---
title: "Sales Navigator CRM Integration: The Full Workflow"
description: "Sales Navigator CRM sync needs Advanced Plus and covers 4 CRMs. See what it really does, plus the export, enrich and import workflow. Free plan included."
canonical: "https://derrick-app.com/linkedin/sales-navigator/crm-integration"
category: "LinkedIn Sales Navigator"
updated: "2026-07-30"
---

# Sales Navigator CRM Integration: How to Get Your Leads Into Your CRM

> Sales Navigator's native CRM integration requires the Advanced Plus plan and fully supports only Salesforce, HubSpot, Microsoft Dynamics 365 and Oracle Sales. It is built to add LinkedIn context to records you already hold, not to export a new prospecting list. For every other team, the reliable route is to import your saved lead list into Google Sheets, enrich it with the fields your CRM needs, dedupe in two passes, then import through your CRM's own spreadsheet import or an automation platform.

*Canonical: https://derrick-app.com/linkedin/sales-navigator/crm-integration* · *LinkedIn Sales Navigator*

---

There is no export button in Sales Navigator, and the official CRM connection is locked behind LinkedIn's top tier. Here is what the native integration covers, and the workflow that gets your leads into any CRM without it.

Sales Navigator is where a lot of B2B pipeline starts, and your CRM is where it has to end up. Between the two sits a gap that surprises most teams the first time they hit it: there is no export button, and the official **Sales Navigator CRM** connection is locked behind LinkedIn's most expensive plan. If you are on Core or Advanced, the leads you carefully filtered stay inside LinkedIn until you move them yourself.

This guide covers both situations. First, what LinkedIn's native integration actually does, which CRMs it covers and who is allowed to turn it on. Then the workflow that works for everyone else: pulling your saved list into a spreadsheet, enriching it with the contact data your CRM needs, mapping the fields properly and importing without creating a pile of duplicates. By the end you will have a repeatable route from a saved search to clean CRM records.

## Why Sales Navigator and your CRM do not talk by default

Sales Navigator was designed as a research surface. It shows you people, accounts and activity, and it is deliberately good at keeping that data inside LinkedIn. There is no CSV download, no bulk copy, and the saved lead lists you build cannot be handed to another system in one click.

Your CRM has the opposite job. It is a system of record, and it only becomes useful once every prospect exists as a structured row with an owner, a stage and a way to contact them. A LinkedIn profile URL alone does not fill that role. Nobody sends a sequence to a profile URL.

So the gap is not a bug, it is a business decision on LinkedIn's side. The consequence for you is practical: unless you pay for the top tier, moving prospects from research into your pipeline is a workflow you have to build, not a setting you switch on. Most teams discover this after they have already built a territory of saved lists.

The good news is that the workflow is short once you know the steps, and it gives you something the native sync does not: full control over what gets enriched, what gets deduped and what actually lands in your CRM.

## What the native Sales Navigator CRM integration actually does

LinkedIn does offer a real integration, and it is worth knowing precisely what it covers before you decide whether to pay for it. According to LinkedIn's own documentation, the integration has three components.

**CRM Sync.** This automatically imports the accounts and contacts affiliated with every individual already in your CRM, so Sales Navigator knows which accounts you are already working. It is a read of your CRM into LinkedIn, not a way to get LinkedIn data out in bulk.

**Activity writeback.** Optionally, the sync can write selected Sales Navigator activity back into your CRM, so InMails and messages show up alongside your other touchpoints. LinkedIn also lets you import accounts and contacts *without* turning writeback on, which is the setting most privacy-conscious teams pick.

**Embedded profiles and embedded experiences.** These put a Sales Navigator panel directly inside the CRM record, so a rep can see LinkedIn context without switching tabs.

Notice what is missing from that list. The native integration is built to enrich your *existing* CRM records with LinkedIn context. It is not a bulk export of a new prospecting list. If you just built a fresh Sales Navigator search of 400 accounts you have never contacted, CRM Sync will not put those 400 accounts in your CRM. That is a different job, and it is the one covered further down this guide.

