's with LinkedIn Sales Navigator to view LinkedIn insights on your HubSpot contact and company records. If that's the case, then you can use this integration.
Here you will find everything you need to know about it, how it can help you with your goal, and the installation steps.
If this isn't what you're looking for, please share an example, screenshots, details, or any additional information that could help me better understand your objective.