Install Embedded Profiles for HubSpot users

Last updated: 1 year ago

Embedded Profiles bring people-powered LinkedIn data into your HubSpot Smart CRM. Adding this data to your CRM takes just a few clicks.

Important to know

As of February 1, 2025, Embedded Profiles are only available with the Advanced Plus plan. Learn more.

Prerequisite

  • Ensure you have the Advanced Plus plan to access Embedded Profiles.

Install options

There are two options depending on your environment.

  1. Steps to install Embedded Profiles
  2. Steps for Sales Navigator Advanced Plus users with CRM Sync enabled

Install Embedded Profiles

Installing Embedded Profiles is the first step to integrate LinkedIn data into your HubSpot Smart CRM. This process allows you to view LinkedIn information directly within your CRM, enhancing your ability to manage customer relationships effectively.

  1. Visit the App Marketplace.

  2. Click Install app in the upper-right corner of the listing.

  3. On the Install your integration dialog box, click Install app.

    Install HubSpot Integration dialog box

  4. After installation, access a Contact or Company record and click Sign in on the Sales Navigator Embedded Profile.

    Embedded Profile

  5. On the separate tab that opens, enter your user credentials and sign in.

    Sign in

  6. To enable the connection, click Allow.

    Allow HubSpot

    The connection is enabled and you can now view LinkedIn data in your HubSpot account.

Sales Navigator Advanced Plus users with CRM Sync enabled

For users with CRM Sync enabled, additional steps are required to authenticate the connection and enable writeback permissions. This ensures a seamless two-way flow of data between LinkedIn and HubSpot, allowing you to create contacts, update data, and log LinkedIn activities in your CRM.

Authenticate your connection

If CRM Sync is turned on for your account (two-way flow of data between LinkedIn and HubSpot), you will have the ability to create contacts in the CRM, update via data validation, and log LinkedIn activities (messages and InMails sent, connection requests sent, Smart Link views, and logging notes) in Sales Navigator with a few clicks. But to do so, you must enable writeback permissions.

Enable writeback permissions

  1. Perform an activity such as log a note or an InMail message, and the system will prompt you to confirm that you want to log activities into Sales Navigator.
  2. Update your system settings to enable a connection between your CRM and Sales Navigator.

To update your settings

  1. Click on your profile picture on the upper-right corner of the screen and click Settings.

  2. Scroll to the bottom of the page to view the CRM Settings section.

  3. Click Connect to CRM.

  4. Click Authorize. This gives Sales Navigator the permission to add activities to the CRM when you ask it to.

  5. In the Authorize HubSpot dialog box, click Connect. This enables the connection between HubSpot and Sales Navigator.

  6. Optional: If at any point, you want to disconnect your CRM, you can return to this page and click Disconnect from CRM.

Embedded Experience for Sales Navigator Advanced Plus users

On Company Records, you will get access to the Embedded Experience: Find Key People in your Embedded Profile when you click View more. This is not dependent on your company’s CRM Sync status. Customers on the Sales Navigator Advanced plan will see Recommended Leads when they visit this page.

Learn more