LinkedIn drives 80% of B2B social media leads, but without CRM integration, you risk losing valuable opportunities. Manual data entry is slow and leads to outdated information, while real-time LinkedIn CRM integrations ensure accurate, up-to-date records and faster lead response times.
Closely is a tool that connects LinkedIn with CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and Microsoft Dynamics 365. It automates data transfer, enriches profiles with verified contact details, and logs LinkedIn activity directly into your CRM. Key features include:
- Real-time sync: Updates LinkedIn leads and interactions instantly in your CRM.
- AI personalization: Scores leads and crafts tailored outreach messages.
- Unified campaigns: Manages LinkedIn and email outreach from a single dashboard.
Quick Overview of CRM Integrations with Closely:
- HubSpot: Logs LinkedIn messages and enables in-CRM replies.
- Salesforce: Bulk imports LinkedIn leads with enriched profiles.
- Zoho: Adds AI-driven lead scoring and company insights.
- Pipedrive: Tracks LinkedIn activity directly in the pipeline.
- Microsoft Dynamics 365: Automates lead creation with real-time data.
Closely eliminates the need for expensive LinkedIn Sales Navigator Advanced licenses, offering a cost-effective solution for teams of all sizes. Pricing starts at $49/month, with enrichment credits varying by plan. If you’re looking to streamline LinkedIn activity and improve CRM accuracy, Closely is worth considering.
5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration
How Closely Enriches CRM Data from LinkedIn
Closely transforms LinkedIn profiles into actionable CRM records by pulling key details like contact information, job roles, and engagement data. With over 30 data points analyzed, it achieves a match rate of more than 95% for emails and 65% for mobile numbers [3]. This approach reduces guesswork and ensures your CRM stays accurate and up-to-date. Below, we’ll explore how Closely automates data transfer, personalizes outreach, and streamlines campaign management.
Automating LinkedIn Data Transfer to CRMs
Closely simplifies the process of syncing LinkedIn activity with your CRM, making manual data entry a thing of the past. You can bulk-select leads from LinkedIn or Sales Navigator and transfer them directly into your CRM in seconds [1]. Plus, every LinkedIn interaction – whether it’s a connection request or a direct message – gets logged automatically in your CRM timeline [1].
The platform’s auto-sync feature ensures that new LinkedIn connections are instantly added to your CRM, complete with professional and company details [1]. Even better, Closely can identify and convert those engaging with your LinkedIn posts, like commenters or likers, into qualified leads for your CRM [1]. This keeps your database current and focused on leads showing real interest.
AI Personalization and Lead Scoring
Once your CRM data is enriched, Closely’s AI takes over to refine lead prioritization and craft personalized outreach. By scanning LinkedIn profiles and company websites, the AI gathers real-time insights such as product offerings, pricing, and indicators of fit with your ideal customer profile (ICP). For instance, it can flag a company offering multilingual support but with a website available in only one language [3][6].
This data feeds into AI-driven lead scoring, prioritizing prospects based on their relevance and potential. Users have reported impressive results, including a 35% rise in response rates and a 45% boost in pipeline opportunities [5].
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is intuitive and accessible."
The AI also creates personalized messages for LinkedIn DMs, InMails, and emails, tailoring each outreach based on the enriched profile data. Everything, from lead scores to messaging outcomes, syncs directly to your CRM, ensuring clean data and accurate reporting [5].
Managing LinkedIn and Email Campaigns from One Dashboard
Closely brings LinkedIn and email campaigns together in one place, making campaign management seamless. A unified inbox consolidates LinkedIn DMs, InMails, and email replies, helping you avoid duplicate outreach [4]. You can design multichannel sequences that blend LinkedIn actions with email steps, all in a single automated workflow [4].
Every interaction – from LinkedIn and email alike – is synced to your CRM, keeping your contact, account, and deal timelines organized. This ensures you have clear attribution and reliable sales forecasting [4]. Plus, campaign performance data flows directly into your CRM, giving you full insight into which LinkedIn efforts are working and when leads are ready for follow-up.
CRM Platforms That Integrate with Closely for LinkedIn Data Enrichment
Closely works with five major CRM platforms, making LinkedIn data enrichment a breeze. By automating the process, it eliminates the hassle of manual data entry and keeps your CRM records accurate and current. Here’s how Closely integrates with these top CRMs to enhance LinkedIn data management.
