1.Captures new form responses
Integrate LinkedIn Ads and form submission mapping to capture response fields and campaign context to prep lead creation.
Create or update ad leads with interest records
Automatically capture new lead gen form responses across LinkedIn Ads and Salesforce. Create and update when lead gen form response received, email captured, or campaign context includedβso you can match leads, update lead details, and create interest entries without manual paperwork.
How this automation creates follow-up-ready leads
When new lead gen form responses arrive, follow-up can stall due to missing lead and interest context. This automation captures form data, finds or updates CRM leads, and creates linked interest recordsβso your team can follow up faster.
LinkedIn Adsor swap with your favorite app
2.Finds matching lead by email
Integrate Salesforce and CRM lookup to find an existing lead by query and return the most recent active lead.
Salesforceor swap with your favorite app
3.Updates the lead record
Integrate Salesforce and field mapping to update lead details and campaign context on the matched lead record.
4.Creates the interest entry
Integrate Salesforce and interest record tracking to create a linked program interest entry and capture campaign context.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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