Sales Navigator for Salesforce: How to Sync LinkedIn Insights Into Your CRM (and How Boomerang Takes It Further)

Learn how Sales Navigator for Salesforce works, what data actually syncs, and how Boomerang AI extends it with real-time CRM enrichment and relationship intelligence.

LinkedIn Sales Navigator is one of the strongest tools for finding high-value prospects and understanding who matters inside a target account. But here’s the truth most GTM teams discover quickly:

Sales Navigator is powerful — but only when its data actually makes it into Salesforce.

That’s why LinkedIn offers a native integration called Sales Navigator for Salesforce.
It brings some Sales Nav insights into your CRM, helps reduce tab-hopping, and gives reps more context when reviewing accounts and contacts.

But like most integrations, it has real boundaries. And once you understand those boundaries, it’s easy to see why teams pair it with Boomerang AI to keep Salesforce clean, enriched, and relationship-aware.

This guide covers everything:

  • What Sales Navigator for Salesforce does
  • What actually syncs into your CRM (and what doesn’t)
  • How to use Sales Nav inside Salesforce
  • Where the integration falls short
  • How Boomerang AI fills the gaps with automated enrichment + relationship graphs

Let’s get into it.

What Is Sales Navigator for Salesforce?

Sales Navigator for Salesforce is LinkedIn’s CRM integration that allows:

  • Viewing Sales Nav insights inside Salesforce
  • Syncing saved leads/accounts from Sales Nav to Salesforce
  • Surfacing TeamLink connections in CRM
  • Writing InMail and notes back to Salesforce
  • Matching Salesforce contacts/accounts with their LinkedIn profiles

The goal is simple:
Put LinkedIn intelligence where sellers actually work—the CRM.

What You Can See in Salesforce With Sales Navigator

Once installed and configured, reps can see:

1. LinkedIn Profile Previews

On Lead, Contact, and Account records, reps can view:

  • Headline
  • Title
  • Company
  • Location
  • Shared connections
  • Shared experiences

This reduces the need to constantly flip between tabs.

2. TeamLink Connections

Inside Salesforce, reps see if anyone on their team is connected to the contact — an instant warm-intro path.
(Still LinkedIn-only connections, though.)

3. Account Insights

When looking at an Account record, reps can access:

  • Recommended leads
  • New hires
  • Job changes
  • Alerts for saved accounts

These help identify fresh buying triggers.

4. Writeback for InMails + Notes

InMail messages and Sales Navigator notes can write back into Salesforce fields so managers and teammates have visibility.

This is great for documentation — and improves cross-team collaboration.

What Actually Syncs Between Sales Navigator and Salesforce?

LinkedIn syncs saved leads and accounts, along with:

  • Profile URLs
  • Job titles
  • Activities
  • TeamLink visibility
  • InMail + Notes (if enabled)

What does NOT sync automatically:
❌ Emails
❌ Phone numbers
❌ Clean contact enrichment
❌ Relationship strength
❌ Meeting history
❌ Who-knows-whom inside your company
❌ Buying committee structure
❌ Stakeholder changes inside your CRM
❌ At-risk deal identification

This is where the limitations show up — especially for teams that rely on Salesforce as their system of truth.

How to Use the Sales Navigator Integration Inside Salesforce

Here’s what a typical workflow looks like:

1. Match Records

Salesforce tries to match:

  • Leads → LinkedIn profiles
  • Contacts → Profiles
  • Accounts → Companies

Sometimes automatically, sometimes manually.

2. View LinkedIn Insights in the Sidebar Components

On Salesforce pages, reps see embedded components like:

  • Recommended Leads
  • TeamLink Connections
  • Icebreakers
  • Recent Activity
  • Profile Cards

This gives LinkedIn context without leaving Salesforce.

3. Save New Leads/Accounts Back to Sales Navigator

If a rep finds someone in Salesforce who isn’t yet a Sales Nav lead:

  • They can save them to Sales Nav from inside Salesforce
  • Sales Nav then starts tracking their updates

4. Log InMail Activity Automatically

If enabled, InMails and notes sync to Salesforce:

  • Activity history
  • Notes timeline
  • Contact engagement context

This helps leadership see the broader engagement picture.

Where Sales Navigator for Salesforce Falls Short

Even with the integration, many GTM teams run into friction.

Here are the biggest gaps:

1. No Real CRM Enrichment

Sales Nav does not enrich or correct Salesforce fields.

  • It won’t update job changes in Salesforce
  • It won’t detect new decision-makers
  • It won’t fix bad data
  • It won’t alert you that your champion left

You get LinkedIn data in the UI, but not in the CRM itself.

2. Still Manual CRM Hygiene

Reps still need to:

  • Edit records
  • Add missing contacts
  • Update titles
  • Track buying committees

Sales Nav isn’t connected deeply enough to automate these workflows.

3. Limited to LinkedIn Signals

Most relationships that matter don’t happen on LinkedIn.

Sales Nav can’t see:

  • Meeting frequency
  • Email engagement
  • Deal involvement
  • Internal connections
  • Overlaps from previous companies

Which means TeamLink only shows a sliver of your company’s relationship network.

4. No Relationship Graph or Relationship Strength

Sales Nav shows:

  • Titles
  • Connections
  • Activity

But not:

  • Relationship depth
  • Warm path ranking
  • Who your team actually knows well
  • Organizational influence

This is where Boomerang AI changes everything.

How Boomerang Extends Sales Navigator Inside Salesforce

Boomerang AI picks up where Sales Nav stops.

Instead of just showing LinkedIn previews inside Salesforce, Boomerang enriches Salesforce automatically and evolves your account maps into live relationship intelligence graphs.

