Integrating LinkedIn enables automatic synchronisation of lead data from LinkedIn lead forms into your CRM. This keeps lead management simple, cuts down on manual data entry, and gives your sales team immediate access to new leads for timely follow-up.

Connecting Your LinkedIn Account

Head to the Integrations section in your account settings, locate LinkedIn, and click Connect.

Sign in and allow all necessary permissions for the CRM to access your LinkedIn account.

Select the LinkedIn ad account you want to integrate, then choose whether you'd like to sync old leads, new leads, or all leads from that account.

Field Mapping

Click the three dots next to the LinkedIn integration and select Form Field Mapping.

Configure field mapping to align LinkedIn lead form fields (e.g., first name, last name, email) with the corresponding fields in the CRM.

Make sure all necessary fields are mapped correctly so data transfers accurately.

Step 5: Enabling the Integration

Once you've configured field mapping, toggle the Status switch to the on position to start syncing leads from LinkedIn to the CRM automatically. The switch turns blue when enabled, confirming that syncing is active.

Step 6: Setting Up Workflows for Lead Management

  1. Navigate to the "Automation" section and select "Workflows."
  2. Create a new workflow or edit an existing one to include a trigger for LinkedIn lead form submissions.
  3. Add actions such as tagging leads, creating or updating opportunities, and sending automated SMS or email messages to engage new leads promptly.

Practical Use Cases and Examples

  • Automated Lead Tagging: Automatically tag leads from LinkedIn with a specific tag (e.g., "LinkedIn") for easy segmentation and follow-up.
  • Opportunity Creation: Set up workflows to create or update opportunities in the CRM based on the lead's information, helping your sales team prioritise and track leads through the sales pipeline.
  • Automated Messaging: Send personalised SMS or email messages to new leads, offering discounts or further information, to improve lead engagement and conversion rates.

Troubleshooting Tips

Integration Not Working

  • Check that you have the correct permissions set in both your LinkedIn and CRM accounts. Review the field mapping settings to confirm all fields are correctly aligned.

Leads Not Syncing

  • Verify that the integration is enabled and that the correct ad account is selected. Check whether the issue persists with new leads after the integration setup.