Here you can toggle your settings based on the information you’d like shared between the two platforms. After connecting your CRM, click on Configure Settings. Now it’s time to configure your settings. Choose your CRM (Salesforce) and click Login. To sync your Salesforce CRM connect the CRM to LinkedIn Sales Navigator through Sales Navigator, the configure your sync settings.Ĭonnecting Salesforce to Sales Navigator:Ħ. Two CRMs supported by LinkedIn with syncing capabilities are Salesforce & Microsoft Dynamics. With these programmes, you will only be able to use Embedded Profiles. Some CRMs don’t allow syncing at all such as HubSpot, Oracle CX Sales, Pega, SAP and SugarCRM. Syncing up your CRM Platform will be different depending on your CRM system. Putting all the information together to keep you up to date with messages, contact information and steps you’ve taken. It’s a tool designed to improve efficiency. You can also use the sync to improve the amount of data you see on certain user accounts. CRM Syncing is a way to automatically import data from LinkedIn into your chosen software.
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