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Integration how to: Connect LinkedIn Lead Gen Forms to Salesforce

By Joey Blanco and Krystina Martinez · August 11, 2021
create-new-leads-salesforce-li primary img

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. 

Salesforce and LinkedIn Lead Gen Forms are premium apps—available on Zapier's paid plans. Learn more about premium apps. 

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 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. 

Add new LinkedIn Lead Gen Forms as leads in Salesforce

Add new LinkedIn Lead Gen Forms as leads in Salesforce
  • LinkedIn Lead Gen Forms logo
  • Salesforce logo
LinkedIn Lead Gen Forms + Salesforce

Here's how it works: 

  1. Click on the button to get started. 

  2. Connect your LinkedIn account and select the company page you want to use. 

  3. Select the LinkedIn form you want to use. 

  4. Connect your Salesforce account.

  5. Select the Salesforce object you want to create.

  6. Select the object fields you want to edit.

  7. Select the lead information you want to populate your Salesforce fields. 

  8. 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.

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Joey Blanco picture

Joey Blanco

Joey Blanco is the founder of Zapier's video team. When he's not working (and even when he is, let's be honest), he's listening to pop-punk, dreaming of dinosaurs, and snuggling his dogs.

Krystina Martinez picture

Krystina Martinez

Krystina writes about all things automation for the Zapier blog. Previously she was a public radio journalist, so she has a lot of opinions about microphones. When she's not writing or tinkering with Zapier, Krystina enjoys sewing her own clothes and taking long naps in between her many hobbies.

tags
mentioned apps
  • LinkedIn Lead Gen Forms
  • Salesforce

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'