HubSpot Integration
With HubSpot, Closely simplifies LinkedIn lead management by enabling bulk lead selection and quick export to HubSpot, complete with enriched data. Every LinkedIn message, connection request, and note is automatically logged into the contact’s timeline. You can even reply to LinkedIn messages directly from HubSpot’s contact or deal page. New LinkedIn connections sync instantly with details like emails, job titles, and company information. Plus, HubSpot Workflows allow you to enroll contacts into LinkedIn outreach campaigns based on lifecycle stage or lead score updates.
| Feature | Description |
|---|---|
| Timeline Sync | Logs LinkedIn messages and connection requests to HubSpot timelines. |
| In-CRM Replies | Lets you send and receive LinkedIn messages directly within HubSpot. |
| Workflow Enrollment | Automates adding contacts to LinkedIn campaigns through HubSpot workflows. |
| Real-Time Enrichment | Syncs new connections with verified emails and job titles instantly. |
Salesforce Integration
Closely’s Salesforce integration ensures seamless two-way syncing of LinkedIn interactions like messages, connection requests, and responses into Salesforce contacts. It also supports custom field updates and webhook automation, making it easy to trigger LinkedIn outreach when Salesforce data changes. Closely’s waterfall enrichment system pulls data from over 30 sources, achieving an impressive 95%+ match rate for verified business emails and phone numbers[3].
| Plan | Monthly Credits | Email Equivalent | Phone Equivalent |
|---|---|---|---|
| Starter | 0 (Sync only) | N/A | N/A |
| Growth | 3,000 | 750 | 150 |
| Essential | 5,000 | 1,250 | 250 |
Zoho CRM Integration
For Zoho CRM users, Closely automates importing verified contacts and tracking multichannel campaigns. By tapping into more than 30 data sources, Closely ensures high data accuracy. Each contact imported into Zoho benefits from AI-driven personalization, including lead scoring and company insights. Setting it up is straightforward – just connect your Zoho CRM account, map custom fields, and enable auto-sync for LinkedIn connections.
Pipedrive Integration
Closely’s Pipedrive integration keeps your pipeline updated with live LinkedIn lead scoring. Every connection request, message, and reply is automatically logged into Pipedrive deals, ensuring clear outreach attribution and better forecasting. Pricing is designed to grow with your needs; for instance, the Starter plan costs $49 per month (or $29 per month annually) and supports CRM sync for one LinkedIn account, while the Growth plan, at $127 per month (or $87 per month annually), covers three LinkedIn accounts with 3,000 enrichment credits.
Microsoft Dynamics 365 Integration
The Dynamics 365 integration takes your CRM records to the next level by adding web research and analytics. Closely’s AI extracts insights like product details, tech stack, and Ideal Customer Profile (ICP) signals from websites and LinkedIn profiles, replacing outdated firmographics with real-time data. This integration boosts data accuracy by 41% compared to native tools[3], saving teams an average of 10 to 15 hours weekly by automating prospecting and data entry[7].
| Feature | Native Dynamics 365 Enrichment | Closely-Enhanced Enrichment |
|---|---|---|
| Data Sources | Limited/internal | 30+ real-time sources |
| LinkedIn Activity Sync | Manual or basic | Automated synchronization of messages, requests, and replies |
| Email/Phone Verification | Often static | Real-time waterfall verification |
| AI Insights | Basic firmographics | Deep web research and ICP fit signals |
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Comparison of Closely’s CRM Integrations
Closely CRM Integration Features Comparison Chart
Closely’s integrations are designed to provide real-time synchronization and automated logging through a waterfall enrichment system that processes over 30 data points, achieving an impressive 95% match rate for B2B leads[3]. Let’s break down how these integrations stand out and what they bring to the table.
Each CRM platform offers its own unique features tailored to different workflows. For instance, HubSpot allows users to reply to LinkedIn messages directly from its contact or deal pages, consolidating all communication in one place. Salesforce, on the other hand, excels at bulk importing LinkedIn Sales Navigator leads, ensuring enriched profiles are seamlessly added to the CRM. Microsoft Dynamics 365 simplifies workflows by automating lead creation, making it easier to integrate enriched data into your system. These functionalities are complemented by flexible pricing options, ensuring scalability for different team sizes and budgets.
