Native tracking of Sales Navigator activities in CRM (e.g. Salesforce)

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Stephan Bock

Usually, when manually submitting a contact request in LinkedIn, two checkboxes appear (see attached screenshot - highlighted in red). In particular, the "Log to CRM" checkbox is important, because it logs the contact request and/or message directly into the CRM. Technically, there's a direct link between LinkedIn and the CRM system (in my case Salesforce).

When using HeyReach, I noticed that the activity currently is not logged in the CRM. Also the automatic "save as lead" (the other checkbox) is not happening.

It would be great to have these two options available in HeyReach and be able to select / deselect it per campaign.

By the way, I am not referring to a direct connection of HeyReach to a CRM system. I know that is being worked on. I rather mean the native link between LinkedIn and CRM.

7 months ago

2 votes
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