## Which CRMs are supported, and which are left out

Support is not uniform. LinkedIn splits CRMs into tiers depending on which parts of the integration they can use.

| CRM | What the integration covers |
| --- | --- |
| Salesforce | Full: CRM Sync, embedded profiles, embedded experiences |
| HubSpot | Full: CRM Sync, embedded profiles, embedded experiences |
| Microsoft Dynamics 365 | Full: CRM Sync, embedded profiles, embedded experiences |
| Oracle Sales | Full: CRM Sync, embedded profiles, embedded experiences |
| SAP, SugarCRM, Pega | Embedded profiles only |
| Freshworks | Embedded experiences only |
| Pipedrive, Close, Attio, Folk and most SMB CRMs | Not listed in LinkedIn's official integration documentation |

That last row matters more than it looks. A large share of small and mid-sized sales teams run on a CRM that appears nowhere in LinkedIn's supported list. For them the native route is not expensive, it simply does not exist. The spreadsheet workflow is the only route, which is why it is worth building properly rather than treating it as a workaround.

## Who can actually turn on the Sales Navigator CRM sync

Here is the constraint that decides the whole question. LinkedIn's help documentation states that integration between Sales Navigator and your CRM is available only for **Sales Navigator Advanced Plus** users. Advanced Plus is the enterprise tier, sold through LinkedIn's sales team rather than self-serve checkout, and priced well above the seat cost of Core or Advanced.

If your team is on Core, which is the plan most individual sellers and small teams buy, you have no CRM integration at all. If you are on Advanced, you get the collaboration and search features but the sync itself still sits above you. For the full plan breakdown, see our guide to [what each Sales Navigator plan costs](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-pricing) before you commit to a tier you may not need.

Be careful with third-party articles on this topic. Several claim embedded profiles start at the Advanced tier. LinkedIn's own help page is more restrictive and says the whole integration, sync and embedded components alike, requires Advanced Plus. When the platform's documentation and a blog post disagree, plan your budget around the documentation and confirm with your LinkedIn rep before committing.

## The Sales Navigator CRM workflow when you do not have Advanced Plus

The alternative is not a hack. It is a three-stage pipeline that a lot of teams prefer even when they could pay for the native sync, because it lets you clean and enrich data *before* it pollutes your CRM.

**Stage one: get the leads into a sheet.** Your saved lead list or live search becomes rows, one per person, with name, title, company and profile URL. This is the step Sales Navigator refuses to do for you, and it is covered in detail in our walkthrough on [exporting Sales Navigator leads to Google Sheets](https://derrick-app.com/linkedin/sales-navigator/export-leads-to-google-sheets).

**Stage two: enrich until the row is CRM-worthy.** A name and a profile URL will not let anyone run a sequence. You add the business email, the phone where it matters, the company size, the industry and whatever custom field your CRM requires. Derrick runs as a sidebar inside Google Sheets, so this happens in the same tab as the list itself.

**Stage three: import into the CRM.** Every CRM worth using can import a spreadsheet or a CSV, and every one of them can also receive rows through an automation platform. Derrick connects to more than 3000 integrations through Zapier, Make and N8N, so you can push the finished sheet on a schedule rather than by hand.

One honest note, because it saves you a support ticket: Derrick does not write directly into HubSpot or Salesforce as a one-click destination. It builds and enriches the list; the CRM ingests it through its own import or through your automation layer. That separation is deliberate. It means the data gets reviewed while it is still a spreadsheet, which is exactly where mistakes are cheap to fix.

## Step by step: from a saved search to CRM-ready rows

Here is the sequence in practice, assuming you already have a search you trust.

