1. Go to  Setup  >  Marketplace  >  All .
   
2. Under  All Extensions , browse for  LinkedIn Sales Navigator .
   
3. In the  Sales Navigator  page, click  Activate .
4. In the  LinkedIn Sales Navigator  page, set  Permissions for Zoho CRM Users  as required.
   
5. Click  Save .
   
   You will see a LinkedIn Sales Navigator related list in the Details page of leads, contacts, accounts, and deals, as well as alongside emails in the SalesInbox tab
   

Push Zoho CRM records to LinkedIn Sales Navigator

1. Click the desired lead in your Zoho CRM account.
   
2. Scroll down to the  LinkedIn Sales Navigator  related list.
   The matching profile of the person and company are displayed as widgets.
3. On the person's profile, you can do the following actions:
   
• If the profile is that of the correct person, click  Save as Lead  on the person's profile.
  This CRM lead will now instantly be saved to your  LinkedIn Sales Navigator  account as a LinkedIn lead. From then on, you can follow up on the lead in LinkedIn.
• If the displayed lead/contact is NOT the right person you are looking for, simply click on Not the right person? button.
  In the ensuing form, enter the First Name, Last Name, Current Company, and Current Title to search for the right person.
4. Under the more ellipses ( ... ) icon,
   
1. Click Message, if you wish to get in touch with them. This will take you to Sales Navigator's Inbox, where you can compose and send your InMail.
2. Click Connect to send them a LinkedIn invitation from Zoho CRM. If you are already connected on LinkedIn, you can send them a Message.
   
5. On the company's profile, the data is looked up by the details provided in the record. To validate the information, you can do the following actions:
   
1. Select the company from the list of companies listed in the company's widget and click Match .   
2. Click Save in Sales Navigator, to save the company information to your desired list of accounts.
   
3. If the company selected is not the right match, click on Not the right company? button in the company widget. In the ensuing form, search for the right company by entering the following details - Company name, Industry, and Location and click Search .     
                               

  Manage Sales Navigator Account for individual users

Data mapping between Zoho CRM and LinkedIn Sales Navigator

View Sales Navigator widget in the SalesInbox tab

1. Click the  SalesInbox  tab.
   
2. Click the required email. In the Email Detail page, on the right pane, click the  LinkedIn  link.
   The window flips to reveal the LinkedIn Sales Navigator widget.
   
   From here, you can save the email sender as a lead in Sales Navigator by clicking  Save as Lead . In addition to saving the sender as a lead in Sales Navigator, you can view their LinkedIn activity right inside the widget. 

Uninstall LinkedIn Sales Navigator Extension

1. Go to  Setup  >  Marketplace  >  All .
   
2. Under the  LinkedIn Sales Navigator  section, click  Uninstall .
   
   You will no longer see the LinkedIn Sales Navigator related list in the Details page of leads, contacts, accounts and deals.
   

Note

• On deactivation, you can no longer push Zoho CRM records to LinkedIn Sales Navigator.
  
• However, records already pushed to Sales Navigator remain intact.