Techila
Techila/Integrations/Salesforce Sales Navigator CRM Sync setup.
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[ Data ]LinkedIn CRM SyncAdvanced Plus

Salesforce
LinkedIn Sales Navigator CRM Sync setup.

How LinkedIn Sales Navigator's CRM Sync works with Salesforce, which plan and editions it needs, and what it writes back.

Request an integration map →Download the spec sheet →

The Salesforce LinkedIn integration for sales teams is CRM Sync in LinkedIn Sales Navigator. It imports the Salesforce accounts, contacts and leads your team works into Sales Navigator and can log Sales Navigator activity, such as InMails, messages and notes, back to Salesforce. LinkedIn says it is only available on Sales Navigator Advanced Plus.

[ How it works ]

Which Salesforce editions work with Sales Navigator CRM Sync?

LinkedIn lists Professional, Enterprise, Performance, Unlimited and Developer editions. Enterprise, Unlimited, Developer and Performance have API access by default; Professional does not, so it needs API access added.

[ The connector ]

Prospects on LinkedIn. Records in Salesforce.

Techila Global Services is a Salesforce Summit partner. We help sales operations teams prepare Salesforce for Sales Navigator CRM Sync: the connecting user's permissions, the Sales Navigator app package, page layouts and testing in a sandbox.

We also check that user emails match across both systems, so seats sync and activity lands on the right records.

Weighing all the LinkedIn options, including Lead Gen Forms? Read the Salesforce LinkedIn integration guide.

What does Sales Navigator sync with Salesforce?

Sales Navigator CRM Sync features for Salesforce, from LinkedIn's help pages
FeatureDirectionWhat LinkedIn says
Salesforce ImportSalesforce to Sales NavigatorPulls the accounts, contacts and leads your team works; data is synced daily, once per day
Auto-saveWithin Sales NavigatorAccounts, leads and contacts mapped in the CRM can be saved to an auto-generated list
Activity WritebackSales Navigator to SalesforceLogs notes, InMails, messages and mobile phone calls to the CRM; needs user authentication only
Data ValidationSales Navigator to SalesforceCompares CRM contacts with LinkedIn and returns a Not At Company value when a contact appears to have left; needs the Sales Navigator for Salesforce app

What moves between Salesforce and Sales Navigator?

Salesforcevia CRM SyncSales Navigator
  • Accounts, contacts and leads (from Salesforce to Sales Navigator)
  • InMails, messages, notes, calls (from Sales Navigator to Salesforce)
  • Data Validation: Not At Company (from Sales Navigator to Salesforce)
Shows the flows LinkedIn's Sales Navigator help pages describe for CRM Sync with Salesforce (read 10 November 2026). All need Sales Navigator Advanced Plus.

LinkedIn says the Salesforce Import feature is strictly used to pull data into Sales Navigator and writes nothing back. Writeback and Data Validation are separate features you turn on.

What do you need before turning on CRM Sync?

  • Sales Navigator Advanced Plus. LinkedIn says CRM integration is only available on this plan.
  • A Salesforce edition with API access: Professional, Enterprise, Performance, Unlimited or Developer. Professional does not have API access by default.
  • One Salesforce org per contract. LinkedIn says you can only sync one instance of Salesforce per Sales Navigator contract.
  • Object access for the connecting profile: Account, Contact, Lead, Opportunity, Opportunity Role, Task, User and User Role, with all their fields visible. Updating contacts and leads also needs write access to those records.
  • Production or Sandbox. Admins pick either under CRM in Sales Navigator Admin Settings, so you can test first.

Is Sales Navigator CRM Sync enough on its own?

LinkedIn and Salesforce integration options compared
OptionWhat it coversLimits
CRM Sync (Advanced Plus)Import of accounts, contacts and leads; activity writeback; Data Validation with the appAdvanced Plus only; one Salesforce org per contract; daily import
CRM Sync plus Salesforce automationFollow-up tasks, alerts or reports built on logged activity and Not At Company valuesBuilt and maintained in your org
Custom API workRequirements outside what LinkedIn documents for CRM SyncYou own the build, mapping and monitoring

Our Salesforce integration services cover CRM Sync set-up and the automation around it. See all connector pages, or book a discovery call.

[ Architecture ]

How does Sales Navigator connect to Salesforce?

How data moves between the two systems.

Salesforce

Accounts, contacts, leads
↓

CRM Sync

Daily import · activity writeback
↓

Sales Navigator

Saved accounts and leads

[ What's included ]

What does Techila set up for Sales Navigator and Salesforce?

What the integration work covers.

/01
Connecting profile
A Salesforce profile with the objects and fields LinkedIn lists.
/02
App package and layouts
The Sales Navigator for Salesforce app installed for all users and placed on layouts.
/03
Sandbox test
CRM Sync tested against a sandbox before production.
/04
Email matching
User emails aligned across both systems so seats sync.
/05
Follow-up automation
Salesforce tasks or alerts driven by writeback and Data Validation results.

[ FAQ ]

Frequently asked questions.

What architects ask before commissioning a Techila integration.

Sources

Last reviewed:

  1. LinkedIn Help, Integration between Sales Navigator and your CRM: Overview (read 10 November 2026)
  2. LinkedIn Help, Turn the Salesforce Sync for Sales Navigator On and Off (read 10 November 2026)
  3. LinkedIn Help, Sales Navigator Admin Settings for CRM (read 10 November 2026)
  4. LinkedIn Help, Sales Navigator CRM Sync Permissions (read 10 November 2026)
  5. LinkedIn Help, Sales Navigator Data Validation: Overview (read 10 November 2026)
  6. LinkedIn Sales Solutions, Sales Navigator CRM Sync for Salesforce Users (read 10 November 2026)

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