Lead Creation in CRM from Sales Navigator

Last updated: 4 years ago

Who can use this feature?

Lead creation is available to Salesforce and Microsoft Dynamics 365 Sales users who are on Sales Navigator Advanced Plus edition.

Here's a tip

To use this feature, CRM sync must be enabled.

Lead Creation allows you to add a lead record directly in Salesforce and Microsoft Dynamics 365 sales. With this feature, you can streamline your day-to-day workflows and spend time on key selling activities to boost your productivity.

To add a lead to CRM from Sales Navigator:

  1. Navigate to a lead page from lead search results or a Lead list. 

  2. Click Add to CRM and in the dropdown that appears, click Add new lead.

  3. In the Authenticating with your CRM window, follow CRM permissions and sign in to your CRM for authentication.

    You’ll be logged into your CRM until the token/session expires. 

  4. If a lead is already saved in your CRM, click the More icon to view your CRM match.

  5. Click Add new lead, and in the pop-up box that appears, fill in these fields:

    • Required* – First and last name
    • Optional - Country, job title, email, phone, and company 

    Here's a tip

    If you haven’t saved the lead in Sales Navigator, check the box and select a Lead list to save it to.

  6. Click Add.