Here’s how:

1. Real-Time CRM Enrichment

Boomerang updates Salesforce fields automatically:

  • Title changes
  • Company moves
  • New stakeholders
  • Missing contacts
  • New decision-makers

No manual data entry. No stale contacts.

2. Relationship Strength Scoring

Boomerang analyzes:

  • Meetings
  • Emails
  • Account history
  • Deals
  • Overlaps
  • Cross-team interactions

Then calculates relationship scores for every stakeholder.

Sales Nav says:

“Your teammate is connected to Priya.”

Boomerang says:

“Your teammate has met with Priya 7 times in the last quarter and can intro you.”

3. Warm Path Discovery (Beyond LinkedIn)

Boomerang finds paths based on:

  • Internal meetings
  • Former coworkers
  • Customer references
  • Cross-account relationships
  • Board member overlaps

This is TeamLink, but for your entire CRM + company, not just LinkedIn.

4. Live Relationship Graph Inside Salesforce

Instead of static LinkedIn sidebars, you get:

  • A full relationship map
  • Buying committee detection
  • Champion/blocker identification
  • Deal-risk alerts
  • Multi-threading recommendations

All from inside Salesforce — where sellers actually work.

5. Alerts for Job Changes, At-Risk Deals, and New Champions

If someone mapped in your Sales Nav view:

  • Changes jobs
  • Appears less in meetings
  • Gets replaced
  • Joins your competitor
  • Enters your champion’s old seat

Boomerang alerts the rep in Slack + Salesforce instantly.

Sales Nav alerts → Awareness
Boomerang alerts → Action

Sales Navigator + Boomerang = Modern GTM Stack

Here’s the cleanest way to think about it:

  • Sales Navigator → Find the right people
  • Sales Nav + Salesforce integration → Surface LinkedIn insights where reps work
  • Boomerang AI → Enrich CRM data, map relationships, keep accounts warm, and automate the next steps

This is how GTM teams scale relationship-led selling in 2025.

Conclusion: Sales Nav Brings LinkedIn to Salesforce — Boomerang Brings the Rest of Your Relationships

Sales Navigator for Salesforce is one of the best ways to bring LinkedIn intelligence directly where sellers spend their time. It reduces tab-switching and gives reps context they can’t get from CRM alone.

But it’s only one piece.

To keep Salesforce clean, enriched, updated, and relationship-aware, teams layer in Boomerang AI — turning account pages into living maps of influence and trust.

Sales Nav shows you the people.
Boomerang shows you the relationships that win deals.

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Frequently asked questions

What is Sales Navigator for Salesforce?

Sales Navigator for Salesforce is LinkedIn’s native CRM integration that brings Sales Navigator insights directly into Salesforce. It lets reps view LinkedIn profile previews, see TeamLink connections, save leads/accounts to Sales Nav, and sync InMail activity back to CRM.

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What data syncs from Sales Navigator into Salesforce?

Sales Navigator syncs:

  • Saved leads
  • Saved accounts
  • Profile URLs
  • InMail messages (if enabled)
  • Notes
  • TeamLink visibility

However, it does not sync emails, phone numbers, titles, relationship strength, or job changes automatically — these must be updated manually unless you use a tool like Boomerang AI.

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Does Sales Navigator update Salesforce automatically?

Only partially. Sales Navigator can sync saved leads and activity, but it does not automatically update CRM records when a contact changes jobs, when new stakeholders appear, or when titles become outdated. This is one of the biggest limitations of the integration.

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Can you access Sales Navigator insights directly inside Salesforce?

Yes. With the integration installed, reps can see LinkedIn insights — such as profile cards, recommended leads, TeamLink connections, and icebreakers — directly on Salesforce Lead, Contact, and Account pages without leaving CRM.

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What are the main limitations of the Sales Navigator Salesforce integration?

Key limitations include:

  • No automatic CRM enrichment
  • No job-change updates written into Salesforce
  • No meeting-based relationship context
  • Limited to LinkedIn data only
  • No buying-committee mapping inside CRM
  • No relationship strength scoring
  • No automation or workflow triggers

This is why many teams pair Sales Nav with Boomerang AI.

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How does Boomerang AI improve Salesforce data quality compared to Sales Navigator?

Boomerang AI automatically enriches Salesforce by updating:

  • Job titles
  • Job changes
  • Contact role changes
  • New stakeholders
  • Missing contacts
  • Buying-committee gaps

It keeps CRM data fresh in real time — something Sales Navigator does not do.

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Can Boomerang AI show relationship strength inside Salesforce?

Yes. Boomerang analyzes meetings, emails, past deals, work overlaps, and cross-team interactions to create relationship strength scores. This gives reps visibility into who actually has influence and which connections are strongest — something Sales Navigator cannot infer.

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Does the Sales Navigator integration support team-wide warm intro discovery?

Sales Navigator supports warm intro discovery via TeamLink, but it is limited to LinkedIn connections. Boomerang AI expands this by surfacing warm paths based on internal meetings, historical accounts, customer relationships, and previous employers — not just LinkedIn.

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Is Sales Navigator for Salesforce enough for modern GTM teams?

It’s a strong starting point for bringing LinkedIn context into CRM, but most teams find it insufficient for complete CRM hygiene, buying-committee visibility, and relationship intelligence. It works best when paired with Boomerang AI’s enriched, real-time relationship graph.

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How should GTM teams use Sales Navigator and Boomerang together?

The ideal workflow is:

  • Use Sales Navigator to find prospects and uncover LinkedIn warm paths
  • Use Sales Navigator for Salesforce to view those insights inside CRM
  • Use Boomerang AI to enrich data, track job changes, map relationships, detect deal risk, and show real warm paths inside Salesforce and Slack

Together, they create a powerful, relationship-led selling stack.

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