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Linkedin Lead Gen Forms - CRM connection

Record Linkedin Lead Gen Forms submissions to your CRM

Updated over 2 weeks ago

Linkedin Lead Gen Forms allow you to run lead-generation campaigns on Linkedin. By default, Linkedin collects the new incoming leads on their platform and you can easily download them as a CSV file. Without any integration to the rest of your stack, you’d have to export the CSV and import it to your CRM and/or marketing automation tools.

With the help of Outfunnel, you can make sure all your new leads get added to your CRM helping you save time and drive more sales. Here's what it does:

  • Automatically add new leads from Linkedin Lead Gen Forms to your CRM (Pipedrive, Copper, Salesforce, or HubSpot CRM) — no more manually exporting-importing lists.

  • Map custom fields, so all the necessary data is synced to your CRM — and sales can easily create custom filters or lists to categorize the incoming leads accordingly.

  • Do actions in the CRM, like creating an activity, note, lead, deal or a field update

What you'll need to get started

  • Access to Ad Account and Company Page on Linkedin. The authenticated user must have one of the following ad account and company page roles (on the company page associated with the Ad Account in Campaign Manager):

    • Ad Account Roles:

      • ACCOUNT_BILLING_ADMIN

      • ACCOUNT_MANAGER

      • CAMPAIGN_MANAGER

      • CREATIVE_MANAGER

      • VIEWER

    • Company Page (Organization) roles:

      • ADMINISTRATOR

      • LEAD_GEN_FORMS_MANAGER

      • CURATOR

      • CONTENT_ADMINISTRATOR

      • ANALYST

  • Ensure you have at least one Lead Gen Form created.

  • A CRM account with admin access. Outfunnel supports Pipedrive, Hubspot, Copper, and Salesforce.

How to record Linkedin Lead Gen Forms submissions in your CRM

1. Choose your apps

To get started head to Outfunnel > App connector and select your apps.

2. Authenticate your apps

Authenticate Linkedin and For Wix, choose the site to connect first. You can add other sites later. Then, create the connection.

3. Choose the form

If your form is missing, please click on "Refresh fields" —the form should appear in a few moments. For troubleshooting see here.

💡 If you have multiple ad accounts on Linkedin, Outfunnel shows the lead forms from all ad accounts

4. Map the fields

Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in the destination app, simply create it and click on "Refresh list".

5. Define how you’d like form submissions to be recorded

  • Base action: a lead/contact will always be created first

  • Additional actions: choose to create an activity, note, lead, deal or update a field.

6. Activate connection and submit a test lead

An example of Linkedin Lead Gen Forms submissions showing up in Pipedrive CRM.

You can now test how contacts will be created in your CRM by submitting a test form submission. Two ways to test (depending on permissions one or the other approach may not work for testing. As long as one option works the sync is operational):

Option 1

    1. (If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown.)

  1. Go to Assets > Lead generation forms

  2. Find the form and click on the three-dot menu

  3. Click to Send test lead

  4. Fill in the form and Submit

  5. The contact and form fill should appear in your CRM in a few moments. You'll also be able to see the form fill under the status page in Outfunnel

Option 2

    1. (If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown.)

  1. Go to Advertise > Ad tab > click on the linked text in the Ad name to open a preview of the ad in a new tab on your browser.

  2. Click the call-to-action button in the preview.

  3. Fill in the form fields and click Submit.

  4. The contact and form fill should appear in your CRM in a few moments. You'll also be able to see the form fill under the status page in Outfunnel

💡 See here for common issues and fixes if the sync is not working

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