LinkedIn Sales Navigator

LinkedIn Sales Navigator for Zoho CRM

Install the LinkedIn Sales Navigator extension for Zoho CRM to find your prospects on LinkedIn and connect with them right from Zoho CRM.

Sales Navigator is a tool that offers sales people excellent insight into the professional lives of their customers. You can ascertain the quality of leads by looking at their business profiles and following their status updates. Therefore, finding the right leads and converting them becomes easy.

This becomes a whole lot easier when you integrate Sales Navigator with Zoho CRM, as you can reach out to a prospect on LinkedIn without having to switch windows. This way, you can connect with people on LinkedIn, reach out to them, follow their updates and explore their network - all directly from Zoho CRM where you have their sales information as well. 

By installing the LinkedIn Sales Navigator extension for Zoho CRM, you can

  • View the LinkedIn Sales Navigator related list in the Details page of leads, contacts, accounts and deals. The related list displays the profiles of your prospects as widgets.
  • View the LinkedIn Sales Navigator widgets in the SalesInbox (Emails) tab, contextually.
  • Push CRM leads, contacts and accounts to Sales Navigator in order to follow up with them on LinkedIn.
  • Stay updated on your customers' professional activities on LinkedIn.
  • Generate further leads by exploring your customers' professional network and connections.

 

Install the LinkedIn Sales Navigator extension for Zoho CRM

Availability


 

Profile Permission Required: Administrator
Available in:

  • Zoho CRM Professional and above
  • LinkedIn Sales Navigator paid editions (Team and Enterprise).

To install LinkedIn Sales Navigator extension in Zoho CRM

  1. Click Settings > Setup > Marketplace > All.
  2. Under All Extensions, browse for LinkedIn Sales Navigator.
  3. In the Sales Navigator page, click Activate.
    Note that you need to be part of a Team or Enterprise Edition of LinkedIn Sales Navigator to activate this extension. 
  4. In the LinkedIn Sales Navigator page, set Permissions for Zoho CRM Users as required.
  5. Click Save.

    Users with access to this integration will see a LinkedIn Sales Navigator related list in the Details page of leads, contacts, accounts and deals as well as alongside emails in the SalesInbox tab.

Note

  • Activation
    A user with Administrative privileges can activate the Sales Navigator extension.
  • Usage
    A user's access to this extension is set by the Administrator.

Push Zoho CRM records to LinkedIn Sales Navigator

On activating LinkedIn Sales Navigator for Zoho CRM, you can push leads, contacts and accounts to your Sales Navigator account and explore further about your customers' professional circles and activity on LinkedIn.

This also opens up new avenues to generate further leads by exploring your customers' connections on LinkedIn.

Learn more: LinkedIn Sales Navigator Help

To push leads from Zoho CRM to Sales Navigator

  1. Click the desired lead in your Zoho CRM account.
  2. Scroll down to the LinkedIn Sales Navigator related list.
    The matching profile of the person and company are displayed as widgets.
  3. On the person's profile, you can do the following actions:
    • If the profile is that of the correct person, click Save as Lead on the person's profile.

      This CRM lead will now instantly be saved to your LinkedIn Sales Navigator account as a LinkedIn lead. From then on, you can follow up on the lead in LinkedIn.
    • If the displayed lead/contact is NOT the right person you are looking for, simply click More > Not the right person.
      • In the ensuing form, enter the First Name, Last Name, Current Company and Current Title to search for the right person.

        Potential matches are displayed.
      • Click Match on the right profile.
        Now the new profile is mapped to your lead.
      • Click Save as Lead on this new profile to send the lead to Sales Navigator.
    • Click Send InMail if you wish to get in touch with them. This will take you to Sales Navigator's Inbox, where you can compose and send your InMail.
    • Click Connect to send them a LinkedIn invitation from Zoho CRM.
      If you are already connected on LinkedIn, you can send them a Message.
       

Note

  • Note that the procedure mentioned above for leads is applicable for accounts, contacts and deals as well.

Data mapping between Zoho CRM and LinkedIn Sales Navigator

Zoho CRM LinkedIn Sales Navigator
LeadsSaved as Leads
ContactsSaved as Leads
AccountsSaved as Accounts

View Sales Navigator widget in the SalesInbox tab

In addition to the Record's Details page, you can view the LinkedIn Sales Navigator widget contextually, alongside the customers' emails in the SalesInbox tab. This helps you get a fair picture of their professional activity and background, which in turn helps you make a better pitch during your email conversations with them. Besides drawing an insight into their professional activity, you can save them as leads in Sales Navigator to follow up with them on LinkedIn.

To view the Sales Navigator information in the SalesInbox tab contextually

  1. Click the SalesInbox tab.
  2. Click the required email. In the Email Detail page, on the right pane, click the LinkedIn link.
    The window flips to reveal the LinkedIn Sales Navigator widget.

    From here, you can save the email sender as a lead in Sales Navigator by clicking Save as Lead.

In addition to saving the sender as a lead in Sales Navigator, you can view their LinkedIn activity right inside the widget.

See also: Pushing Zoho CRM records to LinkedIn Sales Navigator

Uninstall LinkedIn Sales Navigator Extension

To uninstall the LinkedIn Sales Navigator extension for Zoho CRM

  1. Click Settings > Setup > Marketplace > All.
  2. Under the LinkedIn Sales Navigator section, click Uninstall.

    You will no longer see the LinkedIn Sales Navigator related list in the Details page of leads, contacts, accounts and deals.

Note

  • On deactivation, you can no longer push Zoho CRM records to LinkedIn Sales Navigator.
  • However, records already pushed to Sales Navigator remain intact.

Related Topics

Social CRM | Social Tab

Share this post :

FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocrm.com