1. **Tighten the search before you export anything.** Every junk row you import is a row you pay to enrich and then have to delete from your CRM. Filters do more for data quality than any cleanup step later. If your filters are loose, our guide to [boolean search operators in Sales Navigator](https://derrick-app.com/linkedin/sales-navigator/boolean-search) is the fastest fix, and [account-level search](https://derrick-app.com/linkedin/sales-navigator/company-search) helps when you are targeting companies before people.
2. **Save the results as a lead list.** A saved list is stable. A live search can shift between the moment you look at it and the moment you pull it, which makes reconciliation harder later.
3. **Import the list into Google Sheets.** With Derrick's [Import LinkedIn Leads](https://derrick-app.com/features/import-linkedin-leads) feature this costs 1 credit per profile and is available on the free plan. For account-based motions, [Import LinkedIn Companies](https://derrick-app.com/features/import-linkedin-companies) does the same at company level, also 1 credit per company.
4. **Enrich the columns your CRM requires.** Business email through [Email Finder](https://derrick-app.com/features/email-finder), a paid feature at 5 credits per email found, and direct numbers through [Phone Finder](https://derrick-app.com/features/phone-finder), also paid, at 150 credits per phone found. Both bill on results, not on attempts: a row where nothing is found costs you nothing. The imports above work the other way round, billing per row requested, which is why it pays to tighten the search first.
5. **Clean before you import.** Run [Find Duplicates](https://derrick-app.com/features/find-duplicates), which is unlimited on every plan, and drop rows with no usable contact point.
6. **Import into the CRM** using its native spreadsheet import, or wire the sheet to your CRM through Zapier, Make or N8N so it runs on a schedule.

## Mapping your fields before the import

Field mapping is where most CRM imports go wrong, and the damage is slow to notice because nothing errors out. The row lands, it just lands in the wrong shape.

**Split names at the source.** LinkedIn gives you a display name. Your CRM almost certainly wants first name and last name as separate fields. Splitting in the sheet is trivial; fixing 800 records afterwards is not.

**Decide what your company key is.** Company name is a terrible unique key because "Acme", "Acme Inc" and "Acme, Inc." are three different strings and one company. Use the website domain as your matching key wherever your CRM allows it. It is the single highest-leverage mapping decision in the whole process.

**Keep the LinkedIn profile URL in a dedicated field.** Not in the notes. It is your most durable identifier for a person: emails and job titles change, the profile URL usually does not.

**Set lead source before import, not after.** Add a column that marks these rows as sourced from Sales Navigator, with the date and ideally the search or territory name. Six months later this is the only way to answer whether the channel produced pipeline.

**Match your picklists exactly.** If your CRM's industry field is a dropdown, your sheet values have to match the allowed options character for character, or the import silently blanks the field. Our breakdown of [the Sales Navigator industry list](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-industries-list) helps you build that translation table once and reuse it.

## Deduplicating against records already in your CRM

This is the step teams skip, and it is the one that creates real damage. Importing a Sales Navigator list into a CRM that already holds a few thousand records will produce collisions: a prospect a colleague contacted last quarter, an existing customer who changed jobs, an open opportunity you are about to email as if they were cold.

Work in two passes. **First, dedupe the list against itself.** The same person can appear twice if they show up in two saved lists, and the same company will appear many times in a people-level export. Find Duplicates handles this inside the sheet and costs nothing on any plan.

**Second, dedupe against the CRM.** Export the relevant existing records, usually email and domain, and match them against your new list before importing. Anything that matches should be tagged rather than dropped: an existing record is a signal, not noise. Somebody in your company already has a relationship there.

Then configure the import itself correctly. Most CRMs let you choose between creating duplicates, skipping matches or updating existing records. Skipping is the safe default. Updating is powerful but will overwrite fields your colleagues filled in by hand, so only use it when you are confident the fresh data is better than what is already there. For a deeper treatment of keeping CRM data clean over time, our [Sales Navigator prospecting guide](https://derrick-app.com/linkedin/sales-navigator/guide) sets the wider workflow.

## Setting a refresh cadence for your Sales Navigator CRM pipeline

A one-off import ages badly. B2B contact data decays fast: people change jobs, companies get acquired, emails stop resolving. A list imported in January is meaningfully wrong by summer.

