LinkedIn Lead Gen Forms are a useful way for your business to advertise and attract quality leads. Users can click on a call-to-action on their feed and easily submit their information to your business.
However, it's easier to acquire those leads than act on them. You can download a CSV file and upload it to your Customer Relationship Management (CRM) system, but it's a manual process with room for human error. For example, what if you accidentally upload the same lead twice?
If you want to act quickly on your LinkedIn leads without worrying about mistakes, Zapier can help. We're an automation tool that helps you reduce manual tasks between apps, such as sending leads to your CRM.
In this video, we'll show you how to create a Zap—what we call our automated workflows—that will automatically create leads in Salesforce whenever you acquire a new prospect on LinkedIn.
Before you begin
Check your LinkedIn permissions to ensure you're either an admin for your company page or you've been assigned as a Lead Gen Form manager. You also must be the account manager or campaign manager for the LinkedIn ads account.
Get started quickly with a Zap template
We have a template to help you get started quickly. Click the Use this Zap button below and you'll be guided through setup. You'll need to create a Zapier account if you don't already have one. It's free to start.
Here's how it works:
Click on the Use this Zap button to get started.
Connect your LinkedIn account and select the company page you want to use.
Select the LinkedIn form you want to use.
Connect your Salesforce account.
Select the Salesforce object you want to create.
Select the object fields you want to edit.
Select the lead information you want to populate your Salesforce fields.
Test your workflow and turn it on.
New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.
This article was originally published in August 2019 and was updated in August 2021.