CRM Integrations

Sales Navigator integrated with your CRM provides a mutual benefit. Read on to understand how Sales Navigator connects to your CRM, the data we rely on, and the ways that data is used.

How We Connect

Sales Navigator connects to your CRM either through a system administrator or service account and relies on bulk APIs by Microsoft Dynamics and Salesforce. For some features, we may also rely on OAuth authentication for users who exist in both your CRM and Sales Navigator. All connections use secure protocols to encrypt data both in transit and at rest.

What data we rely on and how it’s used

To ensure the best experience for users, Sales Navigator downloads the following data from your CRM:

  • Contacts and Leads - used to match CRM leads to people profiles in Sales Navigator
  • Accounts - used to match CRM contacts to companies in Sales Navigator
  • Opportunities - Used to filter Accounts and Contacts to import into Sales Navigator by selecting only those that are related to open Opportunities whose stage is past the stage selected in CRM sync preferences
  • Users and User Roles - Used to map CRM users to Sales Navigator Users and enforce access and visibility. Sales Navigator can inherit the security that you have established in your CRM; enforcing that users cannot see data in Sales Navigator that they would not already have access to in the CRM. This is an important feature that ensures that the right people have the right access.

Imported CRM data is used to quickly sync relevant Accounts, Contacts and Leads. In addition, the imported CRM data is used to improve the relevance of Sales Navigator features on behalf of the end user (ex: lead recommendations, insights and Social Selling Index).

To save your users time, Sales Navigator can write the following data back to your CRM: InMails, Messages, Notes. With your approval, LinkedIn may also use your imported CRM data to analyze and provide you with custom “ROI” reporting. These reports are provided to help you understand the influence LinkedIn/Sales Navigator has on deals in your pipeline, the value of those deals, and how efficiently your sales professionals are able to close them.

IThe imported CRM data is kept confidential for each customer and customers maintain control of their CRM data. CRM integrations can be disabled at any time and CRM data purged from LinkedIn databases. This purging process is accomplished through the user interface by any Admin user.

Supporting documents

Partner Integrations

The Sales Navigator Application Platform (SNAP) is a partner program providing customers with expanded Sales Navigator partner integrations across their sales stack. Each SNAP partner is carefully selected through a rigorous application process, and undergoes a rigorous design review prior to receiving access to Sales Navigator SDKs and APIs. Throughout development, partners are required to use environment-specific credentials, and LinkedIn conducts a code and security review to ensure compliance to standards.

SNAP security requirements focus on how partners access and protect LinkedIn information, including the credentials used to access it. For SNAP Display service integrations, partners just display content within the context of the their product, within a browser. All the information is accessed directly from LinkedIn within the browser, and the partners do not actually get access to the LinkedIn data. For SNAP API Integrations such as those for data sync and BI tools, partners use distinct API keys for data access, and best practice methods are used to enforce the security of LinkedIn information.


Alongside InMail and messaging, PointDrive is a distinctive feature set of Sales Navigator that enhances sales communications and provides insight to buyer engagement. Data within PointDrive is secured in databases with limited and audited access and encrypted at rest, ensuring your private data is never used except for permitted purposes. PointDrive can be easily enabled or disabled by an administrator, and PointDrive users also have a variety of controls to prohibit unauthorized access to their content including: password protection, content expiration, and download restrictions.

Please see here for additional information on PointDrive security

Enterprise Connectivity

Rolling out and managing access to Sales Navigator at scale is made possible through our enterprise integrations. The Sales Navigator platform supports SSO and auto-provisioning capabilities using Employee Data Integration (EDI) to give administrators greater control of application access. Our SSO relies on industry standard SAML 2.0 protocols both for IdP and SP initiated authentication paths. Employee data upload is only permitted over HTTPS and SFTP.  Penetration testing has been performed on SSO integration, the admin portal, and all EDI interfaces (including UI-based CSV upload, SFTP and HTTPS) as well as targeted source code review during development.

See here for more information on SSO/EDI security.


Learn more about industry standard certifications for the LinkedIn platform:


Additional Resources

See the following resource below to learn more about security across the LinkedIn platform:

Additional Resources