**New leads: weekly or fortnightly.** Re-run your saved searches on a fixed rhythm and import only what is new. If you tagged your rows with a source and a date, spotting the new ones is a filter, not a project.

**Existing records: quarterly.** Re-verify emails on the accounts that matter with [Email Verification](https://derrick-app.com/features/email-verification), a paid feature at 1 credit per email, which is far cheaper than sending to addresses that bounce and damage your sending reputation.

**Job changes: continuously, if the motion justifies it.** A champion moving to a new company is one of the strongest buying signals in B2B, and it is invisible if you only look at your CRM.

Whatever cadence you pick, write it down and give it an owner. The failure mode is never that a team chooses the wrong interval, it is that nobody owns the refresh and the CRM quietly rots.

## Running your Sales Navigator CRM pipeline through the API or an AI assistant

The spreadsheet is the default surface, not the only one. Once the workflow above is stable, there are two ways to stop opening a sheet at all.

- **The Google Sheets sidebar.** Where most teams start. You see every row before it moves, which is the right trade-off while you are still tuning filters and field mapping.
- **The API and its integrations.** Derrick exposes its enrichment through an API, and connects to more than 3000 integrations via Zapier, Make and N8N. This is what turns the weekly refresh into something that runs without you: a new row lands, enrichment fires, the record reaches your CRM.
- **[Derrick MCP](https://derrick-app.com/mcp).** From €20 per month, it lets you ask for the data straight from Claude Desktop, ChatGPT or any MCP-compatible assistant, and get the answer in the chat. Useful when you need to enrich a handful of accounts before a call rather than a whole territory.

Pick by cadence, not by sophistication. A weekly territory refresh belongs in the pipeline; a pre-meeting lookup belongs in the assistant; anything you still need to eyeball belongs in the sheet.

## Common mistakes that turn an import into cleanup work

**Importing before enriching.** Once rows are in the CRM, fixing them means exports, VLOOKUPs and re-imports. Enrich while the data is still a spreadsheet, where a bad column is one undo away.

**Treating the native sync as an export tool.** Worth repeating because it drives real purchasing mistakes: CRM Sync enriches records you already have. It will not deliver a new prospecting list. Buying Advanced Plus to solve an export problem solves the wrong problem.

**Importing everything because the search returned it.** A 2000-row result set is not a target list. Cut to the accounts you would genuinely work this quarter. Your CRM's value comes from being trusted, and it stops being trusted the moment it fills with rows nobody intends to touch.

**Losing the profile URL.** Teams map name, title, company and email, then drop the one field that lets them find the person again. Keep it.

**No owner on imported records.** Unassigned rows are invisible rows. Assign territory or owner in the sheet, before the import, so every record lands with somebody responsible for it.

## Key takeaways

LinkedIn's native CRM integration is real but narrow: Advanced Plus only, four CRMs with full support, and built to add LinkedIn context to records you already hold rather than to export new prospects.

For everyone else, and for anyone who wants clean data rather than fast data, the reliable route is export, enrich, then import. It costs a few extra minutes per list and it puts the quality checks where they belong, before the records reach your system of record.

Get the boring parts right and the rest follows: dedupe in two passes, match on domain rather than company name, keep the profile URL, tag the source, and give the refresh a named owner. Start with one saved list of twenty or thirty leads and run it end to end. The workflow does not change when the numbers grow, which is exactly why it is worth building once.

