Manage CRM Sync with Sales Navigator

Last updated: 2 months ago

Learn how to manage CRM Sync with Sales Navigator, including connecting your CRM, enabling sync features, and configuring settings. You can only sync one instance of Salesforce per Sales Navigator contract. Data is synced daily, once per day.

Here's a tip

If you’re syncing your CRM with Sales Navigator for the first time, refer to the guides for HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce. Learn more.

Prerequisite

Ensure you have completed the following steps and have the necessary permissions.

  1. Sign in to Sales Navigator.

  2. Click Admin in the top menu.

  3. Click Admin Settings in the top menu.

  4. Click Production or Sandbox below CRM in the left menu.

  5. Select your CRM and then click Log In.

To manage your CRM Sync with Sales Navigator:

  1. Connect your CRM:

    1. If you’re connecting your CRM for the first time, read through the benefits of CRM Sync to Sales Navigator.
    2. Click Start to be guided through the connection process.

  2. View synced CRM:

    1. If you’ve already completed the connection, you’ll directly view your synced CRM and the last synced date.

  3. During the initial CRM connection, enable the following sync functionalities to configure CRM Sync Settings and Writeback:

    1. Auto-save leads, contacts, and accounts - Determine whether users' accounts, leads, and contacts that are mapped to in CRM will be automatically saved to an auto-generated list in Sales Navigator.
    2. Validate CRM Data - Ensure your CRM contacts aren’t out of date. To enable Data Validation, install the Salesforce app. This feature is available only to Sales Navigator Advanced Plus users.
    3. Create Contacts - Enable contact creation directly in your CRM. You can also enable bulk contact creation from a Relationship Map and specify if an email address is required while creating a contact from Sales Navigator.
    4. Update Contacts - Allow contacts in your CRM to be updated from Sales Navigator. You can also enable bulk contact creation from a Relationship Map and specify if an email address is required while updating a contact from Sales Navigator.
    5. Create Leads - Enable lead creation in your CRM. You can also enable bulk lead creation from a Relationship Map by selecting the Bulk create leads option.
    6. Update Leads - Allow leads in your CRM to be updated from Sales Navigator. You can also enable updating lead information in bulk from a Relationship Map by selecting the Bulk update leads option.
    7. Log Smart Links - Create Smart Links and save Smart Link views in your CRM.
    8. Log Messages and InMails - Log messages and InMails exchanged with leads in your CRM. You can also enable automatic logging of InMails and messages to the CRM by selecting the Mandate Log on all Messages and InMails checkbox.
    9. Log calls - Log calls with contacts in the CRM.
    10. Log Connection Request - Log connection requests sent to leads in the CRM.
    11. Log notes - Log notes in the CRM.
    12. Restricted data mode – Select Yes to restrict viewing opportunity data in Sales Navigator. The view permissions for an opportunity are set within the CRM. This option enables a greater level of privacy of sensitive information. You can also configure ROI reporting and enable other features like Embedded Profiles and data validation from the Admin Settings page.

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