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Connecting to LinkedIn Sales Navigator on Pega Cloud

Updated on May 10, 2021

Connect your Pega Sales Automation to the LinkedIn Sales Navigator to help sales representatives find new contacts with recommended leads and icebreakers, as well as connections among sales representatives and their prospects. The LinkedIn Sales Navigator widget is displayed in contacts, leads, opportunities, and organization pages in Pega Sales Automation.

Pega Sales Automation Implementation Guide
Before you begin:
  1. Connecting Pega Sales Automation to LinkedIn requires an active LinkedIn account and an application. Integration with LinkedIn works only with Team and Enterprise licenses. For more information, see the LinkedIn developer documentation.
  2. A Client ID and a secret are credentials required to integrate Pega Sales Automation with LinkedIn. Send a request to Global Client Services (GCS) to create and enter the credentials into your system. See Pega Support for contact information.
  1. In the navigation pane of the User Portal, click Administration, and then click LinkedIn Integration (Cloud).
  2. On the LinkedIn Integration (Cloud) page, select the LinkedIn checkbox.
  3. Click on Save.
Result: This enables the Linkedin application to be automatically created for Pega Cloud applications integration with Sales Navigator.
  • Previous topic Editing LinkedIn apps
  • Next topic Connecting to the Hoover's Dun and Bradstreet Direct 2.0 Data connector

Tags

Pega Sales Automation 8.7

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