LinkedIn Integration Guide

With the LinkedIn and Salesforce integration, sales teams can now harness the combined power of LinkedIn Sales Navigator — where they’re already tracking other sales activity — and Salesforce.

With this integration you can:

  • Target buyers and companies that are right for your products and services
  • Understand the buyer’s value by the information provided in their social profile
  • Engage buyers with personalized information for your outreach
  • Save reps’ time by ensuring that every sales outreach is personalized and properly captured in Salesforce

Options for Integrating LinkedIn with Salesforce

Editions: LinkedIn for Salesforce requires a Professional, Enterprise, Unlimited, Developer, or Performance edition of Salesforce.

LinkedIn Integration with AppExchange

LinkedIn’s Sales Navigator for Salesforce will create a seamless sales prospecting experience for your reps. Now reps can automatically import from Sales Navigator any accounts, contacts, and lead records that your team is actively working on. The AppExchange integration allows your reps to log Sales Navigator activities directly into Salesforce. This includes:

  • Automatically logging InMail Messages and notes in Salesforce
  • Automatically importing CRM Contact and Account Records from Open Opportunities in Salesforce into Sales Navigator for more personalized outreach during an active deal cycle
  • Installing a CRM Widget into Salesforce that allows your reps to view LinkedIn information right in the Lead and Contact Record.
  • Please read these Instructions for configuring the LinkedIn Sales Navigator and AppExchange plug-in before installation.

Native Integrations/APIs

Syncing between Salesforce in Sales Navigator will automatically import essential data associated with Open Opportunities from your Salesforce account to LinkedIn. This includes:

  • Account and Contact records associated with any Open Opportunities, which are imported right into Sales Navigator
  • Leads assigned to specific users on Salesforce, imported directly into Sales Navigator and mapped directly to the same user account
  • Finally, Sales Navigator will surface “suggested leads” based on the information synced with Salesforce CRM data and combined with LinkedIn’s own data science and algorithms.

Third-Party Integrations

  • Zapier is a powerful tool for integrating nearly any online service with another online service. It can be used to integrate multiple systems using powerful rules and filters. Check out the LinkedIn to Salesforce integrations available for your company.
  • You can connect social data such as LinkedIn to your CRM using the Workato integration.

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