LinkedIn and CRM Connection Setup

Overview:
Linking your LinkedIn account with your CRM system facilitates the seamless transfer of lead data from LinkedIn lead forms to your CRM. This integration helps streamline lead tracking, minimizes manual data handling, and provides instant access for your sales team to act quickly on new leads.

Step 1: Switch to Subaccount View

• Log into your CRM account and access the main dashboard.

• From the dropdown menu, choose the subaccount you want to work with.

Step 2: Go to Integrations

• Open the "Settings" menu within the subaccount.

• Scroll until you find the "Integrations" option and click on it.

Step 3: Link Your LinkedIn Account

• In the Integrations menu, locate the LinkedIn connection option.

• Click to connect your LinkedIn account and authorize the required permissions for the CRM to access your data.

Step 4: Choose Ad Account & Lead Options

• After connecting, select which LinkedIn ad account you want to integrate.

• Choose your preference for syncing: old, new, or all leads from the chosen ad account.

Step 5: Map Fields for Lead Transfer

• Align LinkedIn lead form fields (e.g., name, email) with the corresponding fields in your CRM.

• Verify that all necessary fields are mapped properly to ensure accurate data flow.

Step 6: Activate Integration

• Once the field mapping is complete, activate the integration to begin automatically importing leads from LinkedIn to your CRM.

Step 7: Set Up Lead Workflows

• Go to the "Automation" section and click on "Workflows."

• Create a new workflow or modify an existing one to include a trigger for LinkedIn lead submissions.

• Add actions such as tagging leads, updating opportunities, and sending follow-up emails or SMS to engage leads swiftly.

Examples of Practical Use

• Automatic Lead Tagging: Automatically assign a specific tag (e.g., "LinkedIn") to leads for easy identification and follow-up.

• Opportunity Management: Set workflows to automatically create or update opportunities based on lead information, allowing your team to prioritize and track progress.

• Automated Communications: Send personalized messages (e.g., SMS or email) to new leads, offering them incentives or more information to boost engagement and conversion.

Troubleshooting & Common Questions

• Integration Issues: Double-check that the permissions are correctly set in both your CRM and LinkedIn accounts. Ensure that field mapping has been done correctly.

• Leads Not Syncing: Confirm that the integration is active and that you have selected the correct ad account. If the problem persists, try with new leads to verify if the issue continues.