Let us now proceed on how to connect LinkedIn and Salesforce before we read about the integration process in more detail:
- First you’ll have to login to your Salesforce account,
- Proceed to the AppExchange and then move to Apps and then Search option
- Type LinkedIn the search box and start downloading the LinkedIn package
- Start the installation process once it is downloaded.
Table of Contents
How do I install LinkedIn on Salesforce?
1 First you’ll have to login to your Salesforce account, 2 Proceed to the AppExchange and then move to Apps and then Search option 3 Type LinkedIn the search box and start downloading the LinkedIn package 4 Start the installation process once it is downloaded. … 5 Confirm the installation process More items…
How does the LinkedIn and Salesforce integration work?
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.
Can You import CRM records from LinkedIn to Salesforce?
Automatically importing CRM Contact and Account Records from Open Opportunities in Salesforce i nto Sales Navigator for more personalized outreach during an active deal cycle. CRM Widget installation into Salesforce that allows your reps to view LinkedIn information right in the Lead and Contact Record.
How to use LinkedIn widgets in Salesforce?
By using widgets within Salesforce, you can pull LinkedIn accounts that share the same email, which then allows you to: See what shared connections you might have with a new prospect so you can get introduced to that person if you’re not already connected.
Can you connect Salesforce to LinkedIn?
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.
How do I access LinkedIn sales Navigator in Salesforce?
In Setup, enter LinkedIn Sales Navigator in the search box. Then click LinkedIn Sales Navigator. In the LinkedIn Sales Navigator Integration tab, turn on the Sales Navigator Integration.
How do I integrate with LinkedIn?
LinkedIn Profile Card Integration Click on the LinkedIn icon. Your Profile Card will show you possible profile matches. Choose one and click Connect. Continue your LinkedIn.com integration by clicking Continue to LinkedIn.
Does LinkedIn Sales Navigator work with Salesforce?
The LinkedIn Sales Navigator for Salesforce application allows you to view LinkedIn information and Sales Navigator insights where you’re already tracking your other sales activity. You can turn your contact records into rich profiles by viewing LinkedIn information directly within Salesforce.
Is LinkedIn Sales Navigator for Salesforce free?
We’re still gathering your accounts. This process takes a few moments. Starting at $125 USD per user per month.
What LinkedIn integrates CRM?
HubSpot: Great choice for businesses looking for an easy-to-use CRM that integrates with LinkedIn. Agile CRM: Solid CRM option for businesses that want free and simple LinkedIn contact searching. Salesforce: Excellent CRM for sales teams that want automation features with a LinkedIn integration.
Is the LinkedIn API free?
The APIs are currently provided for free, but LinkedIn reserves the right to charge for the APIs in the future. If we do charge a fee for use of the APIs or any developer tools and features, you do not have any obligation to continue to use the APIs.
Can you pull data from LinkedIn?
Click the Me icon at the top of your LinkedIn homepage. Select Settings & Privacy from the dropdown. Click the Data Privacy on the left rail. Under the How LinkedIn uses your data section, click Get a copy of your data.
The Different Solutions
There are at least four different options for integrating LinkedIn with Salesforce.
Stepwise Salesforce integration with LinkedIn
Let us now proceed on how to connect LinkedIn and Salesforce before we read about the integration process in more detail:
LinkedIn & Salesforce – Installation Guide
You must have the Administrator rights before you begin with the installation.
Installing the Application
First of all, login to your Salesforce account and head to the AppExchange home page. There, you need to select Apps option from the screen and type LinkedIn in the search box before you see the Salesforce and LinkedIn integration Wizard.
What is Salesforce CRM?
What is Salesforce? Salesforce is the leading CRM Company in the digital age that is able to adapt ever-changing business environments quickly. In the traditional time, CRM systems were not so powerful as social media accounts that were updated by the users themselves frequently.
How long does it take to install LinkedIn?
The installation will take approx. 20 minutes and you have to be patient during the process. You should have a LinkedIn account, if you don’t have any LinkedIn count then Sign up before you begin the installation work. You have to buy LinkedIn Sales navigator or higher plans for your team to enjoy this facility.
Is LinkedIn a marketing tool?
Salesforce & LinkedIn both have a plenty of marketing tools for potential leads generation. These tools are used by the marketing experts concurrently based on the requirements.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
About LinkedIn
LinkedIn is the world’s largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.
What editions of Salesforce is required for LinkedIn?
Editions Required: LinkedIn for Salesforce requires a Professional, Enterprise, Unlimited, Developer, or Performance edition of Salesforce.
Is Salesforce a good lead generation platform?
Leads Generation Costs Minimized: Salesforce & LinkedIn both have plenty of marketing tools for potential leads generation. Both of the platforms will be used together by the marketing experts concurrently based on the requirements to take your business to new heights regardless of how these platforms can be used to your advantage, generating potential leads at low prices is surely a positive move for businesses.
Create your own Integration
Connect LinkedIn and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect LinkedIn and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
Prerequisites
A Salesforce account (Enterprise, Performance, Unlimited, or Developer edition).
Introduction to Salesforce
Salesforce is a widely used platform that specializes in Customer Relationship Management (CRM). It uses Cloud technology to provide Data Automation and Customer Management solutions for businesses. Moreover, Salesforce offers a single platform to monitor and manage data related to your Marketing Campaigns and Leads.
Introduction to LinkedIn Sales Navigator
LinkedIn Sales Navigator provides support to businesses for generating Leads on LinkedIn. It is a unique collection of search capabilities and enhanced visibility that help you in connecting with the right target audience. It makes it easy for you to find Leads and connect with your target audience in just a few clicks.
Steps to Set Up the LinkedIn Sales Navigator Salesforce Integration
Combining the LinkedIn Sales Navigator with your Salesforce Account enables you to explore LinkedIn Leads, Accounts, Opportunities, etc. Moreover, you have access to other LinkedIn features directly through your Salesforce account. The following steps can be used to set up the LinkedIn Sales Navigator Salesforce Integration:
Benefits of LinkedIn Sales Navigator Salesforce Integration
Your Sales Team can experience the following benefits by setting up the LinkedIn Sales Navigator Salesforce Integration:
Conclusion
The article introduced Salesforce and LinkedIn Sales Navigator applications and described their key features. It also provided a step-by-step guide using which you can set up your LinkedIn Sales Navigator Salesforce Integration.
1. Use LinkedIn Sales Navigator widgets within Salesforce to find connections and personalize outreach
With the AppExchange integration, you can log your LinkedIn Sales Navigator activities directly into Salesforce, syncing the world’s largest professional network to your CRM.
2. Set up LinkedIn Data Validation to flag contacts leaving a company
With LinkedIn Data Validation, you can leverage your network even further, especially once you factor in CRM Sync and its ability to flag out-of-date contacts in Salesforce. It works like this.
3. Create contacts from Sales Navigator to push back to Salesforce
Viewable as a widget within your CRM, Sales Navigator can be synced to exchange important information, including new leads and accounts, and keep data moving forward with Salesforce.
