Sales Navigator is a great LinkedIn tool for salespeople. It allows you to find and connect with potential customers and provides useful information about them. But what about integrating Sales Navigator with Zoho CRM? Fortunately, LinkedIn Sales Navigator does integrate with Zoho CRM, making it easier to track and manage sales leads. Once you connect your LinkedIn and Zoho CRM accounts, you’ll be able to view your Sales Navigator leads and contacts directly in Zoho.
Integrating LinkedIn Sales Navigator with Zoho CRM.
Sales Navigator is a tool designed to help marketers find and connect with potential customers on LinkedIn. It’s a paid subscription service that provides access to several features, including the ability to see who has viewed your profile, send InMail messages, and get access to advanced search filters.
Zoho CRM is a customer relationship management software that helps businesses manage their customer data, sales, and marketing. It’s a cloud-based solution that offers a number of features, including contact management, lead management, and opportunity management.
Here is how you can connect the Sales Navigator account with Zoho CRM.
The Prerequisite
Before integration, you need to ensure that you have the subscription to the following
- LinkedIn Sales Navigator Advanced or Advanced Plus. If you have a Core plan, you will need to upgrade to use this feature.
- For Zoho CRM make sure that you have access to the Administrator profile.
Step by Step guide to Add Sales Navigator to LinkedIn
- Log in to Zoho and go Setup > Marketplace > All
- You will see a list of extensions, find or search LinkedIn Sales Navigator and click Activate
- In the Sales Navigator Page, allow the administrative position to Zoho CRM and click Save
- Once done you will be able to see data from Sales Navigator including contacts, accounts, and emails.
By integrating Sales Navigator with Zoho CRM, businesses can get the most out of both tools. Sales Navigator can provide insights into potential customers, and Zoho CRM can help businesses to manage their sales processes and customer data.
Sending LinkedIn InMail directly from Zoho CRM
Sending LinkedIn InMail directly from Zoho CRM is a quick and easy way to connect with potential customers and business contacts. Here is how you can do it without leaving Zoho.
- In the contacts, click the lead you wish to send an InMail. Make sure that the lead is connected through Sales Navigator.
- After finding the lead click on the profile.
- Select more ellipses ( … ) icon and from the dropdown menu click “Message”
- A new popup window will open. Here you can compose the InMail message to send to your contact. Make sure that you follow the best practices when sending a message so there are higher chances of receiving a reply.
- Once done, click ‘Send’.
Benefits of integrating Sales Navigator with Zoho CRM
Sales Navigator is a powerful sales tool that can help you find and connect with potential customers. When integrated with Zoho CRM, it can provide you with valuable insights into your sales pipeline and help you close more deals.
Some of the benefits of integrating Sales Navigator with Zoho CRM include:
Having all your sales data in one place
By integrating Sales Navigator with Zoho CRM, you can keep all your sales data in one place, making it easy to keep track of your leads, and contacts. You can also see how your sales pipeline is progressing and identify any potential bottlenecks.
Gaining insights into your customers
Sales Navigator can provide you with valuable information about your potential customers, such as their purchase history and contact information. With this information, you can better understand your customers’ needs and preferences and create targeted sales campaigns.
Stay Up to date on Prospects.
Sales Navigator is a powerful tool that can be integrated with Zoho CRM to help marketers stay up to date on their prospects. When the two programs are integrated, Sales Navigator will automatically update the information in Zoho CRM whenever there is a change in a prospect’s contact information or status.
Increase productivity and efficiency
Integrating Sales Navigator with Zoho CRM helps increase the productivity and efficiency of the sales team. It allows businesses to automate various tasks and processes, such as lead capture, contact management, and deal tracking. Automation can also help businesses free up time for their employees to focus on more strategic tasks. In addition, it helps improve customer service by ensuring that tasks are completed accurately and in a timely manner.
Related Questions
Can Zoho integrate with LinkedIn?
Zoho offers a LinkedIn integration extension that allows users to import LinkedIn leads and profile information into the Zoho account. The extension is free to install but you need a subscription of either Advance or Advanced plus a plan of Sales Navigator.
Can you send LinkedIn InMail from Zoho?
Yes, you can. To do this, simply open the Zoho app and go to the Contacts tab. Then, search for the LinkedIn lead you wish to send an InMail. Click the prospects profile and select ellipses ( … ) and from the dropdown menu choose ‘Message’. Compose your message and hit send.
Key Takeaway
Yes, Linkedin Sales Navigator does integrate with Zoho CRM and the integration can be a valuable tool for sales teams using both platforms to optimize their workflow. It can help provide sales teams with more insights into their customers and prospects. However, it’s important to note that there may be some limitations to what data can be shared between the two systems.
