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Set up your first integration
Quickly connect Salesforce to LinkedIn with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with LinkedIn - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Company Update" in LinkedIn.
You’re connected!
Zapier seamlessly connects Salesforce and LinkedIn, automating your workflow.
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Frequently Asked Questions about Salesforce + LinkedIn integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and LinkedIn
How do I connect Salesforce with LinkedIn using your platform?
To connect Salesforce with LinkedIn through our platform, you need to set up a Zap that includes Salesforce and LinkedIn as apps. You'll be required to authenticate both accounts before you can choose or create triggers and actions specific to your needs.
What triggers are available for Salesforce in the integration with LinkedIn?
Our platform supports a variety of triggers for Salesforce, such as New Lead, New Contact, or Updated Opportunity. You can set these triggers to send information automatically to LinkedIn without manual input.
Can I automate sending LinkedIn messages from Salesforce data?
Yes, it's possible to automate sending LinkedIn messages by using our action feature in the integration. You can pull relevant details from Salesforce records and set a trigger like an Updated Lead to automate message sending via your LinkedIn account.
Are there limitations on the type of data I can transfer between Salesforce and LinkedIn?
While most standard fields in Salesforce are supported, certain custom fields or proprietary data types might not sync directly due to API restrictions on either platform. We recommend checking specific field compatibility during setup.
Do we support syncing contacts between Salesforce and LinkedIn?
Yes, our integration allows you to sync contacts between both platforms. You can use a trigger like New Contact in Salesforce to add those details into your LinkedIn connections list seamlessly.
How do I manage duplicates when syncing contacts from LinkedIn back into Salesforce?
We offer deduplication settings within our integration tools that let you define merge rules or update conditions when similar records are transferred across platforms. This reduces manual cleanup efforts significantly.
Are there any security concerns when integrating my CRM with social platforms like LinkedIn?
We prioritize security by using encryption protocols during data transfer between platforms. Our compliance team ensures that all integrations meet stringent security standards mandated by industry regulations.
Practical ways you can use Salesforce and LinkedIn
Update Salesforce when gaining new LinkedIn connections
When a new LinkedIn connection is added, Zapier will automatically create or update a Salesforce record to reflect the new relationship. This ensures your CRM is always up-to-date, streamlining follow-ups and nurturing potential business opportunities.
Business OwnerCreate LinkedIn updates for resolved support cases
Share customer success stories directly to LinkedIn after resolving support cases in Salesforce. When a case is closed in Salesforce, Zapier will post an update to your LinkedIn Company Page, showcasing how your support team resolves critical challenges and enhances customer satisfaction.
Customer Support OpsLog LinkedIn applicants into Salesforce
Streamline talent tracking by logging LinkedIn job applicants into Salesforce. When someone applies for a job posted on LinkedIn, Zapier will create a new Salesforce record, making it easier to manage candidates throughout the hiring process.
HR & Recruiting OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
