Customer relationship management (CRM) software is used by businesses to manage relationships and interactions with customers and prospects. CRM platforms help companies stay organized, improve communication, and increase sales. One of the key features of many modern CRM systems is integration with other business software and tools. LinkedIn, the professional social networking site with over 690 million users globally, is commonly integrated with CRMs.
LinkedIn integration enables CRM users to tap into LinkedIn’s massive database of professional profiles and make connections that drive more sales opportunities. CRM-LinkedIn integrations allow you to see LinkedIn profiles and feed updates directly in your CRM and use LinkedIn data to enhance CRM contact records. This saves time switching between apps and gives sales and marketing users powerful insights to engage prospects and customers.
So is there a customer relationship management platform that integrates with LinkedIn? The short answer is yes, many of the best CRM software tools on the market offer LinkedIn integration. Leading CRM systems like Salesforce, Microsoft Dynamics 365, HubSpot CRM, Zoho CRM, Insightly, Pipedrive, and others provide integration with LinkedIn.
CRM Systems with LinkedIn Integration
Here is an overview of some of the top CRMs that connect with LinkedIn:
Salesforce
The market-leading CRM Salesforce offers robust integration with LinkedIn, enabling users to tap into LinkedIn data and network connections right within Salesforce. Key features of Salesforce’s LinkedIn integration include:
– Importing LinkedIn profiles into Salesforce contact records with one click
– Syncing LinkedIn profile updates and feed posts to associated CRM contact profiles
– Seeing LinkedIn profiles, including work history and connections, on contact records
– Posting CRM updates to LinkedIn with a click
– Searching LinkedIn within Salesforce to find new prospects
– Importing lists of prospects and connections from LinkedIn
– Adding LinkedIn Lead Gen Forms to Salesforce campaign pages
– Mapping Salesforce data fields to corresponding LinkedIn profile sections
The Salesforce-LinkedIn integration helps sales teams improve lead generation, account-based marketing, and prospecting. It’s a native integration included with Salesforce CRM.
Microsoft Dynamics 365
Microsoft Dynamics 365 CRM, part of the Power Platform, also provides out-of-the-box integration with LinkedIn. Key features include:
– Linking LinkedIn profiles to CRM contact records
– Importing LinkedIn profile data into corresponding Dynamics 365 fields
– Displaying LinkedIn profiles and updates on CRM contact pages
– Adding LinkedIn Lead Gen Forms to CRM pages and campaigns
– Posting CRM updates to LinkedIn with one click
– Searching LinkedIn and saving leads to Dynamics 365
– Segmenting CRM contacts by LinkedIn profile data
This integration helps Dynamics 365 customers maximize the value of LinkedIn for sales prospecting, marketing, and boosting employee productivity. The LinkedIn integration works across Dynamics 365 Sales, Customer Service, Field Service, Marketing, and more.
HubSpot
HubSpot CRM, part of the HubSpot Growth Suite, delivers robust integration with LinkedIn for unlocking the power of social selling. Key integration features consist of:
– Associating LinkedIn profiles with HubSpot contacts
– Importing LinkedIn profile data into HubSpot CRM contact records
– Displaying LinkedIn profiles and updates on contact records
– Adding LinkedIn Lead Gen Forms to HubSpot landing pages
– Letting users post CRM updates to LinkedIn and vice versa
– Searching LinkedIn within HubSpot CRM
– Segmenting contacts by LinkedIn data
HubSpot also offers advanced social selling and automation tools for engaging prospects and customers on LinkedIn. This helps businesses maximize LinkedIn for driving leads and pipeline.
Zoho CRM
Zoho CRM is another popular CRM that connects with LinkedIn to streamline social selling and leverage LinkedIn’s database. Key features of the LinkedIn-Zoho CRM integration include:
– Linking LinkedIn profiles to Zoho CRM contacts
– Importing LinkedIn profile data into corresponding Zoho fields
– Displaying LinkedIn profiles and updates on contact records
– Posting Zoho CRM updates to LinkedIn to extend reach
– Searching LinkedIn within Zoho CRM
– Segmenting Zoho contacts by LinkedIn profile data
– Adding LinkedIn Lead Gen Forms to Zoho campaign landing pages
These capabilities allow businesses to maximize LinkedIn for lead generation and sales prospecting directly within Zoho CRM.
Insightly
Insightly CRM also provides integration with LinkedIn for connecting with prospects and customers on LinkedIn. Key features of Insightly’s LinkedIn integration:
– Linking LinkedIn profiles to Insightly contacts
– Importing LinkedIn profile data into Insightly records
– Viewing LinkedIn profiles and updates on Insightly contact pages
– Posting Insightly updates to LinkedIn to extend reach
– Segmenting Insightly contacts by LinkedIn data
– Adding LinkedIn Lead Gen Forms to Insightly pages
The integration saves time switching between apps and provides visibility into prospect and customer LinkedIn activity.
