Sales Navigator CRM Sync permissions

Understand the different levels of CRM Sync permissions required to perform specific tasks in Sales Navigator Advanced Plus.

Who can use this feature?

CRM Sync is supported only in Sales Navigator Advanced Plus.

The following table lists the CRM Sync permissions required to perform specific tasks.

Permission level	Description
Read-only permissions	This level of admin permission, along with user-authentication, enables almost all of the CRM Integration features, for example, Activity Writeback that are available after you have established the CRM Sync connection. Important to know Activity Writeback only requires user authentication and not admin-level authentication. Retroactive writeback works on all Sales Navigator activities as far back as June 23rd, 2021. Any activity prior to this date isn't available for writeback.
Read and write permissions	The ability to update contact and lead records requires that a user has read and write permissions for the specific record that they are trying to update.
No access (CRM sync not enabled)	This level of permissions would mean the admin hasn’t provided enough CRM access permission to enable any CRM Sync functionality.

Permission level

Description

Read-only permissions

This level of admin permission, along with user-authentication, enables almost all of the CRM Integration features, for example, Activity Writeback that are available after you have established the CRM Sync connection.

Important to know
Activity Writeback only requires user authentication and not admin-level authentication. Retroactive writeback works on all Sales Navigator activities as far back as June 23rd, 2021. Any activity prior to this date isn't available for writeback.

Read and write permissions

The ability to update contact and lead records requires that a user has read and write permissions for the specific record that they are trying to update.

No access (CRM sync not enabled)

This level of permissions would mean the admin hasn’t provided enough CRM access permission to enable any CRM Sync functionality.

The following table describes the objects for each CRM that require access:

CRM	Objects requiring access
Microsoft Dynamics 365	Account, Activity, Contact, Lead, Opportunity, System User, Position
Salesforce	Account, Contact, Lead, Opportunity, Opportunity Role, Task, User, User Role
HubSpot	Company, Contact, Deals, User, Opportunity Contact Role (OCR)

Important to know

All listed objects and their respective fields must be visible to the CRM profile that is being used to connect the CRM Sync.

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