CRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their CRM.
Important to know
How do I get access?
If you haven’t done so already, you will need to install the Sales Navigator app from the app marketplace. CRM Admins do not need to install anything for users to be able to access Embedded Experiences for HubSpot. Instead, each user will need to install the Sales Navigator app for HubSpot to begin leveraging Embedded Experiences.
By default, the Sales Navigator widget will appear on the right hand side of contact and company records. CRM admins have the option to change the placement to include it within the middle column.
Related tasks
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