Pricing starts at $49/month for a single LinkedIn account, with custom plans available at $350/month for 10+ accounts. Enrichment credits vary by plan, with the Growth plan offering 3,000 credits and the Essential plan providing 5,000 credits.
| CRM Platform | Sync Speed | Activity Logging | Distinct Feature | Enrichment Credits (Growth Plan) |
|---|---|---|---|---|
| HubSpot | Real-time | Messages, requests, notes | Reply to LinkedIn from CRM | 3,000 |
| Salesforce | Real-time | Messages, requests, responses | Bulk import of LinkedIn leads | 3,000 |
| Zoho CRM | Real-time | Messages, requests, notes | AI-driven lead scoring | 3,000 |
| Pipedrive | Real-time | Messages, requests, replies | Live lead scoring in pipeline | 3,000 |
| Microsoft Dynamics 365 | Real-time | Messages, requests, notes | Automated lead creation | 3,000 |
This table highlights how each integration aligns with different operational needs. For instance, if in-platform messaging is essential, HubSpot is a great fit. Teams that handle bulk imports will benefit from Salesforce’s efficient lead management. For those seeking automation, Microsoft Dynamics 365 offers a streamlined approach with its automated lead creation feature. Meanwhile, Zoho CRM and Pipedrive cater to teams focused on lead scoring and pipeline management.
Choosing the Right LinkedIn CRM Integration
Picking the right LinkedIn CRM integration starts with identifying your biggest challenge. Is your team struggling to enrich contact data, or is managing high-volume outreach across multiple channels the main issue? If contact enrichment is the problem, built-in integrations might be enough. But for handling large-scale outreach across LinkedIn and email, you’ll need a solution that combines data enrichment and multichannel automation in one intuitive dashboard. This approach helps you evaluate key factors like cost, data mapping accuracy, and synchronization speed.
Your LinkedIn account type also plays a role in how well an integration performs. Account type matters. For instance, many native CRM integrations require a LinkedIn Sales Navigator Advanced license, which costs about $135 per user per month when billed annually [8]. This can be a significant expense for smaller teams. Closely, however, works seamlessly with standard personal LinkedIn accounts, making it a budget-friendly option for smaller teams without compromising functionality.
Accurate data mapping is another critical factor. When LinkedIn data is poorly mapped, it often ends up in generic fields like “Notes,” making it difficult to segment leads effectively [2]. Closely avoids this issue by ensuring key details – like job titles, company sizes, and campaign sources – are mapped to the correct CRM properties. This keeps your CRM well-organized and helps your sales team focus on leads that truly matter.
"The gap between capturing a lead and acting on it is where deals are won – or lost. A strong LinkedIn CRM integration closes that gap." – Kyle Rushton McGregor, Ads Workbench [2]
Speed is also essential. Delays in syncing data can lead to missed opportunities. While some integrations rely on hourly or daily batch updates, Closely provides real-time synchronization, ensuring no lead goes cold. Automated logging and instant updates give your team full visibility without the need for manual input. With Closely, you get enterprise-level features at a fraction of the cost of traditional Sales Navigator-dependent solutions.
FAQs
How does Closely use LinkedIn data to improve lead scoring?
Closely improves lead scoring by leveraging AI-driven tools to analyze LinkedIn data and pinpoint high-value prospects. It examines LinkedIn interactions, engagement signals, and real-time data to prioritize leads most likely to convert.
By automating this process, Closely allows sales teams to concentrate on the most promising opportunities, cutting down on manual effort and increasing efficiency. Its LinkedIn integration ensures lead profiles stay up-to-date with accurate contact details and engagement metrics, making prioritization sharper and enhancing the overall quality of leads.
What are the advantages of syncing your CRM with LinkedIn in real time?
Syncing your CRM with LinkedIn in real time brings some clear benefits for both sales and marketing teams. For starters, it automatically updates your CRM with interactions like messages, connection requests, and replies. This means no more tedious manual data entry – and fewer chances for mistakes. Plus, it lets your team respond quickly to new leads and engagement opportunities, increasing the likelihood of timely follow-ups and conversions.
Another big advantage is keeping lead information accurate and current. This is crucial for tailoring outreach efforts and running effective campaigns across multiple channels. On top of that, it encourages smoother collaboration between sales and marketing by offering a shared view of prospect activities. This unified approach reduces duplicate efforts and simplifies workflows. By improving lead management and enabling faster responses, this integration can significantly boost productivity and help achieve better results.
Can I use Closely without a LinkedIn Sales Navigator subscription?
Yes, you can use Closely without needing a LinkedIn Sales Navigator subscription. The platform offers tools for data enrichment, automation, and campaign management that operate on their own. That said, certain advanced features or integrations might still require a Sales Navigator subscription to unlock their full potential.