Complete CRM Sync user authentication in Sales Navigator

Last updated: 2 months ago

Complete your CRM Sync user authentication to access activity writeback, create leads and contacts, and view CRM insights in Sales Navigator.

Important to know

CRM Sync is a Sales Navigator Advanced Plus feature. This article is for Sales Navigator users; it doesn’t apply to Sales Navigator admins.

CRM authentication connects your Sales Navigator subscription to your CRM account. This ensures that any activity you perform, for example, sending InMail, creating contacts, or updating records, can write back to your CRM (Salesforce, Microsoft Dynamics 365, HubSpot, or Oracle Sales) depending on what your admin has enabled. You’ll typically be prompted to authenticate the first time you use a CRM-related feature, such as saving a CRM lead or attempting activity writeback.

Prerequisites

Before you begin:

  • Your admin must have CRM Sync enabled for your Sales Navigator user account.
  • You must already have a CRM user account with permissions to update records.

To complete your CRM Sync user authentication:

  1. Sign in to Sales Navigator.

  2. Click your photo in the upper-right corner of the page and select Settings from the dropdown menu.

  3. In the left pane, click Privacy and data. Scroll down and below CRM settings, click Connect to CRM.

  4. When redirected to your CRM’s sign in page, enter your CRM credentials.

  5. Optional: If SSO is enabled for your Salesforce CRM, you’ll need to sign in with the Use Custom Domain option. Click the Use Custom Domain button, enter your domain name details, and click Continue to connect. You’ll be redirected to the Salesforce SSO provider to complete your login. 

    Note: To find your domain name, check the URL in your CRM as shown in the following image.

    URL

  6. Return to Sales Navigator. You’ll see a message that confirms your CRM authentication is complete.

  7. Optional: You can test authentication by:

    • Saving a CRM lead or contact.
    • Attempting activity writeback. For example, sending an InMail and confirming that your CRM has recorded your message.
    • Creating a contact from a lead page.

If authentication is successful, the action completes without an error, and the update appears in your CRM.

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