Contact creation in Sales Navigator

Last updated: 7 months ago

You can use contact creation to create a contact record in HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce from a Sales Navigator Lead Page or Lead List. To enable sync with a CRM and its features, the profile used must have at least read-only access to all Lead objects (lead pages and lead lists) within contact creation. To allow contact creation, read and write access must be enabled for all the standard supported fields at the user level.

Who can use this feature?

To use the contact creation feature, you must be using Sales Navigator Advanced Plus with CRM Sync enabled.

Users must associate a contact record to an account record in their CRM. With contact creation, users can maintain productivity without having to leave their workflow to add contacts to the CRM.

Standard supported fields for HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce include:

  • Account

  • Opportunity

  • Stakeholder Role

  • First Name (pre-populated from Sales Navigator)

  • Last Name (pre-populated from Sales Navigator)

  • Job Title (pre-populated from Sales Navigator)

  • Country (pre-populated from Sales Navigator)

  • Email 

  • Phone Number

  • Contact Owner

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