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Bulk Save Leads to CRM on LinkedIn Sales Navigator
Bulk Save Leads to CRM on LinkedIn Sales Navigator

Bulk Save Leads to Salesforce using Lusha's plugin on LinkedIn Sales Navigator

Hila avatar
Written by Hila
Updated over 4 months ago

Overview

Integrating LinkedIn Sales Navigator with Salesforce can significantly enhance your sales team's efficiency by streamlining the process of adding new contacts.

With the bulk save feature, you can effortlessly import multiple contacts from Sales Navigator directly into Salesforce, ensuring that your database is always up-to-date with the latest leads and connections.

This seamless integration not only saves time but also reduces the risk of data entry errors, enabling your team to focus more on building relationships and closing deals.

How it works

To do that, select the revealed contacts and click on 'Save selected to':

Next, select your CRM integration and the relevant saving method: lead or contact.

If you selected “Lead,” Lusha enables you to modify the selected companies to ensure leads are saved properly.

You can also 'save all contacts to the same company' by clicking on the 'Save all to the same account' checkbox.

This will make the other company name fields disabled to ensure no saving mistakes occur.

Once ready, click the 'Save' button.

This will commence the saving process, indicated by a loader. Please wait as Lusha saves the contacts to your CRM account.

Once the saving process is complete, you will receive a confirmation page that will allow you to either indicate that you’re done or to save to another integration.

Upon completing the saving process to your CRM, your contacts will have a saved to CRM indication next to their names, with the CRM logo.

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