This purging process is accomplished through the user interface by any Admin user. CRM integrations can be disabled at any time and CRM data purged from LinkedIn databases. IThe imported CRM data is kept confidential for each customer and customers maintain control of their CRM data. 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. With your approval, LinkedIn may also use your imported CRM data to analyze and provide you with custom “ROI” reporting. To save your users time, Sales Navigator can write the following data back to your CRM: InMails, Messages, Notes. 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). Imported CRM data is used to quickly sync relevant Accounts, Contacts and Leads. This is an important feature that ensures that the right people have the right access. 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.

Users and User Roles - Used to map CRM users to Sales Navigator Users and enforce access and visibility.

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.

Accounts - used to match CRM contacts to companies in Sales Navigator.

Contacts and Leads - used to match CRM leads to people profiles in Sales Navigator.

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

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

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

Cancelling linkedin sales navigator