Export account and lead information from Sales Navigator

Last updated: 11 months ago

LinkedIn currently doesn’t offer the option to export account and lead information from Sales Navigator into a CSV or XLS file. However, alternative solutions are available if you’re using the Sales Navigator Advanced Plus plan.

Syncing leads and accounts with Salesforce, Microsoft Dynamics, and HubSpot 

If you’re a Sales Navigator Advanced Plus user, you can use CRM Sync to link all of your information regarding leads and accounts between Sales Navigator and your CRM. This integration ensures that information is updated in real time between your CRM and Sales Navigator to maintain consistency and accuracy of data across both platforms.

Embedded Profiles

Embedded Profiles for Salesforce, Microsoft Dynamics, and HubSpot provide Sales Navigator information within your CRM, allowing you to leverage LinkedIn data directly from your CRM interface. This integration enhances the usability and accessibility of LinkedIn data within your existing workflow.

Lead creation in CRM from Sales Navigator

If you’re a Sales Navigator Advanced Plus user, you can add a record or information about a new lead directly to your CRM from a Sales Navigator lead page. This functionality streamlines the process of updating your CRM with new leads, ensuring that your sales data is always current.

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