1.Detect new form response
Integrate LinkedIn Ads and lead forms to detect a new paid social submission for lead capture.
Create and tag paid social leads in CRM
Automatically normalize LinkedIn Ads form responses across lead capture and CRM tooling. Create and update when form responses land, emails submit, or phone details appearβso you can create or match leads, add them to campaigns, and keep follow-up organized without manual data entry.
How this automation tags paid social leads in your CRM
When new LinkedIn Ads form responses arrive, delays can stall business development follow-up and create messy CRM duplicates. This automation normalizes submission data, finds or creates leads in Salesforce, and adds them to configured campaignsβso your team can follow up faster.
LinkedIn Adsor swap with your favorite app
2.Normalize submission data
Integrate Formatter by Zapier and data transformation tools to standardize phone, state, and date formats from the LinkedIn payload.
Formatter by Zapieror swap with your favorite app
3.Find or create Salesforce Lead
Integrate Salesforce and CRM lead matching to search by email and last name, then create or update the lead record.
Salesforceor swap with your favorite app
4.Add lead to Salesforce Campaign
Integrate Salesforce and campaign management to add the lead to the configured campaign and set membership status.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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