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LinkedIn Sales Navigator + Pitchsite Integration

Turn LinkedIn Sales Navigator leads into Pitchsite proposals

LinkedIn Sales Navigator is the premium sales tool from LinkedIn — giving sales teams access to advanced lead search, account insights, and InMail capabilities. For agencies that do social selling, connecting Sales Navigator to Pitchsite creates the path from LinkedIn prospect to polished proposal with minimal friction.

How to use LinkedIn Sales Navigator + Pitchsite

A step-by-step look at how LinkedIn Sales Navigator and Pitchsite work together.

1

Export leads from Sales Navigator to your CRM

Export Sales Navigator leads to HubSpot, Salesforce, or Pipedrive via Sales Navigator's native CRM sync. From there, Pitchsite's CRM integration creates proposals from those leads.

2

Trigger proposals from CRM-synced LinkedIn leads

When a Sales Navigator lead reaches "Qualified" status in your CRM, Pitchsite auto-generates a personalised proposal using the LinkedIn profile data as the basis for personalisation.

3

Reference LinkedIn insights in proposals

Use Sales Navigator data — recent company funding, headcount growth, department changes — to personalise proposal copy. A prospect who just raised a Series A gets a different proposal than one who's boot-strapped.

4

Send a proposal link via LinkedIn InMail

After a positive LinkedIn conversation, include your Pitchsite proposal link in an InMail or connection message — a professional, interactive proposal is far more effective than a PDF attachment.

5

Track proposal engagement and update Sales Navigator

Proposal engagement data (viewed, accepted) syncs back to your CRM, which then updates the Sales Navigator account intelligence — a full-circle view of the prospect journey.

Use cases

Real ways agencies use LinkedIn Sales Navigator and Pitchsite together.

Social selling with professional proposals

LinkedIn conversations often lead to "send me something over." Pitchsite proposals are the "something" that converts — visual, interactive, and brandable. Not a PDF. Not a generic deck.

Account-based selling

Sales Navigator identifies all decision-makers at a target account. Pitchsite sends each a personalised proposal version — same agency story, different angles for CEO, CMO, and Head of Digital.

Event and conference follow-up proposals

After connecting with prospects at industry events on LinkedIn, follow up with a personalised Pitchsite proposal that references the conversation context — sends within 24 hours of the event.

Executive-level proposal personalisation

Sales Navigator's role seniority and department data lets Pitchsite tailor proposals to C-suite vs. mid-management. Senior executives get outcome-focused proposals; managers get detail and process.

Key benefits

Why agencies connect LinkedIn Sales Navigator to Pitchsite.

  • Sales Navigator lead data feeds Pitchsite proposal personalisation via CRM
  • Proposal links shareable via LinkedIn InMail for social selling workflows
  • Company insights (funding, headcount) personalise proposal copy at scale
  • Proposal engagement syncs back to CRM-connected Sales Navigator accounts
  • Works with Sales Navigator Core, Advanced, and Advanced Plus plans
  • Elevates social selling from conversation to committed proposal in one day
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Pitchsite

LinkedIn Sales Navigator + Pitchsite

Turn LinkedIn Sales Navigator leads into Pitchsite proposals

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Frequently asked questions

Does Pitchsite integrate directly with LinkedIn Sales Navigator?

The integration works via your CRM (HubSpot, Salesforce, Pipedrive). Sales Navigator syncs leads to your CRM; Pitchsite reads from your CRM to create proposals. Direct Sales Navigator API integration is on the roadmap.

Can I track if a LinkedIn prospect has viewed my Pitchsite proposal?

Yes. Pitchsite shows you who opened your proposal and when. You can use this intelligence to follow up via LinkedIn message at exactly the right moment — when engagement is highest.

What's the best way to send a Pitchsite proposal link over LinkedIn?

Send a personalised InMail with a brief context note: "Based on your recent growth, I've put together a quick proposal for what this could look like." Include the Pitchsite link as a button or hyperlink, not a file attachment.

Does this work with LinkedIn's TeamLink or Spotlight features?

TeamLink relationship data can inform which team member sends the proposal (the one with the strongest LinkedIn connection). This is a manual workflow decision today; automated routing from TeamLink is a future integration consideration.

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