LinkedIn Sales Navigator Salesforce integrationProspecting on LinkedIn and pipeline in Salesforce, kept in step
Your reps find and work prospects in Sales Navigator, and the pipeline lives in Salesforce. LinkedIn offers its own CRM Sync for Salesforce on the Advanced Plus plan. We set it up, decide what writes back to Salesforce, and add what LinkedIn leaves to you: a source on every lead, duplicate rules that hold and reports on what prospecting brings in.
- LinkedIn's CRM Sync for Salesforce set up on Advanced Plus
- Selected Sales Navigator activity written back to Salesforce
- LinkedIn sourced leads tagged and matched before they are created
900+ integrations completed · Salesforce partner · We sign BAAs
- • Activity
- • New leads
- • Accounts
- • Contacts and leads
Prospecting that does not reach the CRM
Without the integration, reps build lists and send messages in Sales Navigator while Salesforce has no record of it. Managers cannot see the outreach, the same person is added twice by two reps, and nobody can say how much pipeline came from LinkedIn.
What it does
What the LinkedIn Sales Navigator Salesforce integration handles
CRM Sync setup
LinkedIn's CRM Sync connected to your Salesforce org, so the accounts, contacts and leads each rep owns show up in Sales Navigator.
Activity writeback
Selected Sales Navigator activity written back to Salesforce where you turn it on, or left off if you only want data in one direction.
Integration user and access
A dedicated integration user with only the permissions the sync needs.
LinkedIn source fields
Lead Source and a source detail field set when a rep creates a lead from a LinkedIn prospect, plus a LinkedIn profile URL field.
Duplicates caught first
Matching and duplicate rules on email and phone, so a prospect already in Salesforce is not created again.
Quick lead creation
A quick action or screen flow that creates the lead with the source filled in, so reps do not skip the fields.
Reports and dashboards
LinkedIn sourced leads, opportunities and revenue on a dashboard next to your other sources.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Sales Navigator to Salesforce.
AimingData that flows
LinkedIn Sales Navigator Salesforce integration: both directions, field by field
- AccountsThe accounts each rep owns, through CRM Sync
- Contacts and leadsBrought in so reps see who they already work with
- ActivitySelected Sales Navigator activity, where writeback is turned on
- New leadsCreated by reps with Lead Source, source detail and LinkedIn URL
See your own LinkedIn Sales Navigator + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
LinkedIn Sales Navigator Salesforce integration: the hard parts, already solved
Plan requirements
LinkedIn offers its CRM integration on Sales Navigator Advanced Plus only, and Salesforce needs an edition with API access. We confirm both before we start.
No bulk profile export
LinkedIn does not offer a bulk export of member profiles, and its terms bar scraping. Leads come over from rep actions and the sync, not by copying LinkedIn.
Existing duplicates
If Salesforce already holds duplicates, they appear on both sides. We clean them up and tighten the rules before go-live.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the LinkedIn Sales Navigator Salesforce integration goes live
- 1
Book a free call
We look at how your reps prospect today, which records they create and what you need to report on.
- 2
Mapping
Which records are created or matched, which fields carry over, who owns them and how duplicates are caught, agreed first.
- 3
Set up and test
The connection configured and tested with real records before your team relies on it.
- 4
Go live and train
Your reps shown the new workflow, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the LinkedIn Sales Navigator Salesforce integration is for
- Sales and business development teams prospecting into Salesforce
- Sales leaders who need to know which prospecting tool brings in pipeline
- Salesforce admins tired of cleaning up duplicate leads from list imports
LinkedIn Sales Navigator Salesforce integration FAQ
Does LinkedIn have a native Salesforce integration?
Yes. LinkedIn offers CRM Sync for Salesforce on the Sales Navigator Advanced Plus plan. We set it up and extend it in Salesforce.
Can Sales Navigator push contacts into Salesforce in bulk?
No. LinkedIn does not offer a bulk export of profiles. Records come into Salesforce through rep actions and the sync, with the source set.
Will this create duplicates?
We set matching and duplicate rules on email and phone first, so a prospect already in Salesforce is matched instead of created again.
Can we report on LinkedIn sourced pipeline?
Yes. With the source fields set on the lead, opportunities and revenue from LinkedIn show on your dashboards.
Have you done this before?
We have loaded prospect lists into Salesforce, connected outside enrichment data to it and tuned duplicate rules, and we have completed 900+ integrations in total.
Are you a Salesforce partner?
Yes. Journeys Through Search is a Salesforce partner.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.