Seamlessly fetch all your leads from LinkedIn directly into your CRM with our easy integration. 

TABLE OF CONTENTS

• How it works?
  • Initiate LinkedIn Integration:
  • Form Field Mapping:
  • How to test if the connection is successful:

How it works? #

Initiate LinkedIn Integration: #

• Go to the integrations page located under the settings tab.
• Find the LinkedIn integration.
• Click on Connect to initiate the process.
  
• On clicking connect, User would be asked to login to linkedin. 
• Ensure you grant all necessary permissions for the integration to be successful.
• On successful login, Choose an ad account or multiple ad accounts to connect to your sub-account.
• Note: There’s no limit to the number of ad accounts you can connect to your sub-account. Ensure the ad account you’re integrating has a linked LinkedIn page. Without this, the integration won’t be successful.
• For each ad account you’re integrating, determine its sync time. Options include:
  • All leads: Sync all leads from the past 90 days and all new leads.
  • New leads: Only sync new leads.
• Click on Connect to proceed.

Form Field Mapping: #

• Click on Configure form field mapping or go to the LinkedIn form field mapping tab at the top.
• Use the Map Fields button to align your LinkedIn form fields with CRM fields.
• Click Confirm to save and complete the integration.
• If you want to disable inbound leads from any of the forms, toggle the status off.

How to test if the connection is successful: #

To test if the leads are syncing, please follow following steps:

• Go to LinkedIn Account, click on advertise

• Select the ad account, on which you want to test
  
• Select campaign group & ad for which you want to send a test lead.
  
• Click on the ad name to open lead post.
• Send a lead to CRM, ensure that form is enabled and mapped.
• Check the lead on contact page.