Tagged in “HubSpot and Sales Navigator”

11 articles
  • Contact creation in Sales Navigator

    Salesforce and Sales Navigator, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator

    You can use contact creation to create a contact record in HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce from a Sales Navigator Lead Page or Lead List. To enable sync with a CRM and its features, the profile used must have at least…

  • Find Key People in CRM Embedded Experiences

    Salesforce and Sales Navigator, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator

    With the Find Key People in CRM Embedded Experiences feature, you can uncover the right path in and discover hidden allies to save time prospecting directly within your CRM. You have more control over pinpointing leads that more closely match your…

  • Access CRM Embedded Experiences

    Salesforce and Sales Navigator, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator

    CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

  • Install the Sales Navigator app package for your CRM

    Admin, Salesforce and Sales Navigator, Sync your CRM, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator

    To embed Sales Navigator’s impactful data, insights, and features directly into your CRM, your CRM admin will need to install the app package for Sales Navigator if you're on Salesforce or Microsoft Dynamics. After the app package is installed, you…

  • Integration between Sales Navigator and your CRM

    Sync your CRM, HubSpot and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Salesforce and Sales Navigator

    Sales Navigator integrates seamlessly with your CRM, enhancing your team's daily sales and relationship workflow, and offering embedded profiles and CRM sync capabilities to enhance your CRM experience. Sales Navigator is available both as a…

  • Install Embedded Profiles for HubSpot users

    HubSpot and Sales Navigator

    Embedded Profiles bring people-powered LinkedIn data into your HubSpot Smart CRM. Adding this data to your CRM takes just a few clicks. PrerequisiteEnsure you have the Advanced Plus plan to access Embedded Profiles. Install options There are two…

  • Modify Sales Navigator widget location in HubSpot

    HubSpot and Sales Navigator

    To access CRM Embedded Experiences, you will need to install the Sales Navigator app from the app marketplace. CRM Admins do not need to install anything for users to be able to access Embedded Experiences for HubSpot. Instead, each user will need…

  • Enable CRM Embedded Experiences on HubSpot

    HubSpot and Sales Navigator

    CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their…

  • HubSpot's Smart CRM Integration for Sales Navigator

    HubSpot and Sales Navigator and Sync your CRM

    HubSpot's Smart CRM Integration for Sales Navigator unlocks additional workflows and efficiencies of Sales Navigator, allowing sellers to sell smarter and be more productive. This integration is designed to seamlessly connect HubSpot and Sales…

  • Troubleshoot errors when syncing HubSpot's Smart CRM with Sales Navigator

    Business Manager , Reporting, HubSpot and Sales Navigator, and Sync your CRM

    If you're receiving a “Failed to establish connection” error while trying to sync your HubSpot’s Smart CRM account to your Sales Navigator account, it could be related to having your LinkedIn Business Manager already synced.  HubSpot allows…

  • CRM Sync for HubSpot's Smart CRM Enablement Guide

    Sync your CRM and HubSpot and Sales Navigator

    HubSpot's Smart CRM Integration for Sales Navigator unlocks additional workflows and efficiencies of Sales Navigator, allowing sellers to sell smarter and be more productive. This integration is designed to seamlessly connect HubSpot and Sales…