Pipedrive
Pipedrive CRM, popular for its sales pipeline management capabilities, also connects with LinkedIn. Key features include:
– Linking LinkedIn profiles to contacts and leads in Pipedrive
– Importing LinkedIn profile data into Pipedrive deals and activities
– Viewing LinkedIn profiles without leaving Pipedrive
– Posting Pipedrive updates to LinkedIn for more visibility
– Saving LinkedIn searches into Pipedrive as new leads
– Segmenting Pipedrive deals and contacts by LinkedIn data
This integration helps sales teams integrate LinkedIn into their workflows for sales prospecting and pipeline management.
Benefits of CRM-LinkedIn Integration
CRM systems that integrate with LinkedIn provide a number of potential benefits for sales, marketing, and customer service teams:
– **360-degree view of prospects/customers** – LinkedIn integration enriches CRM contact profiles with social/professional data for more context.
– **Improved sales prospecting** – Tap into LinkedIn’s database and networks to find and qualify prospects within the CRM.
– **Social selling** – Convert LinkedIn connections and engagement into sales pipeline managed within the CRM.
– **Targeted outreach** – Segment CRM contacts by LinkedIn data for more personalized, relevant outreach at scale.
– **Enhanced engagement** – Post CRM updates to LinkedIn and vice versa to boost engagement.
– **Streamlined workflow** – Manage LinkedIn prospecting, outreach, and engagement all within the CRM without toggling between apps.
– **Lead generation** – Add LinkedIn Lead Gen Forms to CRM landing pages to capture more leads.
– **Productivity** – Reduce time spent copying and pasting data between systems.
– **Data hygiene** – Keep CRM contact data in sync by automatically importing LinkedIn profile updates.
Key LinkedIn Integration Features
While CRM platforms vary in their specific LinkedIn integration capabilities, some key features commonly included are:
– Linking LinkedIn profiles to CRM contacts
– Importing LinkedIn profile data into CRM records
– Displaying LinkedIn profiles and updates on CRM contact pages
– Adding LinkedIn Lead Gen forms to CRM landing pages and campaigns
– Posting CRM updates to LinkedIn and vice versa
– Searching LinkedIn and saving leads within CRM
– Segmenting CRM contacts by LinkedIn profile data
– Sales prospecting and templates within CRM using LinkedIn data
These core features allow CRM users to tap into LinkedIn activity like profiles, engagement, and networks directly within their CRM system for a streamlined experience.
Setting Up LinkedIn Integration
The setup process for integrating LinkedIn with a CRM platform can vary depending on the specific solution but typically involves:
– Connecting CRM with LinkedIn account – Authenticate with LinkedIn credentials to link accounts.
– Configuring data access – Specify which LinkedIn data to import into CRM (e.g. profiles, contacts, groups).
– Selecting sync settings – Choose which CRM modules and objects to sync LinkedIn data with.
– Mapping fields – Match up LinkedIn profile fields with corresponding CRM data fields.
– Installing extensions (if needed) – Some CRMs require installing a LinkedIn integration extension or package.
– Testing integration – Validate that LinkedIn data flows correctly into CRM records before rolling out.
– Setting user permissions – Determine which CRM users can access LinkedIn integration features.
– Rolling out to users – Communicate to users when the integration is ready to leverage.
Properly setting up CRM-LinkedIn integrations ensures users can maximize its value for sales, marketing, and customer service use cases.
Maximizing CRM-LinkedIn Integrations
To get the most out of LinkedIn integrations with CRMs, best practices include:
– Provide training to users on available integration features and capabilities.
– Build LinkedIn activity into workflows, templates, and playbooks within the CRM.
– Analyze LinkedIn integration data and segment CRM records based on LinkedIn profile attributes.
– Keep LinkedIn-CRM data synced on a frequent basis, like daily or weekly.
– Personalize outreach using insights from LinkedIn profiles integrated into the CRM.
– Capture CRM form submissions and interactions automatically as LinkedIn notes.
– Use integrations in conjunction with other LinkedIn tools like Sales Navigator.
– Continuously optimize integration configurations and usage based on data and feedback.
– Monitor adoption and feature usage across sales, marketing, and service teams.
Taking a proactive, strategic approach to leveraging CRM-LinkedIn integrations allows companies to maximize value and ROI.
Conclusion
In summary, many of the leading CRM platforms like Salesforce, Microsoft Dynamics, HubSpot, Zoho, Insightly, and Pipedrive offer integrated solutions with LinkedIn. These integrations give users access to LinkedIn data like profiles, engagement, and networks directly within their CRMs to save time, boost productivity, and improve sales, marketing, and service results.
Key capabilities of LinkedIn integrations for CRMs include linking profiles, importing profile data, displaying LinkedIn activity on CRM records, adding LinkedIn Lead Gen Forms, posting cross-updates, searching LinkedIn within CRMs, and segmenting CRM data based on LinkedIn attributes.
Setup does require some technical configuration and user adoption best practices. But overall, integrating a CRM system with LinkedIn provides tremendous value in having a 360-degree view of prospects and customers and tapping into the power of LinkedIn for supercharged sales, marketing and customer engagement.