## Use Derrick in Claude (MCP) or via API

Derrick isn't only a Google Sheets add-on. The same B2B data enrichment runs as an MCP server (use it directly inside Claude and other AI agents) and as a REST API:

- **Claude / AI agents (MCP)**: connect the Derrick MCP server, then enrich from chat. Setup: /mcp
- **REST API**: call the same enrichment endpoints from your own stack (Standard plan and up). Docs: https://app1.derrick-app.com/api/v1/docs/

## FAQ

### Does Sales Navigator integrate with my CRM natively?
Only if you are on Sales Navigator Advanced Plus. LinkedIn's documentation states that CRM integration, including CRM Sync and embedded profiles, is available only to Advanced Plus users. Full support covers Salesforce, HubSpot, Microsoft Dynamics 365 and Oracle Sales. SAP, SugarCRM and Pega get embedded profiles only, and Freshworks gets embedded experiences only. Most other CRMs, including Pipedrive, are not listed at all.

### Can CRM Sync export my Sales Navigator leads into my CRM?
No, and this is the most common misunderstanding. CRM Sync imports the accounts and contacts already in your CRM into Sales Navigator, and can optionally write activity back. It does not push a new prospecting list out of LinkedIn. To move a fresh saved search into your CRM you still need to export the leads to a spreadsheet, enrich them, and import them.

### How do I get Sales Navigator leads into a CRM without Advanced Plus?
Import the saved lead list into Google Sheets, enrich the rows with the fields your CRM needs, dedupe, then use your CRM's native spreadsheet import or an automation platform. Derrick's Import LinkedIn Leads runs at 1 credit per profile and is available on the free plan, which includes 100 credits per month.

### Does Derrick push leads directly into HubSpot or Salesforce?
Not as a one-click destination. Derrick imports and enriches your leads inside Google Sheets, and the CRM ingests the finished sheet through its own import or through Zapier, Make or N8N, where Derrick connects to more than 3000 integrations. The upside is that the data gets reviewed while it is still a spreadsheet, which is where corrections are cheap.

### What fields should I map when importing Sales Navigator leads?
At minimum: first name and last name as separate fields, company name plus the website domain as your matching key, job title, LinkedIn profile URL in a dedicated field, a verified business email, and a lead source column marking the rows as Sales Navigator with the date. Match any picklist values, such as industry, exactly to your CRM's allowed options or the field will import blank.

### How often should I refresh leads imported from Sales Navigator?
Re-run saved searches weekly or fortnightly and import only new rows. Re-verify emails on important accounts quarterly, since verification costs far less than the deliverability damage from bounces. Track job changes continuously if your motion depends on champions, because a champion moving companies is one of the strongest buying signals available.

## Related

- [The State of LinkedIn Sales Navigator Prospecting 2026: Benchmark Report](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-prospecting-report-2026)
- [How to Use LinkedIn Sales Navigator for B2B Prospecting](https://derrick-app.com/linkedin/sales-navigator/guide)
- [How to Get the Sales Navigator Free Trial on LinkedIn (2026)](https://derrick-app.com/linkedin/sales-navigator/free-version)
- [How to do a Boolean search on LinkedIn Sales Navigator: tutorial, tips, tricks](https://derrick-app.com/linkedin/sales-navigator/boolean-search)
- [How to Search for Companies on LinkedIn: Complete 2026 Guide](https://derrick-app.com/linkedin/sales-navigator/company-search)
- [Smart Links in Sales Navigator: features & tips [Tutorial 2026]](https://derrick-app.com/linkedin/sales-navigator/smart-links)
- [How to Properly Use the LinkedIn TeamLink Filter in Sales Navigator](https://derrick-app.com/linkedin/sales-navigator/teamlink-filter)
- [How to Export Sales Navigator Leads to Google Sheets](https://derrick-app.com/linkedin/sales-navigator/export-leads-to-google-sheets)
- [Sales Navigator Scraper in Python: How to Extract Leads Without Breaking Your Account](https://derrick-app.com/linkedin/sales-navigator/scraper-python)
- [LinkedIn Sales Navigator Pricing in 2026: Plans, Per-Seat Cost, and the Real Price Per Lead](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-pricing)
- [Sales Navigator URL Converter](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-url-converter)
- [LinkedIn Sales Navigator Industries List](https://derrick-app.com/linkedin/sales-navigator/sales-navigator-industries-list)